Unison Asset Management LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $22.3M, Berkshire Hathaway Inc Class B with a value of $21.3M, Alphabet Inc. with a value of $19.7M, Nu Holdings Ltd. with a value of $16.1M, and Elevance Health, Inc. with a value of $12.5M.

Examining the 13F form we can see an increase of $12.8M in the current position value, from $198M to 210M.

Below you can find more details about Unison Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $210 Million
Financial Services: $73 Million
Communication Services: $42.5 Million
Technology: $37.5 Million
Healthcare: $22.4 Million
Consumer Cyclical: $21 Million
Industrials: $12.5 Million
ETFs: $1.39 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $210 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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