UEUnisphere Establishment
Institutional investor · Portfolio as of Q3 2025
Top Holdings61 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 4.8M | $1.5B | 11.9% | $162.36 | +92.63% | 8 qtrssince 2023-Q4 | Decreased 0 |
INTUIT INC | 1.7M | $1.2B | 9.1% | $628.46 | +10.13% | 8 qtrssince 2023-Q4 | Increased 70 |
THERMO FISHER SCIENTIFIC INC | 2.1M | $999.1M | 7.8% | $523.52 | -11.81% | 8 qtrssince 2023-Q4 | Unchanged 0 |
BLACKROCK INC | 825,000 | $961.8M | 7.5% | $977.29 | +17.40% | 4 qtrssince 2024-Q4 | Unchanged 0 |
MICROSOFT CORP | 1.8M | $931.5M | 7.3% | $399.45 | +28.59% | 8 qtrssince 2023-Q4 | Decreased 0 |
HONEYWELL INTL INC | 4.2M | $887.3M | 7.0% | $191.57 | +2.35% | 8 qtrssince 2023-Q4 | Increased 65 |
S&P GLOBAL INC | 1.8M | $876.1M | 6.9% | $439.72 | +11.52% | 8 qtrssince 2023-Q4 | Unchanged 0 |
ZOETIS INC | 4.8M | $702.3M | 5.5% | $183.79 | -21.89% | 8 qtrssince 2023-Q4 | Unchanged 0 |
ALPHABET INC-CL A | 2.1M | $507.7M | 4.0% | $161.24 | +51.26% | 7 qtrssince 2024-Q1 | Decreased 0 |
PFIZER INC | 14.4M | $366.9M | 2.9% | $23.99 | -0.74% | 8 qtrssince 2023-Q4 | Increased 61 |
VISA INC-CLASS A SHARES | 1M | $344.3M | 2.7% | $255.97 | +32.31% | 8 qtrssince 2023-Q4 | Decreased 0 |
NVIDIA CORP | 1.5M | $285M | 2.2% | $145.41 | +25.06% | 7 qtrssince 2024-Q1 | Increased 76 |
BROADCOM INC | 749,900 | $247.4M | 1.9% | $169.25 | +93.84% | 6 qtrssince 2024-Q2 | Decreased 0 |
AMAZON.COM INC | 1.1M | $240.2M | 1.9% | $184.02 | +20.73% | 8 qtrssince 2023-Q4 | Increased 48 |
BANK OF AMERICA CORP | 4.6M | $239.2M | 1.9% | $41.58 | +22.10% | 5 qtrssince 2024-Q3 | Increased 54 |
LINDE PLC | 470,000 | $223.3M | 1.8% | $416.02 | +14.11% | 8 qtrssince 2023-Q4 | Increased 56 |
BOSTON SCIENTIFIC CORP | 2.1M | $205.7M | 1.6% | $63.98 | +52.59% | 8 qtrssince 2023-Q4 | Increased 52 |
TJX COMPANIES INC | 1.4M | $201.6M | 1.6% | $102.25 | +39.65% | 8 qtrssince 2023-Q4 | Decreased 0 |
SALESFORCE.COM INC | 756,100 | $179.2M | 1.4% | $281.55 | -13.08% | 8 qtrssince 2023-Q4 | Increased 49 |
KKR & CO INC | 1.3M | $175M | 1.4% | — | — | — | — |
Unisphere Establishment manages $12.8B across 61 positions as of Q3 2025. Top holdings: JPM (11.9%), INTU (9.1%), TMO (7.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 9 new positions, 6 exits, 23 increased. Top move: NVDA (INCREASED, conviction 76). Portfolio: $12.8B across 61 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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