Fund HoldingsUnisphere Establishment

Total Portfolio Value
$11.47B
Total Bought
$2.20B
Total Sold
$1.30B
Net Transaction
+$895.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BlackRock Inc(BLK)0650,000+650,0000666,3225.81%+666,322
Intuit Inc(INTU)1,000,0001,500,000+500,000621,000942,7508.22%+321,750
JPMorgan Chase & Co(JPM)5,350,0005,327,000-23,0001,128,1011,276,93511.13%+148,834
Arthur J Gallagher & Co(AJG)20,500530,300+509,8005,768150,5261.31%+144,758
Uber Technologies Inc(UBER)02,108,000+2,108,0000127,1551.11%+127,155
Walmart Inc(WMT)160,0001,187,000+1,027,00012,920107,2450.93%+94,325
Alphabet Inc(GOOG)2,041,8002,171,000+129,200338,633410,9703.58%+72,338
Honeywell International Inc(HON)3,700,0003,700,0000764,827835,7937.29%+70,966
Visa Inc(V)1,505,0001,527,200+22,200413,800482,6564.21%+68,857
International Business Machs(IBM)700,0001,000,000+300,000154,756219,8301.92%+65,074
Microsoft Corp(MSFT)1,270,1501,444,650+174,500546,546608,9205.31%+62,374
Amazon.com Inc(AMZN)1,030,6001,131,100+100,500192,032248,1522.16%+56,120
Mastercard Inc(MA)212,700300,000+87,300105,031157,9711.38%+52,940
Sportradar Group AG(SRAD)02,975,525+2,975,525051,5960.45%+51,596
Broadcom Inc(AVGO)849,700841,200-8,500146,573195,0241.70%+48,451
NVIDIA Corp(NVDA)1,521,8001,717,800+196,000184,807230,6832.01%+45,876
SPDR S&P 500 ETF TR(SPY)070,000+70,000041,0260.36%+41,026
Boston Scientific Corp(BSX)2,166,4002,391,400+225,000181,544213,6001.86%+32,056
TJX Cos Inc(TJX)1,254,0001,422,500+168,500147,395171,8521.50%+24,457
Kinetik Holdings Inc(KNTK)1,434,2301,434,230064,91381,3350.71%+16,422
Texas Instruments Inc(TXN)044,600+44,60008,3630.07%+8,363
Birkenstock Holding Plc(BIRK)0135,000+135,00007,6490.07%+7,649
Accenture PLC Ireland
SHS CLASS A
018,700+18,70006,5780.06%+6,578
West Pharmaceutical Svsc Inc(WST)019,800+19,80006,4860.06%+6,486
Appfolio Inc(APPF)025,300+25,30006,2420.05%+6,242
Republic Services Inc(RSG)031,000+31,00006,2370.05%+6,237
SELECT SECTOR SPDR TR
ST STR TECHN ETF
700,000700,0000158,032162,7641.42%+4,732
AvidXchange Holdings Inc2,040,3162,040,316016,54721,0970.18%+4,550
Boeing Co(BA)650,000580,000-70,00098,826102,6600.89%+3,834
Grab Holdings Ltd
CLASS A ORD
3,955,3313,955,331015,03018,6690.16%+3,639
Informatica Inc0120,000+120,00003,1120.03%+3,112
Bank of America Corp190,000240,750+50,7507,53910,5810.09%+3,042
US Foods Holding Corp(USFD)240,500263,500+23,00014,79117,7760.15%+2,985
Eli Lilly and Co(LLY)6,3009,700+3,4005,5817,4880.07%+1,907
Taiwan Semiconductor Manufacturing Co Ltd(TSM)65,00066,000+1,00011,28913,0340.11%+1,746
Apple Inc(AAPL)87,50087,500020,38821,9120.19%+1,524
Take-Two Interactive Software Inc(TTWO)35,00036,400+1,4005,3806,7010.06%+1,321
Ameriprise Financial Inc(AMP)20,00020,100+1009,39610,7020.09%+1,306
KKR & Co Inc(KKR)74,50074,50009,72811,0190.10%+1,291
Novo Nordisk A S(NVO)97,500148,500+51,00011,60912,7740.11%+1,165
Chipotle Mexican Grill Inc(CMG)153,000153,00008,8169,2260.08%+410
OReilly Automotive Inc(ORLY)8,2008,20009,4439,7240.08%+280
Eaton Corp PLC(ETN)20,00020,00006,6296,6370.06%+9
Onestream Inc
CL A
223,000260,000+37,0007,5607,4150.06%-144
Sonder Holdings Inc129,673129,67306074120.00%-195
Allurion Technologies1,242,3301,242,33007625340.00%-227
Ginkgo Bioworks Holdings Inc45,7500-45,7503730-373
American International Group Inc111,00086,200-24,8008,1296,2750.05%-1,853
Arch Capital Group Ltd
ORD
86,00083,300-2,7009,6227,6930.07%-1,929
BrightSpring Health Services Inc(BTSG)580,000322,500-257,5008,5145,4920.05%-3,022
SELECT SECTOR SPDR TR
ST STR ENERG ETF
261,000211,000-50,00022,91618,0740.16%-4,842
Avantor Inc(AVTR)220,0000-220,0005,6910-5,691
Rockwell Automation Inc(ROK)21,4500-21,4505,7580-5,758
Analog Devices Inc(ADI)30,5000-30,5007,0200-7,020
Elevance Health Inc(ELV)26,80018,300-8,50013,9366,7510.06%-7,185
Select Sector SPDR TR
ST STR FINL ETF
175,0000-175,0007,9310-7,931
Meta Platforms Inc(META)36,25019,750-16,50020,75111,5640.10%-9,187
Vertex Pharmaceuticals Inc(VRTX)20,8000-20,8009,6740-9,674
Salesforce Inc(CRM)559,000423,000-136,000153,004141,4221.23%-11,582
S&P Global Inc(SPGI)1,700,0001,738,500+38,500878,254865,8257.55%-12,429
HDFC Bank Ltd(HDB)420,0000-420,00026,2750-26,275
Sea Ltd(SE)875,000525,000-350,00082,49555,7030.49%-26,792
Linde PLC(LIN)425,500415,000-10,500202,904173,7481.51%-29,156
Pfizer Inc(PFE)12,650,00012,650,0000366,091335,6052.93%-30,486
UnitedHealth Group Inc(UNH)400,000400,0000233,872202,3441.76%-31,528
Schlumberger NV(SLB)1,400,0000-1,400,00058,7300-58,730
Morgan Stanley(MS)1,950,0001,050,000-900,000203,268132,0061.15%-71,262
Zoetis Inc(ZTS)4,475,0004,800,000+325,000874,326782,0646.82%-92,261
Disney Walt Co(DIS)2,350,0001,145,000-1,205,000226,047127,4961.11%-98,551
Thermo Fisher Scientific Inc(TMO)1,600,0001,700,000+100,000989,712884,3917.71%-105,321
BlackRock Inc(BLK)750,0000-750,000712,1330-712,132
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