Untitled Investments LP reported 18 holdings worth US$257M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Untitled Investments LP reported 18 holdings worth US$257M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Nu Holdings Ltd. and Coupang, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$257M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 71,955 | US$34.4M | 13.4% |
| Nu Holdings Ltd. | 1.89M | US$25.3M | 9.8% |
| Coupang, Inc. | 1.17M | US$20.4M | 7.9% |
| Nvidia Corporation | 84,035 | US$16.8M | 6.5% |
| Microsoft Corp. | 43,609 | US$16.3M | 6.3% |
| Woodward, Inc. | 34,090 | US$14.5M | 5.6% |
| Meta Platforms, Inc. | 25,049 | US$14.1M | 5.5% |
| Mercadolibre, Inc. | 6,826 | US$11.6M | 4.5% |
| Alphabet Inc (google) Class C | 22,584 | US$8.07M | 3.1% |
| Mastercard Incorporated | 14,240 | US$7.31M | 2.8% |
| Cbre Group Inc | 46,150 | US$6.22M | 2.4% |
| Transunion | 59,648 | US$4.3M | 1.7% |
| Applied Materials, Inc. | 5,390 | US$3.9M | 1.5% |
| Western Digital Corporation | 505 | US$323K | 0.13% |
| Api Group Corporation | 0 | US$0 | 0.00% |