§ 13F · FUND PROFILE
Unison Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $411M (13F)Positions · 64Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 84K | $24M | 11.0% | ±0% |
| 2 | META | META PLATFORMS INC | 38K | $22M | 10.0% | −6% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 46K | $22M | 10.0% | +2% |
| 4 | NU | NU HLDGS LTD | 1.41M | $20M | 9.3% | +8% |
| 5 | AXP | AMERICAN EXPRESS CO | 47K | $14M | 6.6% | +24% |
| 6 | JPM | JPMORGAN CHASE & CO | 43K | $13M | 5.8% | +2% |
| 7 | MSFT | MICROSOFT CORP | 28K | $10M | 4.7% | +57% |
| 8 | TSM | TAIWAN SEMI | 26K | $9M | 4.1% | +2% |
| 9 | V | VISA INC | 28K | $8M | 3.8% | +42% |
| 10 | ELV | ELEVANCE HEALTH INC | 28K | $8M | 3.8% | +2% |
§ 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 $411 million in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed