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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 $198,411,752
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Meta Platforms Inc.
 META 33,251 $24,542,231 12.37%
2.
Alphabet Inc.
 GOOGL 118,560 $20,893,829 10.53%
3.
Berkshire Hathaway Inc
 BRK.A 41,978 $20,391,653 10.28%
4.
Nu Holdings Ltd.
 NU 1,275,969 $17,506,295 8.82%
5.
Jpmorgan Chase & Co
 JPM 41,443 $12,014,740 6.06%
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)