UNTITLED INVESTMENTS LP - Q1 2023 holdings

$261 Million is the total value of UNTITLED INVESTMENTS LP's 14 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .

 Value Shares↓ Weighting
V  VISA INC$18,845,750
+8.5%
83,5880.0%7.23%
-2.8%
SE  SEA LTDsponsord ads$15,770,535
+66.3%
182,2130.0%6.05%
+49.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP12Q3 202320.0%
PAYCOM SOFTWARE INC12Q3 202313.5%
DYNATRACE INC12Q3 202310.4%
SEA LTD12Q3 20239.2%
MASTERCARD INCORPORATED12Q3 20236.2%
ALPHABET INC11Q3 202310.6%
AMAZON COM INC11Q3 202316.0%
SERVICENOW INC9Q3 202314.1%
REPAY HLDGS CORP9Q4 20227.9%
TOAST INC8Q2 20232.9%

View UNTITLED INVESTMENTS LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View UNTITLED INVESTMENTS LP's complete filings history.

Compare quarters

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