UNTITLED INVESTMENTS LP

NEW YORK, NY · CIK 1808696 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2020 · limited partnership

As an employer

$257.0m reported value -4.3% vs Q1 2026

18positions

78.7%in top 10

3 new 4 added 9 reduced 1 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	71,955	$34.4m13.37%	13.37%	Reduced -19.3k	-19,329 -21.2%
2	NU HLDGS LTD ORD SHS CL A NU	NU	1,892,822	$25.3m9.84%	9.84%	Added +195.6k	+195,610 11.5%
3	JOHNSON CTLS INTL PLC SHS JCI	JCI	160,269	$23.4m9.11%	9.11%	Added +21.8k	+21,750 15.7%
4	COUPANG INC CL A CPNG	CPNG	1,172,562	$20.4m7.93%	7.93%	Added +88.3k	+88,285 8.1%
5	KASPI KZ JSC SPONSORED ADS KSPI	KSPI	216,021	$18.7m7.28%	7.28%	Reduced -177.7k	-177,749 -45.1%
6	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	18,958	$18.3m7.12%	7.12%	New
7	NVIDIA CORPORATION COM NVDA	NVDA	84,035	$16.8m6.54%	6.54%	Reduced -24.7k	-24,705 -22.7%
8	MICROSOFT CORP COM MSFT	MSFT	43,609	$16.3m6.33%	6.33%	Reduced -13.8k	-13,840 -24.1%
9	WOODWARD INC COM WWD	WWD	34,090	$14.5m5.64%	5.64%	Reduced -17.6k	-17,635 -34.1%
10	META PLATFORMS INC CL A META	META	25,049	$14.1m5.49%	5.49%	Added +3.0k	+2,965 13.4%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	17,584	$13.1m5.11%	5.11%	New
12	MERCADOLIBRE INC COM MELI	MELI	6,826	$11.6m4.51%	4.51%	Reduced -4.9k	-4,908 -41.8%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	22,584	$8.1m3.14%	3.14%	Unchanged
14	MASTERCARD INCORPORATED CL A MA	MA	14,240	$7.3m2.85%	2.85%	Reduced -6.2k	-6,230 -30.4%
15	CBRE GROUP INC CL A CBRE	CBRE	46,150	$6.2m2.42%	2.42%	Reduced -39.0k	-38,953 -45.8%
16	TRANSUNION COM TRU	TRU	59,648	$4.3m1.67%	1.67%	Reduced -228.9k	-228,890 -79.3%
17	APPLIED MATLS INC COM AMAT	AMAT	5,390	$3.9m1.52%	1.52%	Unchanged
18	WESTERN DIGITAL CORP COM WDC	WDC	505	$322.6k0.13%	0.13%	New

Security	Ticker	Shares held before	Value then
API GROUP CORP APG	APG	94,625	$3.8m94.6k shares