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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 $170,339,384
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 45,350 $16,174,531 9.49%
2.
Meta Platforms Inc.
 META 44,689 $15,818,118 9.28%
3.
Alphabet Inc.
 GOOG 109,066 $15,235,430 8.94%
4.
Elevance Health Inc.
 ELV 24,095 $11,362,238 6.67%
5.
Nu Holdings Ltd.
 NU 1,049,161 $8,739,511 5.13%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)