UEUnisphere Establishment
Institutional investor · Portfolio as of Q2 2025
Top Holdings58 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 4.8M | $1.4B | 11.3% | $162.36 | +74.35% | 7 qtrssince 2023-Q4 | Unchanged 0 |
INTUIT INC | 1.5M | $1.2B | 9.5% | $619.97 | +24.63% | 7 qtrssince 2023-Q4 | Unchanged 0 |
MICROSOFT CORP | 1.9M | $956.3M | 7.7% | $399.45 | +23.72% | 7 qtrssince 2023-Q4 | Increased 68 |
S&P GLOBAL INC | 1.8M | $949.1M | 7.6% | $439.72 | +17.30% | 7 qtrssince 2023-Q4 | Increased 66 |
HONEYWELL INTL INC | 4M | $931.5M | 7.5% | $191.33 | +11.48% | 7 qtrssince 2023-Q4 | Increased 67 |
BLACKROCK INC | 825,000 | $865.6M | 7.0% | $977.29 | +5.16% | 3 qtrssince 2024-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.1M | $835.2M | 6.7% | $523.52 | -22.14% | 7 qtrssince 2023-Q4 | Increased 65 |
ZOETIS INC | 4.8M | $748.6M | 6.0% | $183.79 | -17.02% | 7 qtrssince 2023-Q4 | Unchanged 0 |
ALPHABET INC-CL A | 2.6M | $456.2M | 3.7% | $161.24 | +10.55% | 6 qtrssince 2024-Q1 | Increased 74 |
VISA INC-CLASS A SHARES | 1.1M | $393.4M | 3.2% | $255.97 | +37.37% | 7 qtrssince 2023-Q4 | Decreased 0 |
PFIZER INC | 12.7M | $306.6M | 2.5% | $24.01 | -7.27% | 7 qtrssince 2023-Q4 | Unchanged 0 |
BROADCOM INC | 917,600 | $252.9M | 2.0% | $169.25 | +61.68% | 5 qtrssince 2024-Q2 | Decreased 0 |
AMAZON.COM INC | 1.1M | $239.4M | 1.9% | $183.93 | +21.40% | 7 qtrssince 2023-Q4 | Decreased 0 |
INTL BUSINESS MACHINES CORP | 750,000 | $221.1M | 1.8% | $168.56 | +69.30% | 7 qtrssince 2023-Q4 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 2M | $211.2M | 1.7% | $61.57 | +74.45% | 7 qtrssince 2023-Q4 | Decreased 0 |
SALESFORCE.COM INC | 734,600 | $200.3M | 1.6% | $282.63 | -3.58% | 7 qtrssince 2023-Q4 | Increased 64 |
BANK OF AMERICA CORP | 4.2M | $196.6M | 1.6% | $40.51 | +14.31% | 4 qtrssince 2024-Q3 | Decreased 0 |
TJX COMPANIES INC | 1.5M | $188M | 1.5% | $102.25 | +18.94% | 7 qtrssince 2023-Q4 | Increased 52 |
LINDE PLC | 400,000 | $187.7M | 1.5% | $405.75 | +13.52% | 7 qtrssince 2023-Q4 | Unchanged 0 |
ARTHUR J GALLAGHER & CO | 530,300 | $169.8M | 1.4% | $279.64 | +13.07% | 7 qtrssince 2023-Q4 | Unchanged 0 |
Unisphere Establishment manages $12.4B across 58 positions as of Q2 2025. Top holdings: JPM (11.3%), INTU (9.5%), MSFT (7.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 5 new positions, 9 exits, 18 increased. Top move: GOOGL (INCREASED, conviction 74). Portfolio: $12.4B across 58 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