Samer T. Yaghnam
@Unisphere Establishment
Latest period2024 - Q3ReportedManaged Assets$10.554BTotal holdings60
Assets growth rate6.25%Assets growth rate (2-Q avg)3.31%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Unisphere Establishment's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 60 positions.
Assets under management
The assets under management (AUM) of Unisphere Establishment over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 10.554B in assets, with a quarterly growth rate of 6.25% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Samer T. Yaghnam, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
JPMJpmorgan Chase & Co
| 10.69% | $1.128B 5.35M shares@ $210.86 avg price | Decreased -0.66% |
MSFTMicrosoft Corp
| 5.18% | $546.546M 1.27M shares@ $430.3 avg price | Decreased -0.28% |
VVisa Inc
| 3.93% | $413.8M 1.505M shares@ $274.95 avg price | Decreased -0.98% |
DISWalt Disney Co The
| 2.15% | $226.047M 2.35M shares@ $96.19 avg price | Decreased -22.01% |
LINLinde Plc
| 1.93% | $202.904M 425,500 shares@ $476.86 avg price | Decreased -3.4% |
BSXBoston Scientific Corp
| 1.73% | $181.544M 2.166M shares@ $83.8 avg price | Decreased -11.1% |
IBMInternational Business Machines Cor
| 1.47% | $154.756M 700,000 shares@ $221.08 avg price | Decreased -22.22% |
TJXTjx Cos Inc The
| 1.4% | $147.395M 1.254M shares@ $117.54 avg price | Decreased -2.97% |
AAPLApple Inc
| 0.2% | $20.387M 87,500 shares@ $233.0 avg price | Decreased -7.16% |
USFDUs Foods Holding Corp
| 0.15% | $14.791M 240,500 shares@ $61.5 avg price | Decreased -11.74% |