UNTITLED INVESTMENTS LP: 13F holdings
CIK 18086962026Q2
| Positions | 18 |
|---|
| Reported value | $257.0m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 18 (+2 vs prior quarter) |
|---|
| Reported value | $257.0m (-4.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 71,955 | $34.4m | 13.4% |
| NU HLDGS LTD | 1,892,822 | $25.3m | 9.8% |
| JOHNSON CONTROLS INTERNATION | 160,269 | $23.4m | 9.1% |
| CPNG COUPANG INC | 1,172,562 | $20.4m | 7.9% |
| KSPI KASPI KZ JSC | 216,021 | $18.7m | 7.3% |
| SEAGATE TECHNOLOGY HLDNGS PL | 18,958 | $18.3m | 7.1% |
| NVDA NVIDIA CORPORATION | 84,035 | $16.8m | 6.5% |
| MSFT MICROSOFT CORP | 43,609 | $16.3m | 6.3% |
| WWD WOODWARD INC | 34,090 | $14.5m | 5.6% |
| META META PLATFORMS INC | 25,049 | $14.1m | 5.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1808696")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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