UEUnisphere Establishment
Institutional investor · Portfolio as of Q2 2024
Top Holdings63 positions
JPMorgan Chase & Co | 5.4M | $1.1B | 11.0% | $160.80 | +20.04% | 3 qtrssince 2023-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 1.5M | $829.5M | 8.4% | $529.23 | +3.69% | 3 qtrssince 2023-Q4 | Increased 66 |
Zoetis Inc | 4.5M | $775.8M | 7.8% | $185.64 | -9.69% | 3 qtrssince 2023-Q4 | Decreased 0 |
S&P Global Inc | 1.7M | $758.2M | 7.6% | $407.69 | +1.67% | 3 qtrssince 2023-Q4 | Unchanged 0 |
Honeywell International Inc | 3.2M | $683.3M | 6.9% | $195.97 | +2.93% | 3 qtrssince 2023-Q4 | Unchanged 0 |
Intuit Inc | 1M | $657.2M | 6.6% | $612.83 | +5.22% | 3 qtrssince 2023-Q4 | Increased 64 |
BlackRock Inc | 750,000 | $590.5M | 5.9% | $776.94 | -1.77% | 3 qtrssince 2023-Q4 | Unchanged 0 |
Microsoft Corp | 1.3M | $569.3M | 5.7% | $387.21 | +13.43% | 3 qtrssince 2023-Q4 | Increased 71 |
Visa Inc | 1.5M | $399M | 4.0% | $255.14 | +1.14% | 3 qtrssince 2023-Q4 | Increased 60 |
Pfizer Inc | 12.7M | $353.9M | 3.6% | $24.01 | +0.33% | 3 qtrssince 2023-Q4 | Unchanged 0 |
Alphabet Inc | 1.9M | $342.2M | 3.4% | $152.05 | +18.80% | 2 qtrssince 2024-Q1 | Increased 62 |
Walt Disney Co/The | 3M | $299.2M | 3.0% | $89.23 | +9.07% | 3 qtrssince 2023-Q4 | Increased 59 |
UnitedHealth Group Inc | 400,000 | $203.7M | 2.1% | $496.09 | -2.48% | 3 qtrssince 2023-Q4 | Decreased 0 |
Amazon.com Inc | 1M | $197.5M | 2.0% | $178.98 | +7.98% | 3 qtrssince 2023-Q4 | Increased 53 |
Linde PLC | 440,500 | $193.3M | 1.9% | $405.75 | +6.08% | 3 qtrssince 2023-Q4 | Increased 56 |
Morgan Stanley | 2M | $189.5M | 1.9% | $87.04 | +6.23% | 3 qtrssince 2023-Q4 | Unchanged 0 |
Boston Scientific Corp | 2.4M | $187.7M | 1.9% | $58.69 | +31.22% | 3 qtrssince 2023-Q4 | Increased 50 |
NVIDIA Corp | 1.3M | $163.4M | 1.6% | $120.13 | +2.55% | 2 qtrssince 2024-Q1 | Increased 77 |
Workday Inc | 710,000 | $158.7M | 1.6% | $276.06 | -32.41% | 3 qtrssince 2023-Q4 | Decreased 0 |
International Business Machine | 900,000 | $155.7M | 1.6% | $150.80 | +7.77% | 3 qtrssince 2023-Q4 | Decreased 0 |
Unisphere Establishment manages $9.9B across 63 positions as of Q2 2024. Top holdings: JPM (11.0%), TMO (8.4%), ZTS (7.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added 5 new positions, exited 5, increased 20, trimmed 10. Top move: NVDA (INCREASED, conviction 77). Portfolio: $9.9B across 63 positions.
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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
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