Unisphere Establishment
•CIK: 2012090•Filing: Q4 2025
Unisphere Establishment, with $13.4 billion in assets under management, is known for its concentrated, high-conviction investment strategy, currently holding 59 positions with significant stakes in JPMorgan Chase and Thermo Fisher Scientific. Recently, the fund has made notable shifts by adding Daiichi Sankyo and Regeneron, while significantly cutting stakes in StubHub and exiting Boeing and Cooper-Standard, reflecting a focus on healthcare and biotech sectors.
Total AUM
$13.4B
QoQ Performance
+4.9%
Positions
59
Top 10 Concentration
67.2%
Latest Filing
Q4 2025
Top Holdings Allocation
JPM
TMO
INTU
SPGI
MSFT
BLK
HON
JPM11.6%
TMO8.5%
INTU8.4%
SPGI7.8%
MSFT6.8%
BLK6.6%
HON6.0%
ZTS4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology27.3%
Financial23.2%
Other21.6%
Healthcare13.1%
Industrial6.0%
Consumer5.1%
Materials1.8%
Communication1.3%
🚪 Exited Positionssold since Q3 2025
—
NIQ GLOBAL INTELLIGENCE PLC
SOLD
$11.8M
+4 more exited positions
Changes from Q3 2025
NEW7 new positions
↑24 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023