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Unisphere Establishment

SEC CIK
0002012090
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
62
+2 vs. Q3 2024
Portfolio value
$11.5B
+$918.6M (+8.7%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Unisphere Establishment in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
JPMJPMorgan Chase & CoStock5,327,000$1.28B11.1%−23,000−0.4%ReducedHistory
INTUIntuit Inc.Stock1,500,000$942.8M8.2%+500,000+50.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,700,000$884.4M7.7%+100,000+6.3%AddedHistory
SPGIS&P Global Inc.Stock1,738,500$865.8M7.5%+38,500+2.3%AddedHistory
HONHoneywell International IncCOM3,700,000$835.8M7.3%00.0%UnchangedHistory
ZTSZoetis Inc.Stock4,800,000$782.1M6.8%+325,000+7.3%AddedHistory
BLKBlackRock, Inc.Stock650,000$666.3M5.8%−100,000−13.3%ReducedHistory
MSFTMicrosoft CorpStock1,444,650$608.9M5.3%+174,500+13.7%AddedHistory
VVisa Inc.Stock1,527,200$482.7M4.2%+22,200+1.5%AddedHistory
GOOGLAlphabet Inc.Stock2,171,000$411.0M3.6%+129,200+6.3%AddedHistory
PFEPfizer IncStock12,650,000$335.6M2.9%00.0%UnchangedHistory
AMZNAmazon Com IncStock1,131,100$248.2M2.2%+100,500+9.8%AddedHistory
NVDANVIDIA CorpStock1,717,800$230.7M2.0%+196,000+12.9%AddedHistory
IBMInternational Business Machines CorpStock1,000,000$219.8M1.9%+300,000+42.9%AddedHistory
BSXBoston Scientific CorpStock2,391,400$213.6M1.9%+225,000+10.4%AddedHistory
UNHUnitedHealth Group IncStock400,000$202.3M1.8%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock841,200$195.0M1.7%−8,500−1.0%ReducedHistory
LINLinde PLCStock415,000$173.7M1.5%−10,500−2.5%ReducedHistory
TJXTJX Companies IncStock1,422,500$171.9M1.5%+168,500+13.4%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF700,000$162.8M1.4%00.0%Unchanged–
MAMastercard IncStock300,000$158.0M1.4%+87,300+41.0%AddedHistory
AJGArthur J. Gallagher & Co.COM530,300$150.5M1.3%+509,800+2,486.8%AddedHistory
CRMSalesforce, Inc.Stock423,000$141.4M1.2%−136,000−24.3%ReducedHistory
MSMorgan StanleyStock1,050,000$132.0M1.2%−900,000−46.2%ReducedHistory
DISWalt Disney CoStock1,145,000$127.5M1.1%−1,205,000−51.3%ReducedHistory
UBERUber Technologies, IncStock2,108,000$127.2M1.1%+2,108,000NewHistory
WMTWalmart Inc.Stock1,187,000$107.2M0.9%+1,027,000+641.9%AddedHistory
BABoeing CoStock580,000$102.7M0.9%−70,000−10.8%ReducedHistory
KNTKKinetik Holdings Inc.COM NEW CL A1,434,230$81.3M0.7%00.0%UnchangedHistory
SESea LtdSPONSORD ADS525,000$55.7M0.5%−350,000−40.0%ReducedHistory
SRADSportradar Group AGCLASS A ORD SHS2,975,525$51.6M0.4%+2,975,525NewHistory
SPYSPDR S&P 500 ETF TrustETF70,000$41.0M0.4%+70,000NewHistory
AAPLApple Inc.Stock87,500$21.9M0.2%00.0%UnchangedHistory
AVDXAvidXchange Holdings, Inc.COM2,040,316$21.1M0.2%00.0%UnchangedHistory
GRABGrab Holdings LtdCLASS A ORD3,955,331$18.7M0.2%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF211,000$18.1M0.2%−50,000−19.2%Reduced–
USFDUS Foods Holding Corp.COM263,500$17.8M0.2%+23,000+9.6%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR66,000$13.0M0.1%+1,000+1.5%AddedHistory
NVONovo Nordisk A SADR148,500$12.8M0.1%+51,000+52.3%AddedHistory
METAMeta Platforms, Inc.Stock19,750$11.6M0.1%−16,500−45.5%ReducedHistory
KKRKKR & Co. Inc.COM74,500$11.0M0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM20,100$10.7M0.1%+100+0.5%AddedHistory
BACBank of America CorpStock240,750$10.6M0.1%+50,750+26.7%AddedHistory
ORLYO Reilly Automotive IncStock8,200$9.72M0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM153,000$9.23M0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock44,600$8.36M0.1%+44,600NewHistory
ACGLArch Capital Group Ltd.Stock83,300$7.69M0.1%−2,700−3.1%ReducedHistory
BIRKBirkenstock Holding plcCOM SHS135,000$7.65M0.1%+135,000NewHistory
LLYEli Lilly & CoStock9,700$7.49M0.1%+3,400+54.0%AddedHistory
OSOneStream, Inc.CL A260,000$7.42M0.1%+37,000+16.6%AddedHistory
ELVElevance Health, Inc.Stock18,300$6.75M0.1%−8,500−31.7%ReducedHistory
TTWOTake Two Interactive Software IncCOM36,400$6.70M0.1%+1,400+4.0%AddedHistory
ETNEaton Corp plcStock20,000$6.64M0.1%00.0%UnchangedHistory
ACNAccenture plcStock18,700$6.58M0.1%+18,700NewHistory
WSTWest Pharmaceutical Services IncCOM19,800$6.49M0.1%+19,800NewHistory
AIGAmerican International Group, Inc.Stock86,200$6.28M0.1%−24,800−22.3%ReducedHistory
APPFAppfolio IncCOM CL A25,300$6.24M0.1%+25,300NewHistory
RSGRepublic Services, Inc.COM31,000$6.24M0.1%+31,000NewHistory
BTSGBrightSpring Health Services, Inc.COM322,500$5.49M<0.1%−257,500−44.4%ReducedHistory
INFAInformatica Inc.COM CL A120,000$3.11M<0.1%+120,000NewHistory
ALURAllurion Technologies, Inc.COM SHS1,242,330$534.2K<0.1%00.0%UnchangedHistory
SONDSonder Holdings Inc.CL A NEW129,673$412.4K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (8)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Unisphere Establishment sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
SLBSLB LimitedStock1,400,000$58.7M0.6%History
HDBHDFC Bank LtdSPONSORED ADS420,000$26.3M0.2%History
VRTXVertex Pharmaceuticals IncStock20,800$9.67M0.1%History
State Street Financial Select Sector SPDR ETF81369Y605ETF175,000$7.93M0.1%–
ADIAnalog Devices IncStock30,500$7.02M0.1%History
ROKRockwell Automation, IncStock21,450$5.76M0.1%History
AVTRAvantor, Inc.COM220,000$5.69M0.1%History
DNAGinkgo Bioworks Holdings, Inc.CL A NEW45,750$372.9K<0.1%History