Torrey Growth & Income Advisors U — UNITY SOFTWARE INC

Ownership history in Torrey Growth & Income Advisors  ·  4 quarters on record

AI Ownership Summary

Torrey Growth & Income Advisors reported UNITY SOFTWARE INC (U) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.23% in 2025 Q4. The latest visible filing shows U at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this U ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Torrey Growth & Income Advisors's position in UNITY SOFTWARE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

U was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

U stock page Torrey Growth & Income Advisors fund profile Torrey Growth & Income Advisors full holdings
How Torrey Growth & Income Advisors held U — position size vs. price
% of Fund (quarterly)    U price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 16.5% +41.3% ❌ 65,713 -12,970 -16.5% 0.64% $1.9M 2026-07-27 $30.44
2026 Q1 REDUCED — — — 78,683 -1,691 -2.1% 0.72% $1.7M 2026-04-21 $25.41
2025 Q4 ADDED — — — 80,374 +654 +0.8% 1.23% $3.6M 2026-02-17 $18.36
2025 Q3 INITIATED — — — 79,720 — — 0.94% $3.2M 2025-11-13 $37.16

🏢 Other funds also holding U

As of 2026 Q2 — sorted by position size

Resolute Advisors LLC 3Y 32.63% Silver Lake Group, L.L.C. 3Y 7Y 21.68% Flight Deck Capital, LP 3Y 19.43% Broad Peak Investment Advisers Pte Ltd 13.88% INFINITUM ASSET MANAGEMENT, LLC 12.35% Kora Management LP 3Y 7Y 8.58% Slate Path Capital LP 3Y 7Y 6.36% Arohi Asset Management PTE Ltd. 5.45% Maytree Asset Management Ltd 3Y 3.88% CYPRESS POINT INVESTMENT MANAGEMENT LP 3.57%

FAQ About Torrey Growth & Income Advisors and U

These are the practical questions this page is built to answer before you even open the full history table.

How long has Torrey Growth & Income Advisors reported owning U?

Torrey Growth & Income Advisors reported U across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported U position in Torrey Growth & Income Advisors's portfolio?

The largest reported portfolio weight for U was 1.23% in 2025 Q4.

What is the latest reported U position on this page?

The most recent filing on this page is 2026 Q2, when Torrey Growth & Income Advisors reported 65,713 shares, equal to 0.64% of portfolio, with an estimated market value of $1.9M.

What does the chart on this U ownership page compare?

The chart compares Torrey Growth & Income Advisors's quarterly U portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Torrey Growth & Income Advisors time their U position?

Based on 13F filing dates vs. subsequent U price moves, Torrey Growth & Income Advisors correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on U relative to SPY over the holding period was +1274.0%.

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