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Home > Institutional Investor > Unison Asset Management Llc > Profile

Instuitional Investor - Unison Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Unison Asset Management Llc
Portfolio Value $169,885,294
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 41,926 $21,181,473 12.47%
2.
Meta Platforms Inc.
 META 34,147 $18,114,284 10.66%
3.
Alphabet Inc.
 GOOGL 116,388 $17,167,415 10.11%
4.
Nu Holdings Ltd.
 NU 1,261,650 $12,797,557 7.53%
5.
Elevance Health Inc.
 ELV 25,567 $11,044,777 6.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)