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Unison Asset Management LLC

All holdings · as of Jun 30, 2026

32 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.$25.69M71,89610.4%
Warren E. Buffett$24.11M48,1899.8%
Meta Platforms Inc$22.17M39,3669.0%
NU HLDGS LTD$20.72M1,550,8468.4%
AMERICAN EXPRESS CO$16.50M48,7826.7%
JPMORGAN CHASE & CO$13.23M40,4195.4%
MICROSOFT CORP$13.21M35,4215.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$12.98M27,1795.3%
Elevance Health Inc$11.28M29,1754.6%
Visa Inc$11.21M32,6774.6%
UNITEDHEALTH GROUP INC$8.90M21,4213.6%
O REILLY AUTOMOTIVE INC$7.60M82,5393.1%
CDW Corp$7.14M50,7512.9%
LOWES COMPANIES INC$7.11M32,2562.9%
Apple Inc.$6.52M22,5322.6%
Booking Holdings Inc$5.64M31,6562.3%
ON HLDG AG NAMEN AKT A$5.26M148,3672.1%
DEERE & CO$4.69M7,3901.9%
WELLS FARGO & COMPANY/MN$4.56M55,1331.9%
ADOBE INC.$4.35M21,2411.8%
BANK OF AMERICA CORP /DE$3.89M68,2211.6%
SPOTIFY TECHNOLOGY S A$3.13M6,8191.3%
Tesla Inc$1.76M4,1900.7%
SPDR S&P 500 ETF TR$1.32M1,7680.5%
WISDOMTREE TR$728.8K4,2000.3%
CATERPILLAR INC$645.3K6060.3%
THE GOLDMAN SACHS GROUP, INC.$606.8K6000.2%
Uber Technologies, Inc$552.0K7,6500.2%
Amazon.com Inc$464.0K1,9470.2%
KKR & Co. Inc.$153.1K1,6680.1%
NIKE, Inc.$101.4K2,4690.0%
Alphabet Inc.$1.8K50.0%
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