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Unisphere Establishment

SEC CIK
0002012090
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
60
−3 vs. Q2 2024
Portfolio value
$10.6B
+$620.4M (+6.2%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Unisphere Establishment in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
JPMJPMorgan Chase & CoStock5,350,000$1.13B10.7%−36,000−0.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock1,600,000$989.7M9.4%+100,000+6.7%AddedHistory
SPGIS&P Global Inc.Stock1,700,000$878.3M8.3%00.0%UnchangedHistory
ZTSZoetis Inc.Stock4,475,000$874.3M8.3%00.0%UnchangedHistory
HONHoneywell International IncCOM3,700,000$764.8M7.2%+500,000+15.6%AddedHistory
BLKBlackRock, Inc.COM750,000$712.1M6.7%00.0%UnchangedHistory
INTUIntuit Inc.Stock1,000,000$621.0M5.9%00.0%UnchangedHistory
MSFTMicrosoft CorpStock1,270,150$546.5M5.2%−3,600−0.3%ReducedHistory
VVisa Inc.Stock1,505,000$413.8M3.9%−15,000−1.0%ReducedHistory
PFEPfizer IncStock12,650,000$366.1M3.5%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock2,041,800$338.6M3.2%+163,300+8.7%AddedHistory
UNHUnitedHealth Group IncStock400,000$233.9M2.2%00.0%UnchangedHistory
DISWalt Disney CoStock2,350,000$226.0M2.1%−663,500−22.0%ReducedHistory
MSMorgan StanleyStock1,950,000$203.3M1.9%00.0%UnchangedHistory
LINLinde PLCStock425,500$202.9M1.9%−15,000−3.4%ReducedHistory
AMZNAmazon Com IncStock1,030,600$192.0M1.8%+8,600+0.8%AddedHistory
NVDANVIDIA CorpStock1,521,800$184.8M1.8%+199,300+15.1%AddedHistory
BSXBoston Scientific CorpStock2,166,400$181.5M1.7%−270,600−11.1%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF700,000$158.0M1.5%+700,000New–
IBMInternational Business Machines CorpStock700,000$154.8M1.5%−200,000−22.2%ReducedHistory
CRMSalesforce, Inc.Stock559,000$153.0M1.4%00.0%UnchangedHistory
TJXTJX Companies IncStock1,254,000$147.4M1.4%−38,500−3.0%ReducedHistory
AVGOBroadcom Inc.Stock849,700$146.6M1.4%+774,700+1,032.9%AddedConverted for a 10-for-1 splitHistory
MAMastercard IncStock212,700$105.0M1.0%+177,700+507.7%AddedHistory
BABoeing CoStock650,000$98.8M0.9%00.0%UnchangedHistory
SESea LtdSPONSORD ADS875,000$82.5M0.8%00.0%UnchangedHistory
KNTKKinetik Holdings Inc.COM NEW CL A1,434,230$64.9M0.6%00.0%UnchangedHistory
SLBSLB LimitedStock1,400,000$58.7M0.6%00.0%UnchangedHistory
HDBHDFC Bank LtdSPONSORED ADS420,000$26.3M0.2%+75,000+21.7%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF261,000$22.9M0.2%+91,000+53.5%Added–
METAMeta Platforms, Inc.Stock36,250$20.8M0.2%+2,750+8.2%AddedHistory
AAPLApple Inc.Stock87,500$20.4M0.2%−6,750−7.2%ReducedHistory
AVDXAvidXchange Holdings, Inc.COM2,040,316$16.5M0.2%00.0%UnchangedHistory
GRABGrab Holdings LtdCLASS A ORD3,955,331$15.0M0.1%00.0%UnchangedHistory
USFDUS Foods Holding Corp.COM240,500$14.8M0.1%−32,000−11.7%ReducedHistory
ELVElevance Health, Inc.Stock26,800$13.9M0.1%+4,600+20.7%AddedHistory
WMTWalmart Inc.Stock160,000$12.9M0.1%−80,000−33.3%ReducedHistory
NVONovo Nordisk A SADR97,500$11.6M0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR65,000$11.3M0.1%+10,000+18.2%AddedHistory
KKRKKR & Co. Inc.COM74,500$9.73M0.1%+12,500+20.2%AddedHistory
VRTXVertex Pharmaceuticals IncStock20,800$9.67M0.1%−1,200−5.5%ReducedHistory
ACGLArch Capital Group Ltd.Stock86,000$9.62M0.1%+24,000+38.7%AddedHistory
ORLYO Reilly Automotive IncStock8,200$9.44M0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM20,000$9.40M0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM153,000$8.82M0.1%+53,000+53.0%AddedHistory
BTSGBrightSpring Health Services, Inc.COM580,000$8.51M0.1%−320,000−35.6%ReducedHistory
AIGAmerican International Group, Inc.Stock111,000$8.13M0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF175,000$7.93M0.1%−125,000−41.7%Reduced–
OSOneStream, Inc.CL A223,000$7.56M0.1%+223,000NewHistory
BACBank of America CorpStock190,000$7.54M0.1%+190,000NewHistory
ADIAnalog Devices IncStock30,500$7.02M0.1%00.0%UnchangedHistory
ETNEaton Corp plcStock20,000$6.63M0.1%00.0%UnchangedHistory
AJGArthur J. Gallagher & Co.COM20,500$5.77M0.1%−14,500−41.4%ReducedHistory
ROKRockwell Automation, IncStock21,450$5.76M0.1%00.0%UnchangedHistory
AVTRAvantor, Inc.COM220,000$5.69M0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock6,300$5.58M0.1%+6,300NewHistory
TTWOTake Two Interactive Software IncCOM35,000$5.38M0.1%00.0%UnchangedHistory
ALURAllurion Technologies, Inc.COM SHS1,242,330$761.5K<0.1%00.0%UnchangedHistory
SONDSonder Holdings Inc.CL A NEW129,673$606.9K<0.1%00.0%UnchangedHistory
DNAGinkgo Bioworks Holdings, Inc.CL A NEW45,750$372.9K<0.1%00.0%UnchangedConverted for a 1-for-40 splitHistory

Sold out since Q2 2024 (7)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Unisphere Establishment sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
WDAYWorkday, Inc.CL A710,000$158.7M1.6%History
RPRXRoyalty Pharma plcSHS CLASS A5,000,000$131.8M1.3%History
BAXBaxter International IncStock2,000,000$66.9M0.7%History
WFCWells Fargo & CompanyStock165,000$9.80M0.1%History
PGProcter & Gamble CoStock44,000$7.26M0.1%History
KVUEKenvue Inc.Stock200,000$3.64M<0.1%History
TPHSTrinity Place Holdings Inc.COM1,483,000$173.5K<0.1%History