StockDriftsStockDriftsTop 32 Unison Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 10.43% | 71.9K | $25.7M | -14.12%(-11.82K) | $119.94(+187.40%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.79% | 48.2K | $24.1M | +5.75%(+2.62K) | $285.84(+75.39%) | 2026-06-30 | |
| META | META PLATFORMS INC | 9.01% | 39.4K | $22.2M | +2.50%(+960) | $341.34(+70.01%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 8.41% | 1.55M | $20.7M | +9.70%(+137.10K) | $8.12(+83.88%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 6.7% | 48.8K | $16.5M | +2.95%(+1.40K) | $181.67(+87.04%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 5.37% | 40.4K | $13.2M | -6.90%(-3.00K) | $129.02(+182.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.37% | 35.4K | $13.2M | +28.65%(+7.89K) | $326.55(+48.85%) | 2026-06-30 | |
| TSM | TAIWAN SEMI | 5.27% | 27.2K | $13.0M | +2.87%(+759) | $288.14(+48.15%) | 2026-06-30 | |
| ELV | ELEVANCE HEALTH INC | 4.58% | 29.2K | $11.3M | +2.80%(+795) | $345.92(+14.64%) | 2026-06-30 | |
| V | VISA INC | 4.55% | 32.7K | $11.2M | +17.98%(+4.98K) | $265.69(+36.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.84% | +63.63% | +11.19% | +69.95% |
| Top 20 Holdings Unweighted | +16.75% | +59.14% | +10.36% | +63.74% |
Unison Asset Management LLC reports $246.24M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (10.4%), BRK.B (9.8%) and META (9.0%). The top 20 holdings account for 94.57% of reported assets. Its disclosed equity book has returned +63.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Unison Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840755). View Unison Asset Management LLC’s 13F filings on SEC