Unison Asset Management LLC
•CIK: 1840755•Filing: Q4 2025
**Unison Asset Management LLC** manages $223M across a concentrated portfolio of 31 positions. The fund exhibits significant conviction in mega-cap technology and financial institutions, with top holdings including META ($26.9M) and GOOGL ($26.3M). Notable allocations also feature BRK/B ($22.4M), AIG ($22.0M), and AXP ($14.1M). This structure suggests a value-oriented, large-cap exposure across growth and cyclical sectors.
Total AUM
$223.3M
QoQ Performance
+4.3%
Positions
30
Top 10 Concentration
72.8%
Latest Filing
Q4 2025
Top Holdings Allocation
META
GOOGL
BRK/B
NU
AXP
JPM
META12.1%
GOOGL11.8%
BRK/B10.0%
NU9.8%
AXP6.3%
JPM6.1%
ELV4.3%
BAC4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Financial34.3%
Technology30.3%
Other25.5%
Consumer4.7%
Healthcare3.0%
Industrial1.6%
ETF0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑16 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023