Portfolio (Quarterly) Guide ↗

Unison Asset Management LLC

· CIK 0001840755

13F Portfolio $219M AUM 32 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 16 Added 4 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NTNX	NUTANIX INC	Technology	21,813	$1.1M	0.51%	SOLD

Sector Allocation

Financial Services 35.1%

Communication Services 24.6%

Technology 18.0%

Consumer Cyclical 13.0%

Healthcare 7.1%

Industrials 2.3%