UNICOM Systems, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), UNICOM Systems, Inc. reported 25 stock positions worth $491.4 million. Its top holding was Tesla (TSLA) at 18.2% of the portfolio, followed by Nvidia (NVDA, 16.7%) and Palantir Technologies Class A (PLTR, 12.9%). Compared with Q4 2024, it opened 6 new positions, sold out of 2, added to 11 and reduced 2. The biggest buy was Palantir Technologies Class A (PLTR, shares +322%) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001996154
- Portfolio Value
- $491.4M (Q1 2025)
- SEC Filing
- 0001996154-25-000010 ↗ filed May 1, 2025
Holdings Value
Holdings 25 stocks · $491.4M
| TSLA Tesla Inc. | 18.24% | 345,895 | $89.6M | Add +60.5% |
| NVDA Nvidia Corp. | 16.70% | 757,098 | $82.1M | Add +17.8% |
| PLTR Palantir Technologies Inc. Class A | 12.86% | 748,500 | $63.2M | Add +321.6% |
| AVGO Broadcom Inc. | 10.23% | 300,300 | $50.3M | Add +9.6% |
| QBTS D-Wave Quantum Inc. | 7.16% | 4,627,704 | $35.2M | Add +91.9% |
| RGTI Rigetti Computing Inc. | 6.14% | 3,806,935 | $30.2M | Add +1235.8% |
| ASML ASML Holding NV-NY Reg SHS | 4.58% | 34,000 | $22.5M | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 3.72% | 412,467 | $18.3M | Add +44.7% |
| IONQ INC | 3.45% | 768,900 | $17.0M | Add +77.4% |
| NTAP Netapp Inc. | 2.74% | 153,500 | $13.5M | New |
| ARM Arm Holdings PLC-ADR | 1.93% | 89,000 | $9.5M | Reduce -19.7% |
| APP AppLovin Corp. Class A | 1.72% | 31,900 | $8.5M | New |
| MDB Mongodb Inc. | 1.62% | 45,500 | $8.0M | Add +116.7% |
| SOUN Soundhound AI Inc. Class A | 1.30% | 785,000 | $6.4M | Add +234.0% |
| ORCL Oracle Corp. | 1.14% | 40,000 | $5.6M | New |
| QUBT Quantum Computing Inc. | 1.07% | 656,279 | $5.3M | Add +90.3% |
| PANW Palo Alto Networks Inc. | 1.02% | 29,500 | $5.0M | New |
| RKLB Rocket Lab USA Inc. | 0.94% | 259,000 | $4.6M | New |
| MSFT Microsoft Corp. | 0.90% | 11,800 | $4.4M | No change |
| MRVL Marvell Technology Inc. | 0.85% | 67,500 | $4.2M | New |
| TDC Teradata Corp. | 0.46% | 101,504 | $2.3M | No change |
| JBL Jabil Inc. | 0.42% | 15,099 | $2.1M | Reduce -2.0% |
| SNOW Snowflake Inc. | 0.40% | 13,545 | $2.0M | No change |
| QMCO Quantum Corp. | 0.22% | 75,237 | $1.1M | No change |
| SKYT Skywater Technology Inc. | 0.18% | 125,183 | $888K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| PLTR Palantir Technologies Inc. Class A | Add +321.6% | 12.86% | +9.59 |
| RGTI Rigetti Computing Inc. | Add +1235.8% | 6.14% | +5.08 |
| NTAP Netapp Inc. | New | 2.74% | +2.74 |
| QBTS D-Wave Quantum Inc. | Add +91.9% | 7.16% | +2.24 |
| APP AppLovin Corp. Class A | New | 1.72% | +1.72 |
| ORCL Oracle Corp. | New | 1.14% | +1.14 |
| PANW Palo Alto Networks Inc. | New | 1.02% | +1.02 |
| RKLB Rocket Lab USA Inc. | New | 0.94% | +0.94 |
| MRVL Marvell Technology Inc. | New | 0.85% | +0.85 |
| MDB Mongodb Inc. | Add +116.7% | 1.62% | +0.44 |
| SOUN Soundhound AI Inc. Class A | Add +234.0% | 1.30% | +0.16 |
| QUBT Quantum Computing Inc. | Add +90.3% | 1.07% | −0.32 |
| P Everpure Inc. Class A | Add +44.7% | 3.72% | −0.54 |
| IONQ INC | Add +77.4% | 3.45% | −0.94 |
| TSLA Tesla Inc. | Add +60.5% | 18.24% | −2.90 |
| NVDA Nvidia Corp. | Add +17.8% | 16.70% | −4.27 |
| AVGO Broadcom Inc. | Add +9.6% | 10.23% | −5.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 39 | $1.5B | TSLA, NVDA, SNDK, AVGO, PLTR |
| Q1 2026 | 32 | $975.8M | TSLA, NVDA, PLTR, AVGO, RGTI |
| Q4 2025 | 22 | $1.0B | TSLA, PLTR, NVDA, AVGO, QBTS |
| Q3 2025 | 19 | $1.0B | TSLA, PLTR, NVDA, RGTI, AVGO |
| Q2 2025 | 22 | $722.3M | TSLA, NVDA, PLTR, AVGO, RGTI |
| Q1 2025 | 25 | $491.4M | TSLA, NVDA, PLTR, AVGO, QBTS |
| Q4 2024 | 21 | $411.7M | TSLA, NVDA, AVGO, ASML, QBTS |