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Unisphere Establishment

Q4 2024 · 13F-HR

Unisphere Establishmentholdings as filed

Filed 2025-02-14 · accession 0000947871-25-000169

$11.47B
Reported value
62
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46625H100JPMJPMorgan Chase & Co$1.28B11.1%5,327,000CommonSOLE
461202103INTUIntuit Inc$942.8M8.22%1,500,000CommonSOLE
883556102TMOThermo Fisher Scientific Inc$884.4M7.71%1,700,000CommonSOLE
78409V104SPGIS&P Global Inc$865.8M7.55%1,738,500CommonSOLE
438516106HONHoneywell International Inc$835.8M7.29%3,700,000CommonSOLE
98978V103ZTSZoetis Inc$782.1M6.82%4,800,000CommonSOLE
09290D101BLKBlackRock Inc$666.3M5.81%650,000CommonSOLE
594918104MSFTMicrosoft Corp$608.9M5.31%1,444,650CommonSOLE
92826C839VVisa Inc$482.7M4.21%1,527,200CommonSOLE
02079K305GOOGLAlphabet Inc$411.0M3.58%2,171,000CommonSOLE
717081103PFEPfizer Inc$335.6M2.93%12,650,000CommonSOLE
023135106AMZNAmazon.com Inc$248.2M2.16%1,131,100CommonSOLE
67066G104NVDANVIDIA Corp$230.7M2.01%1,717,800CommonSOLE
459200101IBMInternational Business Machs$219.8M1.92%1,000,000CommonSOLE
101137107BSXBoston Scientific Corp$213.6M1.86%2,391,400CommonSOLE
91324P102UNHUnitedHealth Group Inc$202.3M1.76%400,000CommonSOLE
11135F101AVGOBroadcom Inc$195.0M1.70%841,200CommonSOLE
G54950103LINLinde PLC$173.7M1.51%415,000CommonSOLE
872540109TJXTJX Cos Inc$171.9M1.50%1,422,500CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$162.8M1.42%700,000CommonSOLE
57636Q104MAMastercard Inc$158.0M1.38%300,000CommonSOLE
363576109AJGArthur J Gallagher & Co$150.5M1.31%530,300CommonSOLE
79466L302CRMSalesforce Inc$141.4M1.23%423,000CommonSOLE
617446448MSMorgan Stanley$132.0M1.15%1,050,000CommonSOLE
254687106DISDisney Walt Co$127.5M1.11%1,145,000CommonSOLE
90353T100UBERUber Technologies Inc$127.2M1.11%2,108,000CommonSOLE
931142103WMTWalmart Inc$107.2M0.93%1,187,000CommonSOLE
097023105BABoeing Co$102.7M0.89%580,000CommonSOLE
02215L209KNTKKinetik Holdings Inc$81.3M0.71%1,434,230CommonNONE
81141R100SESea Ltd$55.7M0.49%525,000CommonSOLE
H8088L103SRADSportradar Group AG$51.6M0.45%2,975,525CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$41.0M0.36%70,000CommonSOLE
037833100AAPLApple Inc$21.9M0.19%87,500CommonSOLE
05368X102AVDXAvidXchange Holdings Inc$21.1M0.18%2,040,316CommonNONE
G4124C109GRABGrab Holdings Ltd$18.7M0.16%3,955,331CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$18.1M0.16%211,000CommonSOLE
912008109USFDUS Foods Holding Corp$17.8M0.15%263,500CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$13.0M0.11%66,000CommonSOLE
670100205NVONovo Nordisk A S$12.8M0.11%148,500CommonSOLE
30303M102METAMeta Platforms Inc$11.6M0.10%19,750CommonSOLE
48251W104KKRKKR & Co Inc$11.0M0.10%74,500CommonSOLE
03076C106AMPAmeriprise Financial Inc$10.7M0.09%20,100CommonSOLE
060505104BACBank of America Corp$10.6M0.09%240,750CommonSOLE
67103H107ORLYOReilly Automotive Inc$9.7M0.08%8,200CommonSOLE
169656105CMGChipotle Mexican Grill Inc$9.2M0.08%153,000CommonSOLE
882508104TXNTexas Instruments Inc$8.4M0.07%44,600CommonSOLE
G0450A105ACGLArch Capital Group Ltd$7.7M0.07%83,300CommonSOLE
M2029K104BIRKBirkenstock Holding Plc$7.6M0.07%135,000CommonSOLE
532457108LLYEli Lilly and Co$7.5M0.07%9,700CommonSOLE
68278B107K4FOnestream Inc$7.4M0.06%260,000CommonSOLE
036752103ELVElevance Health Inc$6.8M0.06%18,300CommonSOLE
874054109TTWOTake-Two Interactive Software Inc$6.7M0.06%36,400CommonSOLE
G29183103ETNEaton Corp PLC$6.6M0.06%20,000CommonSOLE
G1151C101ACNAccenture PLC Ireland$6.6M0.06%18,700CommonSOLE
955306105WSTWest Pharmaceutical Svsc Inc$6.5M0.06%19,800CommonSOLE
026874784AIGAmerican International Group Inc$6.3M0.05%86,200CommonSOLE
03783C100APPFAppfolio Inc$6.2M0.05%25,300CommonSOLE
760759100RSGRepublic Services Inc$6.2M0.05%31,000CommonSOLE
10950A106BTSGBrightSpring Health Services Inc$5.5M0.05%322,500CommonSOLE
45674M101INFA1EURInformatica Inc$3.1M0.03%120,000CommonSOLE
02008G102Allurion Technologies$534,2020.00%1,242,330CommonNONE
83542D300SONDQSonder Holdings Inc$412,3600.00%129,673CommonNONE

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.