UEUnisphere Establishment
Institutional investor · Portfolio as of Q4 2024
Top Holdings62 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 5.3M | $1.3B | 11.1% | $162.36 | +43.70% | 5 qtrssince 2023-Q4 | Decreased 0 |
INTUIT INC | 1.5M | $942.8M | 8.2% | $619.97 | +0.81% | 5 qtrssince 2023-Q4 | Increased 86 |
THERMO FISHER SCIENTIFIC INC | 1.7M | $884.4M | 7.7% | $534.65 | -3.30% | 5 qtrssince 2023-Q4 | Increased 66 |
S&P GLOBAL INC | 1.7M | $865.8M | 7.5% | $435.25 | +13.58% | 5 qtrssince 2023-Q4 | Increased 63 |
HONEYWELL INTL INC | 3.7M | $835.8M | 7.3% | $189.55 | +10.27% | 5 qtrssince 2023-Q4 | Unchanged 0 |
ZOETIS INC | 4.8M | $782.1M | 6.8% | $183.79 | -13.86% | 5 qtrssince 2023-Q4 | Increased 66 |
BLACKROCK INC | 650,000 | $666.3M | 5.8% | $1,006.79 | 0.00% | 1 qtr | New 97 |
MICROSOFT CORP | 1.4M | $608.9M | 5.3% | $393.54 | +7.16% | 5 qtrssince 2023-Q4 | Increased 69 |
VISA INC-CLASS A SHARES | 1.5M | $482.7M | 4.2% | $255.97 | +21.87% | 5 qtrssince 2023-Q4 | Increased 58 |
ALPHABET INC-CL A | 2.2M | $411M | 3.6% | $155.43 | +22.56% | 4 qtrssince 2024-Q1 | Increased 61 |
PFIZER INC | 12.7M | $335.6M | 2.9% | $24.01 | -2.03% | 5 qtrssince 2023-Q4 | Unchanged 0 |
AMAZON.COM INC | 1.1M | $248.2M | 2.2% | $182.80 | +21.06% | 5 qtrssince 2023-Q4 | Increased 58 |
NVIDIA CORP | 1.7M | $230.7M | 2.0% | $124.60 | +10.31% | 4 qtrssince 2024-Q1 | Increased 59 |
INTL BUSINESS MACHINES CORP | 1M | $219.8M | 1.9% | $168.56 | +24.59% | 5 qtrssince 2023-Q4 | Increased 65 |
BOSTON SCIENTIFIC CORP | 2.4M | $213.6M | 1.9% | $61.60 | +45.57% | 5 qtrssince 2023-Q4 | Increased 53 |
UNITEDHEALTH GROUP INC | 400,000 | $202.3M | 1.8% | $505.90 | -2.04% | 5 qtrssince 2023-Q4 | Unchanged 0 |
BROADCOM INC | 841,200 | $195M | 1.7% | $170.58 | +36.87% | 3 qtrssince 2024-Q2 | Decreased 0 |
LINDE PLC | 415,000 | $173.7M | 1.5% | $405.75 | +1.57% | 5 qtrssince 2023-Q4 | Decreased 0 |
TJX COMPANIES INC | 1.4M | $171.9M | 1.5% | $100.89 | +17.19% | 5 qtrssince 2023-Q4 | Increased 54 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 700,000 | $162.8M | 1.4% | $111.67 | +70.15% | 2 qtrssince 2024-Q3 | Unchanged 0 |
Unisphere Establishment manages $11.5B across 62 positions as of Q4 2024. Top holdings: JPM (11.1%), INTU (8.2%), TMO (7.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 11 new positions, 9 exits, 23 increased. Top move: BLK (NEW, conviction 97). Portfolio: $11.5B across 62 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer