account_balance
Investment manager · 13F filer · SEC CIK 1840755
Unison Asset Management LLC
Reported value$246Mas of Jun 30, 2026
Positions32 0 new, 0 sold out
Top 10 weight69.5%GOOGL alone is 10%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
10.4%Trimmed −14%
BRK-BBerkshire Hathaway Inc
9.8%Added +6%
METAMeta Platforms, Inc.
9.0%Added +2%
NUNu Holdings Ltd.
8.4%Added +10%
AXPAmerican Express Co
6.7%Added +3%
JPMJPMorgan Chase & Co
5.4%Trimmed −7%
MSFTMicrosoft Corp
5.4%Added +29%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.3%Added +3%
ELVElevance Health, Inc.
4.6%Added +3%
VVisa Inc.
4.6%Added +18%
UNHUnitedHealth Group Inc
3.6%Added +3%
ORLYO'Reilly Automotive Inc
3.1%+3%
GOOGLAlphabet Inc.
10.4%Trimmed −14%
BRK-BBerkshire Hathaway Inc
9.8%Added +6%
METAMeta Platforms, Inc.
9.0%Added +2%
NUNu Holdings Ltd.
8.4%Added +10%
AXPAmerican Express Co
6.7%+3%
JPMJPMorgan Chase & Co
5.4%
MSFTMicrosoft Corp
5.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.3%
ELVElevance Health, Inc.
4.6%
V4.6%UNH3.6%ORLY3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 10.4% Trimmed −14%BRK-B Berkshire Hathaway Inc 9.8% Added +6%META Meta Platforms, Inc. 9.0% Added +2%NU Nu Holdings Ltd. 8.4% Added +10%AXP American Express Co 6.7% Added +3%JPM JPMorgan Chase & Co 5.4% Trimmed −7%MSFT Microsoft Corp 5.4% Added +29%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.3% Added +3%ELV Elevance Health, Inc. 4.6% Added +3%V Visa Inc. 4.6% Added +18%UNH UnitedHealth Group Inc 3.6% Added +3%ORLY O'Reilly Automotive Inc 3.1% Added +3%
What changed
Biggest moves since Mar 31, 2026
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