Fund HoldingsUnisphere Establishment

Total Portfolio Value
$11.45B
Total Bought
$834.57M
Total Sold
$682.14M
Net Transaction
+$152.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BANK OF AMERICA CORP240,7504,195,000+3,954,25010,581175,0571.53%+164,476
KKR & CO INC(KKR)74,5001,262,400+1,187,90011,019145,9461.27%+134,927
BLACKROCK INC(BLK)650,000839,500+189,500666,322794,5706.94%+128,248
THERMO FISHER SCIENTIFIC INC(TMO)1,700,0001,950,000+250,000884,391970,3208.47%+85,929
MICROSOFT CORP(MSFT)1,444,6501,757,650+313,000608,920659,8045.76%+50,884
UBER TECHNOLOGIES INC(UBER)2,108,0002,300,000+192,000127,155167,5781.46%+40,423
UNITEDHEALTH GROUP INC(UNH)400,000450,000+50,000202,344235,6882.06%+33,344
GALLAGHER ARTHUR J & CO(AJG)530,300530,3000150,526183,0811.60%+32,555
WALMART INC(WMT)1,187,0001,502,000+315,000107,245131,8611.15%+24,615
FERRARI N V037,400+37,400016,0030.14%+16,003
SPORTRADAR GROUP AG(SRAD)2,975,5252,975,525051,59664,3310.56%+12,735
LINDE PLC(LIN)415,000400,000-15,000173,748186,2561.63%+12,508
ISHARES TR0332,500+332,50009,4730.08%+9,473
SPDR S&P 500 ETF TRUST(SPY)70,00090,000+20,00041,02650,3450.44%+9,320
SELECT SECTOR SPDR TR
ST STR FINL ETF
0175,000+175,00008,7170.08%+8,717
ZOETIS INC(ZTS)4,800,0004,800,0000782,064790,3206.90%+8,256
HUBSPOT INC(HUBS)013,400+13,40007,6550.07%+7,655
ELECTRONIC ARTS INC(EA)051,000+51,00007,3710.06%+7,371
ATLASSIAN CORPORATION032,800+32,80006,9600.06%+6,960
DANAHER CORPORATION(DHR)033,000+33,00006,7650.06%+6,765
MASTERCARD INCORPORATED(MA)300,000300,0000157,971164,4361.44%+6,465
ANALOG DEVICES INC(ADI)029,000+29,00005,8480.05%+5,848
TOLL BROTHERS INC(TOL)047,000+47,00004,9630.04%+4,963
BOSTON SCIENTIFIC CORP(BSX)2,391,4002,166,400-225,000213,600218,5461.91%+4,947
META PLATFORMS INC(META)19,75027,000+7,25011,56415,5620.14%+3,998
REPUBLIC SERVICES INC(RSG)31,00039,000+8,0006,2379,4440.08%+3,208
SERVICENOW INC(NOW)03,750+3,75002,9860.03%+2,986
SELECT SECTOR SPDR TR
ST STR ENERG ETF
211,000211,000018,07419,7180.17%+1,644
EATON CORP PLC(ETN)20,00029,700+9,7006,6378,0730.07%+1,436
TJX COS INC NEW(TJX)1,422,5001,422,5000171,852173,2611.51%+1,408
ELEVANCE HEALTH INC(ELV)18,30018,30006,7517,9600.07%+1,209
US FOODS HLDG CORP(USFD)263,500287,500+24,00017,77618,8200.16%+1,044
ELI LILLY & CO(LLY)9,7009,70007,4888,0110.07%+523
OREILLY AUTOMOTIVE INC(ORLY)8,2007,060-1,1409,72410,1140.09%+390
ARCH CAP GROUP LTD
ORD
83,30083,30007,6938,0120.07%+319
ACCENTURE PLC IRELAND
SHS CLASS A
18,70021,600+2,9006,5786,7400.06%+162
ALLURION TECHNOLOGIES INC049,695+49,69501600.00%+160
WEST PHARMACEUTICAL SVSC INC(WST)19,80029,500+9,7006,4866,6040.06%+119
SONDER HOLDINGS INC129,673129,67304122590.00%-153
Allurion Technologies1,242,3300-1,242,3305340-534
GRAB HOLDINGS LIMITED
CLASS A ORD
3,955,3313,955,331018,66917,9180.16%-752
SALESFORCE INC(CRM)423,000523,000+100,000141,422140,3521.23%-1,069
CHIPOTLE MEXICAN GRILL INC(CMG)153,000153,00009,2267,6820.07%-1,544
S&P GLOBAL INC(SPGI)1,738,5001,700,000-38,500865,825863,7707.54%-2,055
BIRKENSTOCK HOLDING PLC(BIRK)135,000118,600-16,4007,6495,4380.05%-2,211
Informatica Inc120,0000-120,0003,1120-3,112
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSM)66,00058,000-8,00013,0349,6280.08%-3,406
BOEING CO(BA)580,000580,0000102,66098,9190.86%-3,741
AVIDXCHANGE HOLDINGS INC2,040,3162,040,316021,09717,3020.15%-3,795
AMAZON COM INC(AMZN)1,131,1001,276,100+145,000248,152242,7912.12%-5,361
AMERIPRISE FINL INC(AMP)20,10010,950-9,15010,7025,3010.05%-5,401
BrightSpring Health Services Inc(BTSG)322,5000-322,5005,4920-5,492
Appfolio Inc(APPF)25,3000-25,3006,2420-6,242
American International Group Inc86,2000-86,2006,2750-6,275
Take-Two Interactive Software Inc(TTWO)36,4000-36,4006,7010-6,701
KINETIK HOLDINGS INC(KNTK)1,434,2301,434,230081,33574,4940.65%-6,841
Onestream Inc
CL A
260,0000-260,0007,4150-7,415
APPLE INC(AAPL)87,50065,100-22,40021,91214,4610.13%-7,451
Texas Instruments Inc(TXN)44,6000-44,6008,3630-8,363
INTERNATIONAL BUSINESS MACHS(IBM)1,000,000850,000-150,000219,830211,3611.85%-8,469
NOVO-NORDISK A S(NVO)148,50030,000-118,50012,7742,0830.02%-10,691
DISNEY WALT CO(DIS)1,145,0001,145,0000127,496113,0120.99%-14,484
PFIZER INC(PFE)12,650,00012,650,0000335,605320,5512.80%-15,053
INTUIT(INTU)1,500,0001,500,0000942,750920,9858.04%-21,765
VISA INC(V)1,527,2001,308,100-219,100482,656458,4374.00%-24,220
BROADCOM INC(AVGO)841,200967,600+126,400195,024162,0051.41%-33,019
NVIDIA CORP(NVDA)1,717,8001,795,500+77,700230,683194,5961.70%-36,087
HONEYWELL INTL INC(HON)3,700,0003,700,0000835,793783,4756.84%-52,318
Sea Ltd(SE)525,0000-525,00055,7030-55,702
JPMORGAN CHASE & CO.(JPM)5,327,0004,826,000-501,0001,276,9351,183,81810.34%-93,117
ALPHABET INC(GOOG)2,171,0001,929,000-242,000410,970298,3012.60%-112,670
Morgan Stanley(MS)1,050,0000-1,050,000132,0060-132,006
SELECT SECTOR SPDR TR
ST STR TECHN ETF
700,0000-700,000162,7640-162,764
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