Unison Asset Management LLC

13F filer · CIK 0001840755

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$246MU.S. long equity reported on 13F

Positions310 new · 0 closed

Net flow last quarter+$5.33MBuys minus sells

Top 10 positions weight69.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202631 positions
GOOGLAlphabet Inc.	$25.7M	10.43%	0.00%	-14.1%	Q2 2021
BRK.BBerkshire Hathaway Inc	$24.1M	9.79%	Not reported	+5.8%	Q4 2020
METAMeta Platforms, Inc.	$22.2M	9.01%	Not reported	+2.5%	Q4 2020
NUNu Holdings Ltd.	$20.7M	8.41%	Not reported	+9.7%	Q3 2022
AXPAmerican Express Co	$16.5M	6.70%	0.01%	+3.0%	Q4 2020
JPMJPMorgan Chase & Co	$13.2M	5.37%	0.00%	-6.9%	Q4 2020
MSFTMicrosoft Corp	$13.2M	5.37%	0.00%	+28.7%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$13M	5.27%	0.00%	+2.9%	Q3 2025
ELVElevance Health, Inc.	$11.3M	4.58%	0.01%	+2.8%	Q4 2020
VVisa Inc.	$11.2M	4.55%	0.00%	+18.0%	Q4 2020
UNHUnitedhealth Group Inc	$8.9M	3.62%	0.00%	+2.7%	Q4 2020
ORLYO Reilly Automotive Inc	$7.6M	3.09%	0.01%	+2.7%	Q4 2020
CDWCDW Corp	$7.14M	2.90%	0.04%	+2.9%	Q4 2020
LOWLowes Companies Inc	$7.11M	2.89%	0.01%	+2.7%	Q4 2020
AAPLApple Inc.	$6.52M	2.65%	0.00%	+2.6%	Q4 2020
BKNGBooking Holdings Inc.	$5.64M	2.29%	0.00%	+17.1%	Q1 2026
ONONOn Holding AG	$5.26M	2.13%	0.05%	+28.3%	Q3 2025
DEDeere & Co	$4.69M	1.90%	0.00%	+2.8%	Q3 2024
WFCWells Fargo & Company	$4.56M	1.85%	0.00%	-18.6%	Q4 2020
ADBEAdobe Inc.	$4.35M	1.77%	0.01%	+25.8%	Q2 2023
BACBank of America Corp	$3.89M	1.58%	0.00%	-42.6%	Q4 2020
SPOTSpotify Technology S.A.	$3.13M	1.27%	0.00%	+47.5%	Q1 2026
TSLATesla, Inc.	$1.76M	0.72%	0.00%	Not reported	Q3 2022
SPYSPDR S&P 500 ETF Trust	$1.32M	0.54%	Not reported	Not reported	Q3 2022
CATCaterpillar Inc	$645K	0.26%	0.00%	Not reported	Q1 2024
GSGoldman Sachs Group Inc	$607K	0.25%	0.00%	Not reported	Q4 2022
UBERUber Technologies, Inc	$552K	0.22%	0.00%	Not reported	Q3 2022
AMZNAmazon Com Inc	$464K	0.19%	0.00%	Not reported	Q2 2023
KKRKKR & Co. Inc.	$153K	0.06%	0.00%	Not reported	Q3 2024
NKENIKE, Inc.	$101K	0.04%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$1.77K	0.00%	Not reported	-68.8%	Q4 2020
Q1 2026Reported Apr 29, 202631 positions
GOOGLAlphabet Inc.	$24.1M	11.00%	0.00%	-0.5%	Q2 2021
METAMeta Platforms, Inc.	$22M	10.04%	Not reported	-5.8%	Q4 2020
BRK.BBerkshire Hathaway Inc	$21.8M	9.98%	Not reported	+2.2%	Q4 2020
NUNu Holdings Ltd.	$20.3M	9.29%	Not reported	+7.7%	Q3 2022
AXPAmerican Express Co	$14.3M	6.55%	0.01%	+24.4%	Q4 2020
JPMJPMorgan Chase & Co	$12.8M	5.84%	0.00%	+2.2%	Q4 2020
MSFTMicrosoft Corp	$10.2M	4.66%	0.00%	+56.9%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.93M	4.08%	0.00%	+2.3%	Q3 2025
VVisa Inc.	$8.37M	3.83%	0.00%	+41.7%	Q4 2020
ELVElevance Health, Inc.	$8.31M	3.80%	0.01%	+2.3%	Q4 2020
LOWLowes Companies Inc	$7.42M	3.39%	0.01%	+2.4%	Q4 2020
ORLYO Reilly Automotive Inc	$7.42M	3.39%	0.01%	+2.3%	Q4 2020
CDWCDW Corp	$5.97M	2.73%	0.04%	+2.4%	Q4 2020
BACBank of America Corp	$5.79M	2.65%	0.00%	-31.9%	Q4 2020
UNHUnitedhealth Group Inc	$5.65M	2.58%	0.00%	+2.0%	Q4 2020
AAPLApple Inc.	$5.57M	2.55%	0.00%	+2.1%	Q4 2020
WFCWells Fargo & Company	$5.4M	2.47%	0.00%	-33.2%	Q4 2020
BKNGBooking Holdings Inc.	$4.55M	2.08%	0.00%	New	Q1 2026
ADBEAdobe Inc.	$4.11M	1.88%	0.00%	+3532.0%	Q2 2023
DEDeere & Co	$4.05M	1.85%	0.00%	+3.4%	Q3 2024
ONONOn Holding AG	$3.94M	1.80%	0.04%	+220.2%	Q3 2025
SPOTSpotify Technology S.A.	$2.24M	1.02%	0.00%	New	Q1 2026
TSLATesla, Inc.	$1.56M	0.71%	0.00%	Not reported	Q3 2022
SPYSPDR S&P 500 ETF Trust	$1.15M	0.53%	Not reported	Not reported	Q3 2022
UBERUber Technologies, Inc	$550K	0.25%	0.00%	Not reported	Q3 2022
GSGoldman Sachs Group Inc	$508K	0.23%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$429K	0.20%	0.00%	Not reported	Q1 2024
AMZNAmazon Com Inc	$406K	0.19%	0.00%	Not reported	Q2 2023
KKRKKR & Co. Inc.	$154K	0.07%	0.00%	Not reported	Q3 2024
NKENIKE, Inc.	$130K	0.06%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$4.59K	0.00%	Not reported	-68.6%	Q4 2020
Q4 2025Reported Feb 9, 202630 positions
METAMeta Platforms, Inc.	$26.9M	12.06%	Not reported	+28.1%	Q4 2020
GOOGLAlphabet Inc.	$26.3M	11.79%	0.00%	-17.3%	Q2 2021
BRK.BBerkshire Hathaway Inc	$22.4M	10.04%	Not reported	+6.3%	Q4 2020
NUNu Holdings Ltd.	$22M	9.85%	Not reported	+2.4%	Q3 2022
AXPAmerican Express Co	$14.1M	6.31%	0.01%	+2.5%	Q4 2020
JPMJPMorgan Chase & Co	$13.7M	6.13%	0.00%	+2.5%	Q4 2020
ELVElevance Health, Inc.	$9.7M	4.35%	0.01%	+7.0%	Q4 2020
BACBank of America Corp	$9.59M	4.30%	0.00%	+2.5%	Q4 2020
WFCWells Fargo & Company	$9.45M	4.23%	0.00%	+2.6%	Q4 2020
MSFTMicrosoft Corp	$8.39M	3.76%	0.00%	+4.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.88M	3.53%	0.00%	+422.2%	Q3 2025
LOWLowes Companies Inc	$7.44M	3.33%	0.01%	-23.4%	Q4 2020
ORLYO Reilly Automotive Inc	$7.17M	3.21%	0.01%	+2.5%	Q4 2020
VVisa Inc.	$6.83M	3.06%	0.00%	+12.1%	Q4 2020
UNHUnitedhealth Group Inc	$6.7M	3.00%	0.00%	+8.9%	Q4 2020
CDWCDW Corp	$6.57M	2.94%	0.04%	+8.6%	Q4 2020
AAPLApple Inc.	$5.85M	2.62%	0.00%	+2.3%	Q4 2020
DEDeere & Co	$3.27M	1.46%	0.00%	+22.1%	Q3 2024
TSLATesla, Inc.	$1.88M	0.84%	0.00%	Not reported	Q3 2022
ONONOn Holding AG	$1.67M	0.75%	0.01%	-19.8%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.21M	0.54%	Not reported	Not reported	Q3 2022
NTNXNutanix, Inc.	$1.13M	0.51%	0.01%	-22.6%	Q3 2022
UBERUber Technologies, Inc	$625K	0.28%	0.00%	Not reported	Q3 2022
GSGoldman Sachs Group Inc	$527K	0.24%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$449K	0.20%	0.00%	Not reported	Q2 2023
CATCaterpillar Inc	$347K	0.16%	0.00%	Not reported	Q1 2024
KKRKKR & Co. Inc.	$213K	0.10%	0.00%	Not reported	Q3 2024
ADBEAdobe Inc.	$163K	0.07%	0.00%	Not reported	Q2 2023
NKENIKE, Inc.	$157K	0.07%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$16K	0.01%	Not reported	-92.7%	Q4 2020
Q3 2025Reported Nov 14, 202531 positions
GOOGLAlphabet Inc.	$24.7M	11.55%	0.00%	-14.3%	Q2 2021
METAMeta Platforms, Inc.	$23.4M	10.92%	Not reported	-4.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$21.1M	9.86%	Not reported	Not reported	Q4 2020
NUNu Holdings Ltd.	$20.5M	9.60%	Not reported	+0.5%	Q3 2022
JPMJPMorgan Chase & Co	$13.1M	6.11%	0.00%	Not reported	Q4 2020
AXPAmerican Express Co	$12.3M	5.77%	0.01%	Not reported	Q4 2020
LOWLowes Companies Inc	$10.1M	4.70%	0.01%	Not reported	Q4 2020
BACBank of America Corp	$8.78M	4.10%	0.00%	Not reported	Q4 2020
MSFTMicrosoft Corp	$8.69M	4.06%	0.00%	Not reported	Q4 2020
ELVElevance Health, Inc.	$8.38M	3.91%	0.01%	Not reported	Q4 2020
WFCWells Fargo & Company	$8.29M	3.87%	0.00%	Not reported	Q4 2020
ORLYO Reilly Automotive Inc	$8.26M	3.86%	0.01%	Not reported	Q4 2020
AMATApplied Materials Inc	$7.29M	3.41%	0.00%	Not reported	Q4 2020
CDWCDW Corp	$7.06M	3.30%	0.03%	Not reported	Q4 2020
UNHUnitedhealth Group Inc	$6.48M	3.03%	0.00%	Not reported	Q4 2020
VVisa Inc.	$5.95M	2.78%	0.00%	Not reported	Q4 2020
AAPLApple Inc.	$5.35M	2.50%	0.00%	Not reported	Q4 2020
DEDeere & Co	$2.61M	1.22%	0.00%	Not reported	Q3 2024
NTNXNutanix, Inc.	$2.1M	0.98%	0.01%	Not reported	Q3 2022
ONONOn Holding AG	$1.91M	0.89%	0.02%	New	Q3 2025
TSLATesla, Inc.	$1.86M	0.87%	0.00%	Not reported	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.38M	0.65%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.18M	0.55%	Not reported	Not reported	Q3 2022
UBERUber Technologies, Inc	$749K	0.35%	0.00%	Not reported	Q3 2022
GSGoldman Sachs Group Inc	$478K	0.22%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$428K	0.20%	0.00%	Not reported	Q2 2023
CATCaterpillar Inc	$289K	0.14%	0.00%	Not reported	Q1 2024
KKRKKR & Co. Inc.	$217K	0.10%	0.00%	Not reported	Q3 2024
NKENIKE, Inc.	$172K	0.08%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$170K	0.08%	Not reported	-48.2%	Q4 2020
ADBEAdobe Inc.	$164K	0.08%	0.00%	Not reported	Q2 2023

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