Unison Asset Management LLC 13F Holdings

CIK 0001840755

As of Sep 30, 2025, Unison Asset Management LLC reported 32 positions worth $410.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity203,330$49.4M12.03%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services83,956$42.2M10.27%
NU HOLDINGS LTDNUFinancial Services2,565,588$41.1M10.00%
META PLATFORMS INCMETACommunication Services42,158$31.0M7.53%
JPMORGAN CHASE & COJPMFinancial Services82,886$26.1M6.36%
AMERICAN EXPRESS COAXPFinancial Services74,334$24.7M6.01%
LOWES COMPANIES INCLOWConsumer Cyclical80,076$20.1M4.90%
BANK OF AMERICA CORPBACFinancial Services340,224 7.6M4.27%
MICROSOFT CORPMSFTTechnology33,550 7.4M4.23%
ELEVANCE HEALTH INCELVHealthcare51,842 6.8M4.08%
WELLS FARGO & COMPANYWFCFinancial Services197,836 6.6M4.04%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical153,240 6.5M4.02%
APPLIED MATERIALS INCAMATTechnology71,258 4.6M3.55%
CDW CORPCDWTechnology88,676 4.1M3.44%
UNITEDHEALTH GROUP INCUNHHealthcare37,552 3.0M3.16%
VISA INC-CLASS A SHARESVFinancial Services34,874 1.9M2.90%
APPLE INCAAPLTechnology42,032 0.7M2.60%
DEERE & CODEIndustrials11,394$5.2M1.27%
NUTANIX INCNTNXTechnology56,378$4.2M1.02%
TESLA INCTSLAConsumer Cyclical8,380$3.7M0.91%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology9,888$2.8M0.67%
ON HOLDING AGONONConsumer Cyclical60,604$2.6M0.62%
SPDR S&P 500 ETF TRUSTSPY—3,536$2.4M0.57%
UBER TECHNOLOGIES INCUBERTechnology15,300 .5M0.36%
WISDOMTREE JAPAN HEDGED EQUITY FUNDDXJ—8,400 .1M0.26%