Unisphere Establishment

CIK: 0002012090SEC EDGAR →

Portfolio Value

$13.4B

Holdings

59

As of

Q4 2025

New Positions

9

Closed Positions

6

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

JPMORGAN CHASE & CO

4,800,000$1.5B
11.56%
2

THERMO FISHER SCIENTIFIC INC

1,960,000$1.1B
8.49%
3

INTUIT INC

1,700,000$1.1B
8.42%
4

S&P GLOBAL INC

2,000,000$1.0B
7.81%
5

MICROSOFT CORP

1,887,450$912.8M
6.82%
6

BLACKROCK INC

825,000$883.0M
6.60%
7

HONEYWELL INTERNATIONAL INC

4,125,000$804.7M
6.02%
8

ZOETIS INC

4,800,000$603.9M
4.51%
9

ALPHABET INC

1,788,600$559.8M
4.18%
10

PFIZER INC

14,650,000$364.8M
2.73%

Quarterly Changes

Top Buys

SPGI↑ Increased
$169.1M
DHR↑ Increased
$119.4M
RSG↑ Increased
$110.4M
META↑ Increased
$95.3M
NVDA↑ Increased
$79.0M

Top Sells

TMO↓ Decreased
$136.6M
BACLOSED
$103.6M
HON↓ Decreased
$82.5M
CRM↓ Decreased
$78.4M
COOCLOSED
$65.0M

New Positions (7)

$71.2M · 1.3M shares
$69.3M · 1.6M shares
$51.1M · 75K shares
$34.2M · 50K shares
$4.8M · 13K shares
$4.7M · 8K shares
$2.1M · 12K shares

Closed Positions (9)

$103.6M · 480K shares
$65.0M · 948K shares
$20.3M · 2.0M shares
$18.1M · 202K shares
$11.8M · 750K shares
$6.4M · 13K shares
$6.1M · 13K shares
$4.2M · 15K shares
$165K · 130K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services14$4.7B35.1%
Technology15$3.2B24.0%
Healthcare10$2.6B19.8%
Industrials4$946.0M7.1%
Communication Services4$845.8M6.3%
Consumer Cyclical8$580.9M4.3%
Basic Materials1$243.7M1.8%
Consumer Defensive2$195.3M1.5%
Unknown1$6.6M0.0%