Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Unison Asset Management LLC (CIK 1840755) reported $218.8M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($24.1M, 11.00%), META ($22.0M, 10.04%), BRK/B ($21.8M, 9.98%), NU ($20.3M, 9.29%), AXP ($14.3M, 6.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $24.1M | 11.00% | 83,718 | Trimmed |
| 2 | META | META PLATFORMS INC | $22.0M | 10.04% | 38,406 | Trimmed |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.8M | 9.98% | 45,570 | Added |
| 4 | NU | NU HLDGS LTD | $20.3M | 9.29% | 1.4M | Added |
| 5 | AXP | AMERICAN EXPRESS CO | $14.3M | 6.55% | 47,385 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $12.8M | 5.84% | 43,416 | Added |
| 7 | MSFT | MICROSOFT CORP | $10.2M | 4.66% | 27,533 | Added |
| 8 | TSM | TAIWAN SEMI | $8.9M | 4.08% | 26,420 | Added |
| 9 | V | VISA INC | $8.4M | 3.83% | 27,697 | Added |
| 10 | ELV | ELEVANCE HEALTH INC | $8.3M | 3.80% | 28,380 | Added |
| 11 | ORLY | OREILLY AUTOMOTIVE INC | $7.4M | 3.39% | 80,351 | Added |
| 12 | LOW | LOWES COS INC | $7.4M | 3.39% | 31,413 | Added |
| 13 | CDW | CDW CORP | $6.0M | 2.73% | 49,310 | Added |
| 14 | BAC | BK OF AMERICA CORP | $5.8M | 2.65% | 118,861 | Trimmed |
| 15 | UNH | UNITEDHEALTH GROUP INC | $5.6M | 2.58% | 20,863 | Added |
| 16 | AAPL | APPLE INC | $5.6M | 2.55% | 21,957 | Added |
| 17 | WFC | WELLS FARGO CO NEW | $5.4M | 2.47% | 67,768 | Trimmed |
| 18 | BKNG | BOOKING HOLDINGS INC | $4.6M | 2.08% | 1,081 | New |
| 19 | ADBE | ADOBE SYSTEMS INCORPORATED | $4.1M | 1.88% | 16,889 | Added |
| 20 | DE | DEERE & CO | $4.1M | 1.85% | 7,192 | Added |
| 21 | ONON | ON HLDG AG NAMEN AKT A | $3.9M | 1.80% | 115,689 | Added |
| 22 | SPOT | SPOTIFY TECHNOLOGY S A | $2.2M | 1.02% | 4,623 | New |
| 23 | TSLA | TESLA INC | $1.6M | 0.71% | 4,190 | Hold |
| 24 | SPY | SPDR S&P 500 ETF TR | $1.1M | 0.53% | 1,768 | Hold |
| 25 | DXJ | WISDOMTREE TR | $666,036 | 0.30% | 4,200 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31