StockDriftsStockDriftsTop 16 Untitled Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 11.49% | 91.3K | $30.8M | -3.79%(-3.60K) | $184.57(+135.22%) | 2026-03-31 | |
| KSPI | KASPI KZ JSC | 10.86% | 393.8K | $29.2M | -0.57%(-2.27K) | $127.85(-29.74%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 9.08% | 1.70M | $24.4M | -1.88%(-32.60K) | $14.87(-8.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.92% | 57.4K | $21.3M | -5.44%(-3.31K) | $290.45(+34.44%) | 2026-03-31 | |
| CPNG | COUPANG INC | 7.62% | 1.08M | $20.5M | -1.30%(-14.32K) | $20.61(-9.97%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 7.55% | 11.7K | $20.3M | -26.90%(-4.32K) | $1849.50(-4.66%) | 2026-03-31 | |
| TRU | TRANSUNION | 7.43% | 288.5K | $20.0M | -44.89%(-234.99K) | $77.39(+1.19%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.06% | 108.7K | $19.0M | +91.43%(+51.94K) | $166.95(+16.70%) | 2026-03-31 | |
| WWD | WOODWARD INC | 6.89% | 51.7K | $18.5M | -19.06%(-12.18K) | $248.90(+67.95%) | 2026-03-31 | |
| JCI | JOHNSON CONTROLS INTERNATION | 6.75% | 138.5K | $18.1M | +512.78%(+115.91K) | $122.48(+14.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.17% | +26.56% |
| Top 20 Holdings Unweighted | +11.71% | +39.41% |
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