UNICOM Systems, Inc. 13F Holdings · Q2 2026
UNICOM Systems, Inc. reported 39 securities worth $1.53B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSLA (12.31%), NVDA (9.88%), SNDK (8.68%). Among its top 25 positions this quarter: 1 new, 9 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $188.7M | 12.31% | 448,661 | Hold |
| 2 | NVDA | NVIDIA CORPORATION | $151.5M | 9.88% | 757,098 | Hold |
| 3 | SNDK | SANDISK CORP | $133.0M | 8.68% | 58,500 | Added |
| 4 | AVGO | BROADCOM INC | $122.9M | 8.02% | 325,300 | Added |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $97.9M | 6.39% | 838,992 | Hold |
| 6 | QBTS | D-WAVE QUANTUM INC | $74.9M | 4.89% | 3.1M | Hold |
| 7 | RKLB | ROCKET LAB USA INC | $71.4M | 4.66% | 702,635 | Added |
| 8 | RGTI | RIGETTI COMPUTING INC | $68.0M | 4.44% | 3.5M | Hold |
| 9 | WDC | WESTERN DIGITAL CORP | $64.9M | 4.23% | 101,600 | Added |
| 10 | MU | MICRON TECHNOLOGY INC | $58.6M | 3.83% | 50,800 | Added |
| 11 | ASML | ASML HOLDING N V | $57.7M | 3.76% | 29,000 | Hold |
| 12 | STX | SEGATE TECHNOLOGY HLDNGS PL | $42.0M | 2.74% | 43,500 | Added |
| 13 | IONQ | IONQ INC | $41.0M | 2.67% | 768,900 | Hold |
| 14 | P | EVERPURE INC | $38.2M | 2.49% | 484,467 | Hold |
| 15 | ARM | ARM HOLDINGS PLC | $31.6M | 2.06% | 89,000 | Hold |
| 16 | NTAP | NETAPP INC | $23.8M | 1.55% | 153,500 | Hold |
| 17 | AAOI | APPLIED OPTOELECTRONICS INC | $22.6M | 1.47% | 152,483 | Added |
| 18 | BE | BLOOM ENERGY CORP | $22.4M | 1.46% | 74,000 | Hold |
| 19 | META | META PLATFORMS INC | $17.5M | 1.14% | 30,985 | Hold |
| 20 | CIEN | CIENA CORP | $17.3M | 1.13% | 35,231 | Added |
| 21 | UNH | UNITEDHEALTH GROUP INC | $17.2M | 1.12% | 41,434 | Hold |
| 22 | LITE | LUMENTUM HLDGS INC | $17.0M | 1.11% | 19,800 | Added |
| 23 | APP | APPLOVIN CORP | $16.4M | 1.07% | 31,900 | Hold |
| 24 | MDB | MONGODB INC | $15.3M | 1.00% | 45,500 | Hold |
| 25 | MXL | MAXLINEAR INC | $14.7M | 0.96% | 114,900 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR