UNTITLED INVESTMENTS LP

**UNTITLED INVESTMENTS LP** manages $333M across a concentrated portfolio of 17 positions. The fund exhibits significant conviction in real assets and technology, with top holdings including TRU at $44.9M and MLB1 at $32.3M. Further allocations are notable in semiconductor and enterprise technology, evidenced by positions in KSPI ($30.9M), MSFT ($29.4M), and TSM ($28.8M). This structure suggests a tactical, high-conviction approach targeting established market leaders and specialized sectors.

📌 Top Holdings