account_balance
Investment manager · 13F filer · SEC CIK 1808696
Untitled Investments LP
Reported value$257Mas of Jun 30, 2026
Positions18 3 new, 1 sold out
Top 10 weight78.7%TSM alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
13.4%Trimmed −21%
NUNu Holdings Ltd.
9.8%Added +12%
JCIJohnson Controls International PLC
9.1%Added +16%
CPNGCoupang, Inc.
7.9%Added +8%
KSPIJoint Stock Co Kaspi.kz
7.3%Trimmed −45%
STXSeagate Technology Holdings PLC
7.1%New
NVDANVIDIA Corp
6.5%Trimmed −23%
MSFTMicrosoft Corp
6.3%Trimmed −24%
WWDWoodward, Inc.
5.6%Trimmed −34%
METAMeta Platforms, Inc.
5.5%Added +13%
SPYSPDR S&P 500 ETF Trust
5.1%New
MELIMercadoLibre Inc
4.5%−42%
TSMTaiwan Semiconductor Manufacturing Co Ltd
13.4%Trimmed −21%
NUNu Holdings Ltd.
9.8%Added +12%
JCIJohnson Controls International PLC
9.1%+16%
CPNGCoupang, Inc.
7.9%+8%
KSPIJoint Stock Co Kaspi.kz
7.3%−45%
STXSeagate Technology Holdings PLC
7.1%
NVDANVIDIA Corp
6.5%
MSFTMicrosoft Corp
6.3%
WWDWoodward, Inc.
5.6%
META5.5%SPY5.1%MELIBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 13.4% Trimmed −21%NU Nu Holdings Ltd. 9.8% Added +12%JCI Johnson Controls International PLC 9.1% Added +16%CPNG Coupang, Inc. 7.9% Added +8%KSPI Joint Stock Co Kaspi.kz 7.3% Trimmed −45%STX Seagate Technology Holdings PLC 7.1% NewNVDA NVIDIA Corp 6.5% Trimmed −23%MSFT Microsoft Corp 6.3% Trimmed −24%WWD Woodward, Inc. 5.6% Trimmed −34%META Meta Platforms, Inc. 5.5% Added +13%SPY SPDR S&P 500 ETF Trust 5.1% NewMELI MercadoLibre Inc 4.5% Trimmed −42%
What changed
Biggest moves since Mar 31, 2026
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