61 is the total number of securities UNTITLED INVESTMENTS LP has owned. The longest UNTITLED INVESTMENTS LP has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MSFT | MICROSOFT CORP | 12 | 12 | 7.02% | 11.46% | 20.00% | Q4 2020 | Q3 2023 | 12 |
| PAYC | PAYCOM SOFTWARE INC | 12 | 12 | 5.44% | 9.07% | 13.55% | Q4 2020 | Q3 2023 | 12 |
| DT | DYNATRACE INC | 12 | 12 | 5.69% | 7.53% | 10.41% | Q4 2020 | Q3 2023 | 12 |
| SE | SEA LTD | 12 | 12 | 2.96% | 6.20% | 9.19% | Q4 2020 | Q3 2023 | 12 |
| MA | MASTERCARD INCORPORATED | 12 | 12 | 1.55% | 4.32% | 6.18% | Q4 2020 | Q3 2023 | 12 |
| GOOGL | ALPHABET INC | 11 | 11 | 2.92% | 7.37% | 10.60% | Q1 2021 | Q3 2023 | 11 |
| AMZN | AMAZON COM INC | 8 | 3 | 1.15% | 7.23% | 16.03% | Q4 2020 | Q3 2023 | 11 |
| NOW | SERVICENOW INC | 6 | 3 | 1.88% | 8.05% | 14.13% | Q1 2021 | Q3 2023 | 9 |
| RPAY | REPAY HLDGS CORP | 9 | 9 | 3.05% | 6.05% | 7.94% | Q4 2020 | Q4 2022 | 9 |
| TOAST INC | 8 | 8 | 0.59% | 1.57% | 2.94% | Q3 2021 | Q2 2023 | 8 | |
| LBRDK | LIBERTY BROADBAND CORP | 7 | 7 | 0.82% | 6.94% | 10.78% | Q4 2020 | Q2 2022 | 7 |
| V | VISA INC | 6 | 6 | 1.08% | 5.38% | 7.44% | Q2 2022 | Q3 2023 | 6 |
| NCINO INC | 6 | 6 | 4.50% | 5.08% | 5.62% | Q2 2022 | Q3 2023 | 6 | |
| JAMF | JAMF HLDG CORP | 5 | 5 | 4.09% | 5.22% | 6.73% | Q3 2021 | Q3 2022 | 5 |
| NUVEI CORPORATION | 5 | 5 | 1.97% | 5.01% | 9.35% | Q4 2021 | Q4 2022 | 5 | |
| ESTC | ELASTIC N V | 5 | 5 | 2.00% | 4.74% | 6.59% | Q4 2020 | Q4 2021 | 5 |
| FTCH | FARFETCH LTD | 5 | 5 | 1.91% | 3.59% | 6.26% | Q4 2020 | Q4 2021 | 5 |
| STNE | STONECO LTD | 4 | 4 | 6.04% | 8.81% | 11.74% | Q4 2020 | Q3 2021 | 4 |
| FIVN | FIVE9 INC | 4 | 4 | 2.70% | 4.55% | 6.08% | Q4 2021 | Q3 2022 | 4 |
| GLOB | GLOBANT S A | 4 | 4 | 1.18% | 4.00% | 5.28% | Q4 2022 | Q3 2023 | 4 |
| NCNO | NCINO INC | 3 | 1 | 0.78% | 3.15% | 5.54% | Q1 2021 | Q1 2022 | 4 |
| CS DISCO INC | 4 | 4 | 1.10% | 2.57% | 3.56% | Q4 2021 | Q3 2022 | 4 | |
| CXM | SPRINKLR INC | 3 | 3 | 7.62% | 8.51% | 9.05% | Q1 2023 | Q3 2023 | 3 |
| CPNG | COUPANG INC | 3 | 3 | 3.86% | 4.86% | 5.83% | Q1 2023 | Q3 2023 | 3 |
| ASML | ASML HOLDING N V | 2 | 1 | 0.38% | 0.84% | 1.59% | Q3 2022 | Q3 2023 | 3 |
| IT | GARTNER INC | 2 | 2 | 10.46% | 10.91% | 11.37% | Q2 2023 | Q3 2023 | 2 |
| PYPL | PAYPAL HLDGS INC | 2 | 2 | 2.46% | 5.51% | 8.56% | Q4 2020 | Q1 2021 | 2 |
| SHC | SOTERA HEALTH CO | 2 | 2 | 4.59% | 4.84% | 5.09% | Q2 2023 | Q3 2023 | 2 |
| TWLO | TWILIO INC | 1 | 1 | 2.60% | 4.17% | 5.74% | Q4 2020 | Q4 2021 | 2 |
| OKTA | OKTA INC | 2 | 2 | 1.60% | 2.23% | 2.87% | Q1 2022 | Q2 2022 | 2 |
| FB | META PLATFORMS INC | 1 | 1 | 1.95% | 2.14% | 2.32% | Q3 2021 | Q3 2023 | 2 |
| PAY | PAYMENTUS HOLDINGS INC | 2 | 2 | 0.99% | 1.36% | 1.74% | Q2 2021 | Q3 2021 | 2 |
| FND | FLOOR & DECOR HLDGS INC | 1 | 1 | 5.77% | 5.77% | 5.77% | Q3 2023 | Q3 2023 | 1 |
| ABNB | AIRBNB INC | 1 | 1 | 4.94% | 4.94% | 4.94% | Q4 2020 | Q4 2020 | 1 |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2020 | Q4 2020 | 1 |
| SI | SILVERGATE CAP CORP | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2020 | Q4 2020 | 1 |
| MATTERPORT INC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2021 | Q3 2021 | 1 | |
| WWE | WORLD WRESTLING ENTMT INC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2023 | Q2 2023 | 1 |
| MONEYLION INC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2021 | Q3 2021 | 1 | |
| CLAR | CLARUS CORP NEW | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2022 | Q2 2022 | 1 |
| VEEV | VEEVA SYS INC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2022 | Q1 2022 | 1 |
| GDRX | GOODRX HLDGS INC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2021 | Q3 2021 | 1 |
| BFT | FOLEY TRASIMENE ACQUIS... | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2020 | Q4 2020 | 1 |
| GITLAB INC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2022 | Q1 2022 | 1 | |
| HCAT | HEALTH CATALYST INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2020 | Q4 2020 | 1 |
| ENGAGESMART INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2021 | Q3 2021 | 1 | |
| NFLX | NETFLIX INC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2020 | Q4 2020 | 1 |
| EVCM | EVERCOMMERCE INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2021 | Q3 2021 | 1 |
| VTEX | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2021 | Q3 2021 | 1 | |
| DAVA | ENDAVA PLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
| PTON | PELOTON INTERACTIVE INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2021 | Q2 2021 | 1 |
| EPAM | EPAM SYS INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
| BLEND LABS INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2021 | Q3 2021 | 1 | |
| DDOG | DATADOG INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2022 | Q3 2022 | 1 |
| ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
| DASH | DOORDASH INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
| THOUGHTWORKS HOLDING INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 | |
| TRIT | TRITERRAS INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
| TDG | TRANSDIGM GROUP INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
| CUE HEALTH INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2021 | Q3 2021 | 1 | |
| NU HLDGS LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 | |
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The securities at the top of the list , including MICROSOFT CORP, PAYCOM SOFTWARE INC, and DYNATRACE INC, are the highest-conviction holdings of UNTITLED INVESTMENTS LP.
The conviction is calculated by counting the number of quarters a security has been reported by UNTITLED INVESTMENTS LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that UNTITLED INVESTMENTS LP owns currently or has owned in the past.