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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 $246,241,959
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 71,896 $25,693,474 10.43%
2.
Berkshire Hathaway Inc
 BRK-B 48,189 $24,113,294 9.79%
3.
Meta Platforms Inc.
 META 39,366 $22,174,474 9.01%
4.
Nu Holdings Ltd.
 NU 1,550,846 $20,719,303 8.41%
5.
American Express Co
 AXP 48,782 $16,500,512 6.7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.