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Unisphere Establishment

Q3 2024 · 13F-HR

Unisphere Establishmentholdings as filed

Filed 2024-11-14 · accession 0000947871-24-000897

$10.55B
Reported value
60
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46625H100JPMJPMorgan Chase & Co$1.13B10.7%5,350,000CommonSOLE
883556102TMOThermo Fisher Scientific Inc$989.7M9.38%1,600,000CommonSOLE
78409V104SPGIS&P Global Inc$878.3M8.32%1,700,000CommonSOLE
98978V103ZTSZoetis Inc$874.3M8.28%4,475,000CommonSOLE
438516106HONHoneywell International Inc$764.8M7.25%3,700,000CommonSOLE
09247X101BLKCHFBlackRock Inc$712.1M6.75%750,000CommonSOLE
461202103INTUIntuit Inc$621.0M5.88%1,000,000CommonSOLE
594918104MSFTMicrosoft Corp$546.5M5.18%1,270,150CommonSOLE
92826C839VVisa Inc$413.8M3.92%1,505,000CommonSOLE
717081103PFEPfizer Inc$366.1M3.47%12,650,000CommonSOLE
02079K305GOOGLAlphabet Inc$338.6M3.21%2,041,800CommonSOLE
91324P102UNHUnitedHealth Group Inc$233.9M2.22%400,000CommonSOLE
254687106DISWalt Disney Co/The$226.0M2.14%2,350,000CommonSOLE
617446448MSMorgan Stanley$203.3M1.93%1,950,000CommonSOLE
G54950103LINLinde PLC$202.9M1.92%425,500CommonSOLE
023135106AMZNAmazon.com Inc$192.0M1.82%1,030,600CommonSOLE
67066G104NVDANVIDIA Corp$184.8M1.75%1,521,800CommonSOLE
101137107BSXBoston Scientific Corp$181.5M1.72%2,166,400CommonSOLE
81369Y803XLKSelect Sector SPDR TR$158.0M1.50%700,000CommonSOLE
459200101IBMInternational Business Machines Cor$154.8M1.47%700,000CommonSOLE
79466L302CRMsalesforce.com Inc$153.0M1.45%559,000CommonSOLE
872540109TJXTJX Cos Inc/The$147.4M1.40%1,254,000CommonSOLE
11135F101AVGOBroadcom Inc$146.6M1.39%849,700CommonSOLE
57636Q104MAMastercard Inc$105.0M1.00%212,700CommonSOLE
097023105BABoeing Co/The$98.8M0.94%650,000CommonSOLE
81141R100SESea Ltd$82.5M0.78%875,000CommonSOLE
02215L209KNTKKinetik Holdings Inc$64.9M0.62%1,434,230CommonNONE
806857108SLBSchlumberger NV$58.7M0.56%1,400,000CommonSOLE
40415F101HDBHDFC Bank Ltd$26.3M0.25%420,000CommonSOLE
81369Y506XLESelect Sector SPDR TR$22.9M0.22%261,000CommonSOLE
30303M102METAMeta Platforms Inc$20.8M0.20%36,250CommonSOLE
037833100AAPLApple Inc$20.4M0.19%87,500CommonSOLE
05368X102AVDXAvidXchange Holdings Inc$16.5M0.16%2,040,316CommonNONE
G4124C109GRABGrab Holdings Ltd$15.0M0.14%3,955,331CommonNONE
912008109USFDUS Foods Holding Corp$14.8M0.14%240,500CommonSOLE
036752103ELVElevance Health Inc$13.9M0.13%26,800CommonSOLE
931142103WMTWalmart Inc$12.9M0.12%160,000CommonSOLE
670100205NVONovo Nordisk A/S$11.6M0.11%97,500CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing$11.3M0.11%65,000CommonSOLE
48251W104KKRKKR & Co Inc$9.7M0.09%74,500CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$9.7M0.09%20,800CommonSOLE
G0450A105ACGLArch Capital Group Ltd$9.6M0.09%86,000CommonSOLE
67103H107ORLYOReilly Automotive Inc$9.4M0.09%8,200CommonSOLE
03076C106AMPAmeriprise Financial Inc$9.4M0.09%20,000CommonSOLE
169656105CMGChipotle Mexican Grill Inc$8.8M0.08%153,000CommonSOLE
10950A106BTSGBrightSpring Health Services Inc$8.5M0.08%580,000CommonSOLE
026874784AIGAmerican International Group Inc$8.1M0.08%111,000CommonSOLE
81369Y605XLFSelect Sector SPDR TR$7.9M0.08%175,000CommonSOLE
68278B107K4FOnestream Inc$7.6M0.07%223,000CommonSOLE
060505104BACBank of America Corp$7.5M0.07%190,000CommonSOLE
032654105ADIAnalog Devices Inc$7.0M0.07%30,500CommonSOLE
G29183103ETNEaton Corp PLC$6.6M0.06%20,000CommonSOLE
363576109AJGArthur J Gallagher & Co$5.8M0.05%20,500CommonSOLE
773903109ROKRockwell Automation Inc$5.8M0.05%21,450CommonSOLE
05352A100AVTRAvantor Inc$5.7M0.05%220,000CommonSOLE
532457108LLYEli Lilly and Co$5.6M0.05%6,300CommonSOLE
874054109TTWOTake-Two Interactive Software Inc$5.4M0.05%35,000CommonSOLE
02008G102Allurion Technologies Inc$761,5480.01%1,242,330CommonNONE
83542D300SONDQSonder Holdings Inc$606,8700.01%129,673CommonNONE
37611X209DNAGinkgo Bioworks Holdings Inc$372,8630.00%45,750CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.