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Unison Asset Management LLC
Unison Asset Management LLC is a registered investment adviser offering portfolio management with extensive experience across different asset classes within private and public markets.
Investment Strategy
Private owner mental model, applying diligence and mental models used in private equity to identify hidden fundamental value.
Latest 13F Filing Activity
Unison Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 28 equity positions with a total 13F market value of $198M. The fund increased holdings in Meta Platforms Inc., Nu HLDGS LTD, Alphabet Inc. among other positions. Unison Asset Management LLC reduced exposure to Unitedhealth Group Inc., Elevance Health Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 12.37% | $24.5M | 33,251 | $229.48 | $738.09 | +$6.4M |
| ALPHABET INC | 10.53% | $20.9M | 118,560 | $122.99 | $176.23 | +$3.7M | |
| BERKSHIRE HATHAWAY INC DEL | 10.28% | $20.4M | 41,978 | $261.76 | $485.77 | -$789.8K | |
N NU | NU HLDGS LTD | 8.82% | $17.5M | 1,275,969 | $6.99 | $13.72 | +$4.7M |
J JPM | JPMORGAN CHASE & CO | 6.06% | $12.0M | 41,443 | $131.16 | $289.91 | +$2.8M |
Industry Allocation
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