How many stocks does Unisphere Establishment own?

As of Q1 2026, Unisphere Establishment holds 50 positions in their 13F portfolio.

What is Unisphere Establishment's largest holding?

JPM at 11.9% of portfolio, worth $1.4B.

What is Unisphere Establishment's total portfolio value?

$11.9B as of Q1 2026, tracked across 50 holdings.

Is Unisphere Establishment a hedge fund?

Unisphere Establishment is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Unisphere Establishment report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Unisphere Establishment's portfolio changed in Q1 2026?

View Unisphere Establishment's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Unisphere Establishment's investment strategy?

Unisphere Establishment is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Unisphere Establishment Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

UEUnisphere Establishment

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$11.9B

AUM

Positions

Q1 2026

Filing

Rating · 3.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New9%Increased37%Decreased31%Exited23%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 1.6 years

<1Q12%1-4Q10%1-2Y20%2Y+58%

Q1 2026 Summary

Active quarter - 8 new positions, 17 exits, 22 increased. Top move: GOOGL (INCREASED, conviction 91). Portfolio: $11.9B across 50 positions.

Portfolio Allocation

Top holdings by portfolio weight

JPM11.88%

TMO8.52%

HON7.80%

SPGI7.62%

BLK7.38%

GOOGL7.04%

INTU6.58%

MSFT5.61%

NVDA3.46%

PFE3.46%

Other2.78%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

TSM9Q held

TAIWAN SEMICONDUCTOR MANUFAC

Avg $173.97 · $14.5M est. P&L

Est. P&L

+134.79%

AVGO8Q held

BROADCOM INC

Avg $197.36 · $147.8M est. P&L

Est. P&L

+116.69%

MU1Q held

MICRON TECHNOLOGY INC

Avg $379.68 · $6M est. P&L

Est. P&L

+95.80%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings50 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
JPM JPMORGAN CHASE & CO	4.8M	$1.4B	11.9%	—	$162.36	+83.43%	10 qtrssince 2023-Q4	Unchanged 0
TMO THERMO FISHER SCIENTIFIC INC	2.1M	$1B	8.5%	—	$522.77	-15.51%	10 qtrssince 2023-Q4	Increased 66
HON HONEYWELL INTL INC	4.1M	$926.7M	7.8%	—	$191.57	+10.53%	10 qtrssince 2023-Q4	Decreased 0
SPGI S&P GLOBAL INC	2.1M	$906M	7.6%	—	$448.24	-10.04%	10 qtrssince 2023-Q4	Increased 67
BLK BLACKROCK INC	911,700	$876.8M	7.4%	—	$996.02	+8.62%	6 qtrssince 2024-Q4	Increased 69
GOOGL ALPHABET INC	2.9M	$837M	7.0%	—	$216.11	+83.72%	9 qtrssince 2024-Q1	Increased 91
INTU INTUIT	1.8M	$782.6M	6.6%	—	$616.60	-35.51%	10 qtrssince 2023-Q4	Increased 67
MSFT MICROSOFT CORP	1.8M	$667.1M	5.6%	—	$403.60	+5.86%	10 qtrssince 2023-Q4	Decreased 0
NVDA NVIDIA CORPORATION	2.4M	$411.9M	3.5%	—	$158.99	+44.77%	9 qtrssince 2024-Q1	Increased 69
PFE PFIZER INC	14.7M	$411.4M	3.5%	—	$24.62	+2.94%	10 qtrssince 2023-Q4	Unchanged 0
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