FBInvestor
Funds / Unison Asset Management LLC
Institutional Fund

Unison Asset Management LLC

Aventura, FLCIK 18407556 filings on record

Portfolio Value
$218.76M
Q1 2026
Holdings
32
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-2.0%
from $223.26M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Alphabet Inc11.0%
  • Meta Platforms Inc10.0%
  • Berkshire Hathaway Inc Del10.0%
  • Nu Hldgs Ltd9.3%
  • American Express Co6.6%
  • Jpmorgan Chase & Co.5.8%
  • Other47.3%

Portfolio Holdings

32 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Alphabet Inc83.7K$24.07M11.0%399Reduced
2Meta Platforms Inc38.4K$21.97M10.0%2.4KReduced
3Berkshire Hathaway Inc Del45.6K$21.84M10.0%+965Added
4Nu Hldgs Ltd1.41M$20.32M9.3%+100.6KAdded
5American Express Co47.4K$14.33M6.6%+9.3KAdded
6Jpmorgan Chase & Co.43.4K$12.77M5.8%+933Added
7Microsoft Corp27.5K$10.19M4.7%+10.0KAdded
8Taiwan Semiconductor Mfg Ltd26.4K$8.93M4.1%+601Added
9Visa Inc27.7K$8.37M3.8%+8.2KAdded
10Elevance Health Inc28.4K$8.31M3.8%+635Added

22 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio