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Unisphere Establishment

SEC CIK
0002012090
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
63
0 vs. Q4 2023
Portfolio value
$9.90B
+$229.3M (+2.4%) vs. Q4 2023
Filed
May 13, 2024
SEC
Holdings of Unisphere Establishment in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
JPMJPMorgan Chase & CoStock5,675,000$1.14B11.5%+75,000+1.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,400,000$813.7M8.2%+50,000+3.7%AddedHistory
ZTSZoetis Inc.Stock4,550,000$769.9M7.8%+725,000+19.0%AddedHistory
SPGIS&P Global Inc.Stock1,700,000$723.3M7.3%00.0%UnchangedHistory
HONHoneywell International IncCOM3,200,000$656.8M6.6%−55,000−1.7%ReducedHistory
BLKBlackRock, Inc.COM750,000$625.3M6.3%00.0%UnchangedHistory
INTUIntuit Inc.Stock960,000$624.0M6.3%−140,000−12.7%ReducedHistory
MSFTMicrosoft CorpStock1,087,750$457.6M4.6%+247,750+29.5%AddedHistory
VVisa Inc.Stock1,460,000$407.5M4.1%−57,000−3.8%ReducedHistory
DISWalt Disney CoStock2,902,000$355.1M3.6%+38,750+1.4%AddedHistory
PFEPfizer IncStock12,650,000$351.0M3.5%+1,125,000+9.8%AddedHistory
WDAYWorkday, Inc.CL A1,200,000$327.3M3.3%−230,000−16.1%ReducedHistory
GOOGLAlphabet Inc.Stock1,725,000$260.4M2.6%+1,725,000NewHistory
IBMInternational Business Machines CorpStock1,165,000$222.5M2.2%−20,000−1.7%ReducedHistory
UNHUnitedHealth Group IncStock428,000$211.7M2.1%−1,000−0.2%ReducedHistory
MSMorgan StanleyStock1,950,000$183.6M1.9%−415,000−17.5%ReducedHistory
LINLinde PLCStock379,500$176.2M1.8%+10,000+2.7%AddedHistory
AMZNAmazon Com IncStock938,000$169.2M1.7%+849,500+959.9%AddedHistory
BSXBoston Scientific CorpStock2,325,500$159.3M1.6%00.0%UnchangedHistory
RPRXRoyalty Pharma plcSHS CLASS A5,000,000$151.8M1.5%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock490,750$147.8M1.5%+468,250+2,081.1%AddedHistory
TRUTransUnionCOM1,669,500$133.2M1.3%−928,000−35.7%ReducedHistory
BABoeing CoStock650,000$125.4M1.3%−120,000−15.6%ReducedHistory
TJXTJX Companies IncStock1,142,500$115.9M1.2%+1,025,000+872.3%AddedHistory
BAXBaxter International IncStock2,000,000$85.5M0.9%−2,000,000−50.0%ReducedHistory
SLBSLB LimitedStock1,400,000$76.7M0.8%00.0%UnchangedHistory
KNTKKinetik Holdings Inc.COM NEW CL A1,434,230$57.2M0.6%00.0%UnchangedHistory
SESea LtdSPONSORD ADS875,000$47.0M0.5%00.0%UnchangedHistory
AVDXAvidXchange Holdings, Inc.COM2,040,316$26.8M0.3%00.0%UnchangedHistory
MAMastercard IncStock35,000$16.9M0.2%+35,000NewHistory
GOOGAlphabet Inc.Stock110,000$16.7M0.2%−1,535,000−93.3%ReducedHistory
USFDUS Foods Holding Corp.COM300,000$16.2M0.2%+70,000+30.4%AddedHistory
WMTWalmart Inc.Stock240,000$14.4M0.1%00.0%UnchangedConverted for a 3-for-1 splitHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR105,000$14.3M0.1%+105,000NewHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF140,000$13.2M0.1%+29,000+26.1%Added–
BTSGBrightSpring Health Services, Inc.COM1,189,553$12.9M0.1%+1,189,553NewHistory
NVONovo Nordisk A SADR97,500$12.5M0.1%+42,500+77.3%AddedHistory
GRABGrab Holdings LtdCLASS A ORD3,955,331$12.4M0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock205,000$11.9M0.1%−50,000−19.6%ReducedHistory
ELVElevance Health, Inc.Stock22,200$11.5M0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock12,250$11.1M0.1%+12,250NewHistory
HDBHDFC Bank LtdSPONSORED ADS170,000$9.51M0.1%+170,000NewHistory
VRTXVertex Pharmaceuticals IncStock22,000$9.20M0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock50,000$9.02M0.1%−57,500−53.5%ReducedHistory
AIGAmerican International Group, Inc.Stock111,000$8.68M0.1%+111,000NewHistory
AJGArthur J. Gallagher & Co.COM34,700$8.68M0.1%−632,000−94.8%ReducedHistory
EAElectronic Arts Inc.COM65,000$8.62M0.1%+30,000+85.7%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF200,000$8.42M0.1%+200,000New–
ADIAnalog Devices IncStock40,000$7.91M0.1%+40,000NewHistory
AMPAmeriprise Financial IncCOM18,000$7.89M0.1%−12,000−40.0%ReducedHistory
PGProcter & Gamble CoStock44,000$7.14M0.1%+44,000NewHistory
ORLYO Reilly Automotive IncStock6,200$7.00M0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock21,450$6.25M0.1%−11,450−34.8%ReducedHistory
KKRKKR & Co. Inc.COM62,000$6.24M0.1%−63,000−50.4%ReducedHistory
CMGChipotle Mexican Grill IncCOM2,000$5.81M0.1%+2,000NewHistory
ACGLArch Capital Group Ltd.Stock62,000$5.73M0.1%+62,000NewHistory
AVTRAvantor, Inc.COM220,000$5.63M0.1%+220,000NewHistory
METAMeta Platforms, Inc.Stock10,000$4.86M<0.1%+10,000NewHistory
DTDynatrace, Inc.Stock85,000$3.95M<0.1%+85,000NewHistory
ALURAllurion Technologies, Inc.COM SHS1,242,330$2.17M<0.1%00.0%UnchangedHistory
DNAGinkgo Bioworks Holdings, Inc.CL A SHS1,830,004$2.12M<0.1%00.0%UnchangedHistory
SONDSonder Holdings Inc.CL A NEW129,673$383.8K<0.1%00.0%UnchangedHistory
TPHSTrinity Place Holdings Inc.COM1,483,000$222.4K<0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (15)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Unisphere Establishment sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
IQVIQVIA Holdings Inc.Stock800,000$185.1M1.9%History
NKENIKE, Inc.Stock950,000$103.1M1.1%History
MRNAModerna, Inc.Stock600,000$59.7M0.6%History
PYPLPayPal Holdings, Inc.Stock600,000$36.8M0.4%History
MCDMcDonalds CorpStock53,250$15.8M0.2%History
KVUEKenvue Inc.Stock500,000$10.8M0.1%History
IBKRInteractive Brokers Group, Inc.Stock122,500$10.2M0.1%History
TTWOTake Two Interactive Software IncCOM60,000$9.66M0.1%History
FOURShift4 Payments, Inc.CL A115,000$8.55M0.1%History
BWINBaldwin Insurance Group, Inc.COM CL A321,000$7.71M0.1%History
PWRQuanta Services, Inc.COM30,000$6.47M0.1%History
WKWorkiva IncCOM CL A60,500$6.14M0.1%History
RIVNRivian Automotive, Inc.Stock250,000$5.87M0.1%History
State Street SPDR S&P Regional Banking ETF78464A698ETF110,000$5.77M0.1%–
BDXBecton Dickinson & CoStock19,000$4.63M<0.1%History