Unison Asset Management LLC: 13F holdings
CIK 18407552026Q2
| Positions | 32 |
|---|---|
| Reported value | $246.2m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC | 71,896 | $25.7m | 10.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 48,189 | $24.1m | 9.8% |
| META META PLATFORMS INC | 39,366 | $22.2m | 9.0% |
| NU HLDGS LTD | 1,550,846 | $20.7m | 8.4% |
| AXP AMERICAN EXPRESS CO | 48,782 | $16.5m | 6.7% |
| JPM JPMORGAN CHASE & CO | 40,419 | $13.2m | 5.4% |
| MSFT MICROSOFT CORP | 35,421 | $13.2m | 5.4% |
| TSM TAIWAN SEMI | 27,179 | $13.0m | 5.3% |
| ELV ELEVANCE HEALTH INC | 29,175 | $11.3m | 4.6% |
| V VISA INC | 32,677 | $11.2m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840755")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.