Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Unisphere Establishment manages $13.4B across 59 positions as of Q4 2025. Top holdings: JPM (11.6%), TMO (8.5%), INTU (8.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 7 new positions, 9 exits, 24 increased. Top move: SPGI (INCREASED, conviction 69). Portfolio: $13.4B across 59 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile