§ 13F · FUND PROFILE
Unison Asset Management LLC.
AUM · $246M (13F)Positions · 32Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 72K | $26M | 10.4% | −14% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 48K | $24M | 9.8% | +6% |
| 3 | META | META PLATFORMS INC | 39K | $22M | 9.0% | +3% |
| 4 | NU | NU HLDGS LTD | 1.55M | $21M | 8.4% | +10% |
| 5 | AXP | AMERICAN EXPRESS CO | 49K | $17M | 6.7% | +3% |
| 6 | JPM | JPMORGAN CHASE & CO | 40K | $13M | 5.4% | −7% |
| 7 | MSFT | MICROSOFT CORP | 35K | $13M | 5.4% | +29% |
| 8 | TSM | TAIWAN SEMI | 27K | $13M | 5.3% | +3% |
| 9 | ELV | ELEVANCE HEALTH INC | 29K | $11M | 4.6% | +3% |
| 10 | V | VISA INC | 33K | $11M | 4.6% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNISON SIGNAL
AC read
Unison Asset Management LLC is a Other fund managing $246 million in assets. The fund runs a portfolio of 32 positions.
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