Unison Asset Management
Unison Asset Management reported 32 stocks worth $246M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are GOOGL (10.4%), BRK.B (9.8%) and META (9.0%). Compared with Q1 2026, the fund added to BRK.B, META and NU and trimmed GOOGL, JPM and WFC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $25.7M | 10.4% | 72K | −12K (−14%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $24.1M | 9.8% | 48K | +2,619 (+6%) | 8 of 8 | |
| 3 |  META Meta Platforms Inc | $22.2M | 9.0% | 39K | +960 (+2%) | 8 of 8 | |
| 4 |  NU NU Hldgs Ltd | $20.7M | 8.4% | 1.6M | +137K (+10%) | 8 of 8 | |
| 5 |  AXP American Express Co | $16.5M | 6.7% | 49K | +1,397 (+3%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $13.2M | 5.4% | 40K | −2,997 (−7%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $13.2M | 5.4% | 35K | +7,888 (+29%) | 8 of 8 | |
| 8 |  TSM Taiwan Semiconductor Mfg Ltd | $13M | 5.3% | 27K | +759 (+3%) | 4 of 8 | |
| 9 |  ELV Elevance Health Inc | $11.3M | 4.6% | 29K | +795 (+3%) | 8 of 8 | |
| 10 |  V Visa Inc | $11.2M | 4.5% | 33K | +4,980 (+18%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Unison Asset Management 13F FAQ
What does Unison Asset Management own?
Unison Asset Management reported 32 stocks worth $246M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are GOOGL (10.4%), BRK.B (9.8%) and META (9.0%). The table above lists every position in the filing (the top 10 without an account).
What did Unison Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 18 added to, 5 trimmed and 0 sold out.
When will Unison Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Unison Asset Management's portfolio worth?
The Q2 2026 filing reports $246M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.