Unisphere Establishment

data from 30/09/2025

Capitalization

$ 12.755 B 2.71 %

Average holding period

5 ans

Performance

$ 2.188 B 20.34 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Unisphere Establishment

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 JPM JPMORGAN CHASE & CO 11.87% 1.514 B $ 4800000 2023/12/31 123.160 M $ 8.80 %
2025/09/30 INTU INTUIT INC 9.10% 1.161 B $ 1700000 2023/12/31 -157.080 M $ -13.30 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 7.83% 999.141 M $ 2060000 2023/12/31 163.894 M $ 19.62 %
2025/09/30 BLK BLACKROCK INC 7.54% 961.843 M $ 825000 2024/12/31 96.211 M $ 11.11 %
2025/09/30 MSFT MICROSOFT CORP 7.30% 931.507 M $ 1798450 2023/12/31 39.491 M $ 4.13 %
2025/09/30 HON HONEYWELL INTERNATIONAL INC 6.96% 887.258 M $ 4215000 2023/12/31 -89.520 M $ -9.61 %
2025/09/30 SPGI S&P GLOBAL INC 6.87% 876.078 M $ 1800000 2023/12/31 -73.044 M $ -7.70 %
2025/09/30 ZTS ZOETIS INC 5.51% 702.336 M $ 4800000 2023/12/31 -46.224 M $ -6.18 %
2025/09/30 GOOGL ALPHABET INC 3.98% 507.739 M $ 2088600 2024/03/31 173.100 M $ 37.94 %
2025/09/30 PFE PFIZER INC 2.88% 366.912 M $ 14400000 2023/12/31 15.686 M $ 5.12 %
2025/09/30 V VISA INC 2.70% 344.282 M $ 1008500 2023/12/31 -15.148 M $ -3.85 %
2025/09/30 NVDA NVIDIA CORP 2.23% 285.038 M $ 1527700 2024/03/31 27.489 M $ 18.10 %
2025/09/30 AVGO BROADCOM INC 1.94% 247.400 M $ 749900 2024/06/30 49.789 M $ 19.68 %
2025/09/30 AMZN AMAZON COM INC 1.88% 240.166 M $ 1093800 2023/12/31 196.416 K $ 0.08 %
2025/09/30 BAC BANK OF AMERICA CORP 1.88% 239.238 M $ 4637300 2024/09/30 17.737 M $ 9.02 %
2025/09/30 LIN LINDE PLC 1.75% 223.250 M $ 470000 2023/12/31 2.328 M $ 1.24 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 1.61% 205.726 M $ 2107200 2023/12/31 -19.231 M $ -9.11 %
2025/09/30 TJX TJX COS INC 1.58% 201.590 M $ 1394700 2023/12/31 32.049 M $ 17.05 %
2025/09/30 CRM SALESFORCE INC 1.40% 179.196 M $ 756100 2023/12/31 -26.218 M $ -13.09 %
2025/09/30 KKR KKR & CO INC 1.37% 175.030 M $ 1346900 2023/12/31 -3.562 M $ -2.32 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 1.31% 166.485 M $ 537500 2023/12/31 -5.505 M $ -3.24 %
2025/09/30 WMT WALMART INC 1.30% 165.617 M $ 1607000 2023/12/31 7.846 M $ 5.40 %
2025/09/30 DIS DISNEY WALT CO 1.27% 162.590 M $ 1420000 2023/12/31 -10.889 M $ -7.67 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.23% 156.752 M $ 1600000 2024/12/31 7.472 M $ 5.01 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.11% 141.080 M $ 500000 2023/12/31 -9.465 M $ -4.28 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.95% 120.855 M $ 350000 2023/12/31 11.665 M $ 10.68 %
2025/09/30 BA BOEING CO 0.81% 103.598 M $ 480000 2023/12/31 3.868 M $ 3.01 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.61% 78.380 M $ 2000000 2024/03/31 -22.947 M $ -30.20 %
2025/09/30 COO COOPER COS INC 0.51% 65.002 M $ 948100 2025/06/30 -307.059 K $ -3.65 %
2025/09/30 AAPL APPLE INC 0.20% 24.877 M $ 97700 2024/06/30 3.220 M $ 24.11 %
2025/09/30 GRAB GRAB HOLDINGS LTD 0.19% 23.811 M $ 3955331 2023/12/31 3.916 M $ 19.68 %
2025/09/30 META META PLATFORMS INC 0.17% 21.885 M $ 29800 2024/03/31 -100.170 K $ -0.50 %
2025/09/30 AVDX AVIDXCHANGE HOLDINGS INC 0.16% 20.301 M $ 2040316 2023/12/31 326.450 K $ 1.63 %
2025/09/30 USFD US FOODS HOLDING CORP 0.15% 18.925 M $ 247000 2023/12/31 -112.125 K $ -0.51 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.14% 18.073 M $ 202300 2023/12/31 916.419 K $ 5.34 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.13% 16.199 M $ 58000 2024/03/31 3.062 M $ 23.31 %
2025/09/30 RSG REPUBLIC SERVICES INC 0.11% 14.480 M $ 63100 2024/12/31 -668.070 K $ -6.95 %
2025/09/30 EUFN ISHARES TR 0.10% 12.774 M $ 372000 2025/03/31 602.975 K $ 8.57 %
2025/09/30 NIQ NIQ GLOBAL INTELLIGENCE PLC 0.09% 11.775 M $ 750000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.09% 11.417 M $ 105900 2023/12/31 1.872 M $ 19.62 %
2025/09/30 DHR DANAHER CORP 0.09% 10.904 M $ 55000 2025/03/31 32.759 K $ 0.36 %
2025/09/30 BIRK BIRKENSTOCK HOLDING PLC 0.08% 10.779 M $ 238200 2024/12/31 -501.074 K $ -7.99 %
2025/09/30 TSLA TESLA INC 0.08% 10.762 M $ 24200 2025/06/30 3.075 M $ 40.00 %
2025/09/30 IR INGERSOLL RAND INC 0.08% 10.402 M $ 125900 2025/06/30 -59.360 K $ -0.67 %
2025/09/30 ADI ANALOG DEVICES INC 0.08% 10.319 M $ 42000 2024/03/31 322.559 K $ 3.23 %
2025/09/30 TEAM ATLASSIAN CORP 0.08% 10.013 M $ 62700 2025/03/31 -1.783 M $ -21.36 %
2025/09/30 NFLX NETFLIX INC 0.07% 9.232 M $ 7700 2025/09/30 0.000 $ 0.00 %
2025/09/30 TOL TOLL BROTHERS INC 0.06% 8.150 M $ 59000 2025/03/31 1.417 M $ 21.04 %
2025/09/30 STUB STUBHUB HOLDINGS INC 0.06% 7.999 M $ 475000 2025/09/30 0.000 $ 0.00 %
2025/09/30 WST WEST PHARMACEUTICAL SERVICES INC 0.06% 7.739 M $ 29500 2024/12/31 1.284 M $ 19.89 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.06% 7.598 M $ 45100 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY AND CO 0.06% 7.401 M $ 9700 2024/09/30 -160.340 K $ -2.12 %
2025/09/30 CSCO CISCO SYS INC 0.05% 6.910 M $ 101000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMP AMERIPRISE FINL INC 0.05% 6.656 M $ 13550 2023/12/31 -575.604 K $ -7.96 %
2025/09/30 SNPS SYNOPSYS INC 0.05% 6.414 M $ 13000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HUBS HUBSPOT INC 0.05% 6.081 M $ 13000 2025/03/31 -1.439 M $ -15.96 %
2025/09/30 SARO STANDARDAERO INC 0.04% 5.322 M $ 195000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.03% 4.219 M $ 15000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MIAX MIAMI INTL HLDGS INC 0.03% 4.026 M $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SOND SONDER HOLDINGS INC 0.00% 164.685 K $ 129673 2023/12/31 -185.432 K $ -52.96 %
2025/09/30 ALUR ALLURION TECHNOLOGIES 0.00% 101.875 K $ 49695 2025/03/31 -18.884 K $ -15.64 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ELV ELEVANCE HEALTH INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 BTSG BRIGHTSPRING HEALTH SVCS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 MA MASTERCARD INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 KNTK KINETIK HOLDINGS INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %