Untitled Investments Lp Top Holdings and 13F Report (2024) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About Untitled Investments LpInvestment ActivityUntitled Investments Lp has $437.75 million in total holdings as of March 31, 2024.Untitled Investments Lp owns shares of 18 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 43.41% of the portfolio was purchased this quarter.About 14.49% of the portfolio was sold this quarter.This quarter, Untitled Investments Lp has purchased 16 new stocks and bought additional shares in 6 stocks.Untitled Investments Lp sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings KASPI KZ JSC $92,236,038Microsoft $44,176,021Gartner $43,228,249TransUnion $39,157,461nCino $33,314,850 Largest New Holdings this Quarter KASPI KZ JSC $92,236,038 HoldingTransUnion $39,157,461 HoldingGeneral Electric $14,734,690 HoldingProcore Technologies $1,335,673 HoldingInsight Enterprises $1,128,889 Holding Largest Purchases this Quarter KASPI KZ JSC 717,009 shares (about $92.24M)TransUnion 490,695 shares (about $39.16M)Alphabet 105,883 shares (about $15.98M)General Electric 83,944 shares (about $14.73M)SEA 186,730 shares (about $10.03M) Largest Sales this Quarter Floor & Decor 87,200 shares (about $11.30M)Visa 13,215 shares (about $3.69M)Mastercard 1,045 shares (about $503.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUntitled Investments Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKASPI KZ JSC$92,236,038$92,236,038 ▲New Holding717,00921.1%SPONSORED ADSMSFTMicrosoft$44,176,0210.0%105,00110.1%Computer and TechnologyITGartner$43,228,2490.0%90,6889.9%Business ServicesTRUTransUnion$39,157,461$39,157,461 ▲New Holding490,6958.9%Business ServicesNCNOnCino$33,314,850$981,599 ▲3.0%891,2487.6%Computer and TechnologyCPNGCoupang$27,332,485$3,843,530 ▲16.4%1,536,3966.2%Retail/WholesaleSESEA$25,309,387$10,029,268 ▲65.6%471,2235.8%Computer and TechnologyGOOGLAlphabet$20,227,337$15,980,921 ▲376.3%134,0184.6%Computer and TechnologyAMZNAmazon.com$17,049,8780.0%94,5223.9%Retail/WholesaleSHCSotera Health$16,923,183$5,410,457 ▲47.0%1,409,0913.9%MedicalMETAMeta Platforms$16,586,442$5,198,134 ▲45.6%34,1583.8%Computer and TechnologyFNDFloor & Decor$16,282,216$11,302,864 ▼-41.0%125,6153.7%ConstructionGEGeneral Electric$14,734,690$14,734,690 ▲New Holding83,9443.4%TransportationVVisa$14,646,956$3,688,042 ▼-20.1%52,4833.3%Business ServicesMAMastercard$10,386,020$503,241 ▼-4.6%21,5672.4%Business ServicesDAVAEndava$3,694,6350.0%97,1250.8%Computer and TechnologyPCORProcore Technologies$1,335,673$1,335,673 ▲New Holding16,2550.3%Business ServicesNSITInsight Enterprises$1,128,889$1,128,889 ▲New Holding6,0850.3%Retail/WholesaleGLOBGlobant$0$17,918,704 ▼-100.0%00.0%Computer and TechnologyCXMSprinklr$0$15,278,591 ▼-100.0%00.0%Business ServicesDTDynatrace$0$14,720,907 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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