Unison Asset Management LLC Portfolio Holdings
Unison Asset Management LLC
- $204 Million
- Q4 2024
Unison Asset Management LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $204 Million distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $21.8M, Meta Platforms, Inc. with a value of $21.7M, Berkshire Hathaway Inc Class B with a value of $21.6M, Nu Holdings Ltd. with a value of $12.7M, and American Express CO with a value of $10.3M.
Examining the 13F form we can see an decrease of $6.21M in the current position value, from $210M to 204M.
Below you can find more details about Unison Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$204 Million
Financial Services: $76 Million
Communication Services: $43.7 Million
Technology: $31.3 Million
Consumer Cyclical: $21.7 Million
Healthcare: $18.7 Million
Industrials: $11.3 Million
ETFs: $1.43 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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