UNICOM Systems, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), UNICOM Systems, Inc. reported 39 stock positions worth $1.5 billion. Its top holding was Tesla (TSLA) at 12.3% of the portfolio, followed by Nvidia (NVDA, 9.9%) and Sandisk (SNDK, 8.7%). Compared with Q1 2026, it opened 7 new positions and added to 9. The biggest buy was Sandisk (SNDK, shares +15%).

Most Recent 13F
Q2 2026
Location
LAS VEGAS, NV
CIK
0001996154
Portfolio Value
$1.5B (Q2 2026)
SEC Filing
0001996154-26-000011 ↗ filed Jul 8, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q4 2024: $411.7M Q4 2024 Q1 2025: $491.4M Q1 2025 Q2 2025: $722.3M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $975.8M Q1 2026 Q2 2026: $1.5B $1.5B Q2 2026

Holdings 39 stocks · $1.5B
TSLA Tesla Inc. 12.31% 448,661 $188.7M No change
NVDA Nvidia Corp. 9.88% 757,098 $151.5M No change
SNDK Sandisk Corp. 8.68% 58,500 $133.0M Add +14.9%
AVGO Broadcom Inc. 8.02% 325,300 $122.9M Add +8.3%
PLTR Palantir Technologies Inc. Class A 6.39% 838,992 $97.9M No change
QBTS D-Wave Quantum Inc. 4.89% 3,121,346 $74.9M No change
RKLB Rocket Lab USA Inc. 4.66% 702,635 $71.4M Add +6.9%
RGTI Rigetti Computing Inc. 4.44% 3,521,935 $68.0M No change
WDC Western Digital Corp. 4.23% 101,600 $64.9M Add +12.3%
MU Micron Technology Inc. 3.83% 50,800 $58.6M Add +95.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 3.76% 29,000 $57.7M No change
STX Seagate Technology Holdings 2.74% 43,500 $42.0M Add +18.2%
IONQ Ionq Inc. 2.67% 768,900 $41.0M No change
P Everpure Inc. Class A 2.49% 484,467 $38.2M No change
ARM Arm Holdings PLC-ADR 2.06% 89,000 $31.6M No change
NTAP Netapp Inc. 1.55% 153,500 $23.8M No change
AAOI Applied Optoelectronics Inc. 1.47% 152,483 $22.6M Add +122.3%
BE Bloom Energy Corp. Class A 1.46% 74,000 $22.4M No change
META Meta Platforms Inc. Class A 1.14% 30,985 $17.5M No change
CIEN Ciena Corp. 1.13% 35,231 $17.3M Add +109.3%
UNH Unitedhealth Group Inc. 1.12% 41,434 $17.2M No change
LITE Lumentum Holdings Inc. 1.11% 19,800 $17.0M Add +39.4%
APP AppLovin Corp. Class A 1.07% 31,900 $16.4M No change
MDB Mongodb Inc. 1.00% 45,500 $15.3M No change
MXL Maxlinear Inc. 0.96% 114,900 $14.7M New
SIMO Silicon Motion Technol-ADR 0.90% 41,200 $13.7M New
GLW Corning Inc. 0.89% 53,300 $13.6M New
GOOGL Alphabet Inc. Class A 0.72% 31,000 $11.1M No change
MRVL Marvell Technology Inc. 0.67% 34,400 $10.2M New
PANW Palo Alto Networks Inc. 0.66% 29,500 $10.1M No change
USAR USA Rare Earth Inc. 0.65% 459,374 $9.9M No change
PINS Pinterest Inc. Class A 0.51% 375,000 $7.9M No change
TTMI TTM Technologies 0.39% 31,600 $5.9M New
ORCL Oracle Corp. 0.38% 40,000 $5.9M No change
COHR Coherent Corp. 0.36% 14,000 $5.5M New
ASTS Ast Spacemobile Inc. 0.30% 51,000 $4.5M New
QUBT Quantum Computing Inc. 0.23% 362,279 $3.5M No change
CELH Celsius Holdings Inc. 0.21% 110,000 $3.2M No change
SYM Symbotic Inc. 0.08% 27,147 $1.2M No change

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
SNDK Sandisk Corp. Add +14.9% 8.68% +5.36
MU Micron Technology Inc. Add +95.4% 3.83% +2.93
WDC Western Digital Corp. Add +12.3% 4.23% +1.73
STX Seagate Technology Holdings Add +18.2% 2.74% +1.26
MXL Maxlinear Inc. New 0.96% +0.96
SIMO Silicon Motion Technol-ADR New 0.90% +0.90
GLW Corning Inc. New 0.89% +0.89
AAOI Applied Optoelectronics Inc. Add +122.3% 1.47% +0.88
MRVL Marvell Technology Inc. New 0.67% +0.67
CIEN Ciena Corp. Add +109.3% 1.13% +0.46
TTMI TTM Technologies New 0.39% +0.39
COHR Coherent Corp. New 0.36% +0.36
RKLB Rocket Lab USA Inc. Add +6.9% 4.66% +0.33
ASTS Ast Spacemobile Inc. New 0.30% +0.30
LITE Lumentum Holdings Inc. Add +39.4% 1.11% +0.09
AVGO Broadcom Inc. Add +8.3% 8.02% −1.51

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 39$1.5BTSLA, NVDA, SNDK, AVGO, PLTR
Q1 2026 32$975.8MTSLA, NVDA, PLTR, AVGO, RGTI
Q4 2025 22$1.0BTSLA, PLTR, NVDA, AVGO, QBTS
Q3 2025 19$1.0BTSLA, PLTR, NVDA, RGTI, AVGO
Q2 2025 22$722.3MTSLA, NVDA, PLTR, AVGO, RGTI
Q1 2025 25$491.4MTSLA, NVDA, PLTR, AVGO, QBTS
Q4 2024 21$411.7MTSLA, NVDA, AVGO, ASML, QBTS