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Unison Asset Management LLC 13F holdings

Filed 2026-08-07 · Unison Asset Management LLC · 32 positions · $246.2M

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET INC71.9K$25.7M10.4%
BRK-BBERKSHIRE HATHAWAY INC DEL48.2K$24.1M9.8%
METAMETA PLATFORMS INC39.4K$22.2M9.0%
NUNU HLDGS LTD1.6M$20.7M8.4%
AXPAMERICAN EXPRESS CO48.8K$16.5M6.7%
JPMJPMORGAN CHASE & CO40.4K$13.2M5.4%
MSFTMICROSOFT CORP35.4K$13.2M5.4%
TSMTAIWAN SEMI27.2K$13.0M5.3%
ELVELEVANCE HEALTH INC29.2K$11.3M4.6%
VVISA INC32.7K$11.2M4.6%
UNHUNITEDHEALTH GROUP INC21.4K$8.9M3.6%
ORLYOREILLY AUTOMOTIVE INC82.5K$7.6M3.1%
CDWCDW CORP50.8K$7.1M2.9%
LOWLOWES COS INC32.3K$7.1M2.9%
AAPLAPPLE INC22.5K$6.5M2.6%
BKNGBOOKING HOLDINGS INC31.7K$5.6M2.3%
ONONON HLDG AG NAMEN AKT A148.4K$5.3M2.1%
DEDEERE & CO7.4K$4.7M1.9%
WFCWELLS FARGO CO NEW55.1K$4.6M1.9%
ADBEADOBE SYSTEMS INCORPORATED21.2K$4.4M1.8%
BACBK OF AMERICA CORP68.2K$3.9M1.6%
SPOTSPOTIFY TECHNOLOGY S A6.8K$3.1M1.3%
TSLATESLA INC4.2K$1.8M0.7%
SPYSPDR S&P 500 ETF TR1.8K$1.3M0.5%
DXJWISDOMTREE TR4.2K$728,7840.3%
CATCATERPILLAR INC606$645,3290.3%
GSGOLDMAN SACHS GROUP INC600$606,8220.2%
UBERUBER TECHNOLOGIES INC7.7K$552,0240.2%
AMZNAMAZON COM INC1.9K$464,0480.2%
KKRKKR & CO INC1.7K$153,0890.1%
NKENIKE2.5K$101,3520.0%
GOOGALPHABET INC5$1,7670.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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