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Untitled Investments LP

CIK:0001808696
Hedge Fund
$641M AUM
14 holdings
New York, NY, United States
Founded:2019
11 employees
Latest filing:Jun 30, 2025

Untitled Investments LP is a hedge fund founded in January 2019 and based in New York, NY. Structured as a Delaware limited partnership, the firm is managed by Neeraj Chandra. With approximately 11 employees, Untitled Investments focuses on pooled investment vehicles and serves institutional clients seeking active investment management in public equities and related assets.

Investment Strategy

Untitled Investments LP primarily manages pooled investment vehicles and employs an actively managed strategy focused on public equities. Their 13F filings show diversified holdings across sectors including financials, technology, and consumer discretionary, with significant positions in companies such as TransUnion, Microsoft, MercadoLibre, and Coupang. The fund appears to pursue both growth and value opportunities, adjusting exposure according to market conditions and concentration in liquid, large-cap equities. The approach reflects opportunistic allocations with a dynamic rebalancing philosophy.

Latest 13F Filing Activity

Untitled Investments LP filed their most recent 13F report on Jun 30, 2025 disclosing 14 equity positions with a total 13F market value of $366M. The fund increased holdings in Sea LTD, Taiwan Semiconductor MFG LTD, Microsoft Corp. among other positions. Untitled Investments LP reduced exposure to Floor & Decor HLDGS Inc., Transunion, Ncino Inc. among others.

Top Buys
S
SESEA LTD
+$18.2M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$10.3M
M
MSFTMICROSOFT CORP
+$8.1M
C
CBRECBRE GROUP INC
+$7.8M
W
WDAYWORKDAY INC
+$5.7M
Top Sells
F
FNDFLOOR & DECOR HLDGS INC
-$20.0M
T
TRUTRANSUNION
-$12.3M
N
NCNONCINO INC
-$9.8M
K
KKS.FKASPI KZ JSC
-$6.1M
F
FERGFERGUSON ENTERPRISES INC
-$6.0M

Top Holdings

T
TRUTRANSUNION
+13.1%$47.8M
M
MSFTMICROSOFT CORP
+12.4%$45.2M
C
CBRECBRE GROUP INC
+10.6%$38.7M
M
MELIMERCADOLIBRE INC
+10.5%$38.4M
C
CPNGCOUPANG INC
+9.8%$35.9M

Equity Positions (14)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TRANSUNION13.07%$47.8M543,458$80.58$88.00-$12.3M
MICROSOFT CORP12.36%$45.2M90,893$281.95$497.41+$8.1M
CBRE GROUP INC10.58%$38.7M276,260$132.32$140.12+$7.8M
MERCADOLIBRE INC10.50%$38.4M14,707$1884.95$2613.63+$4.3M
COUPANG INC9.82%$35.9M1,199,812$17.31$29.96+$4.2M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.4%
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
+12.3%
SEMICONDUCTORS & RELATED DEVICES
+10.1%
SERVICES-PREPACKAGED SOFTWARE
+9.2%
SERVICES-BUSINESS SERVICES, NEC
+8.9%