Unison Asset Management LLC

Q3 2025 13F Holdings

  • Location
    aventura, FL
  • Num holdings

    32

  • Value ($000)

    $213,982

  • Date Filed
    11/13/2025
  • Form type
    restatement
  • CIK
    0001840755
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$24.71M
12 %

101,665

M
META

META PLATFORMS INC

CL A
30303M102
$23.37M
11 %

31,827

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$21.10M
10 %

41,978

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$20.54M
10 %

1,282,794

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$13.07M
6 %

41,443

A
AXP

AMERICAN EXPRESS CO

COM
025816109
$12.35M
6 %

37,167

L
LOW

LOWES COS INC

COM
548661107
$10.06M
5 %

40,038

B
BAC

BK OF AMERICA CORP

COM
060505104
$8.78M
4 %

170,112

M
MSFT

MICROSOFT CORP

COM
594918104
$8.69M
4 %

16,775

E
ELV

ELEVANCE HEALTH INC

COM
036752103
$8.38M
4 %

25,921

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