UEUnisphere Establishment
Institutional investor · Portfolio as of Q2 2026
Top Holdings56 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 4.8M | $1.6B | 13.4% | $162.36 | +116.55% | 11 qtrssince 2023-Q4 | Unchanged 0 |
ALPHABET INC-CL A | 3.2M | $1.1B | 9.7% | $228.63 | +50.82% | 10 qtrssince 2024-Q1 | Increased 68 |
THERMO FISHER SCIENTIFIC INC | 2.1M | $1B | 8.8% | $522.77 | +20.37% | 11 qtrssince 2023-Q4 | Unchanged 0 |
BLACKROCK INC | 915,500 | $880.3M | 7.5% | $975.24 | +18.59% | 7 qtrssince 2024-Q4 | Increased 62 |
S&P GLOBAL INC | 2.1M | $821.9M | 7.0% | $448.14 | -3.76% | 11 qtrssince 2023-Q4 | Increased 62 |
MICROSOFT CORP | 2M | $736.5M | 6.3% | $400.93 | +20.01% | 11 qtrssince 2023-Q4 | Increased 67 |
| 2.1M | $459M | 3.9% | — | — | — | New 87 | |
| 2.1M | $458.7M | 3.9% | $221.08 | -25.49% | 1 qtr | New 87 | |
NVIDIA CORP | 2.2M | $442.2M | 3.8% | $158.99 | +35.06% | 10 qtrssince 2024-Q1 | Decreased 0 |
INTUIT INC | 1.5M | $387.6M | 3.3% | $616.60 | -40.48% | 11 qtrssince 2023-Q4 | Decreased 0 |
AMAZON.COM INC | 1.5M | $354.1M | 3.0% | $198.48 | +30.30% | 11 qtrssince 2023-Q4 | Increased 74 |
PFIZER INC | 14.7M | $352.8M | 3.0% | $23.98 | +17.04% | 11 qtrssince 2023-Q4 | Unchanged 0 |
VISA INC-CLASS A SHARES | 960,000 | $329.4M | 2.8% | $256.69 | +42.48% | 11 qtrssince 2023-Q4 | Decreased 0 |
LINDE PLC | 562,500 | $291.9M | 2.5% | $418.21 | +16.58% | 11 qtrssince 2023-Q4 | Unchanged 0 |
BROADCOM INC | 641,600 | $242.4M | 2.1% | $195.75 | +88.23% | 9 qtrssince 2024-Q2 | Unchanged 0 |
TJX COMPANIES INC | 1.4M | $207.7M | 1.8% | $102.25 | +37.59% | 11 qtrssince 2023-Q4 | Decreased 0 |
REPUBLIC SERVICES INC | 874,700 | $186.4M | 1.6% | $215.97 | +2.18% | 7 qtrssince 2024-Q4 | Increased 59 |
ANALOG DEVICES INC | 400,000 | $158.9M | 1.4% | $397.17 | -6.06% | 1 qtr | New 69 |
DANAHER CORP | 809,000 | $154.1M | 1.3% | $217.84 | +0.47% | 6 qtrssince 2025-Q1 | Increased 59 |
ARTHUR J GALLAGHER & CO | 639,700 | $146.9M | 1.3% | $274.00 | -3.72% | 11 qtrssince 2023-Q4 | Increased 48 |
Unisphere Establishment manages $11.7B across 56 positions as of Q2 2026. Top holdings: JPM (13.4%), GOOGL (9.7%), TMO (8.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 14 new positions, 8 exits, 12 increased. Top move: HON (NEW, conviction 87). Portfolio: $11.7B across 56 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer