UNICOM Systems, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), UNICOM Systems, Inc. reported 22 stock positions worth $722.3 million. Its top holding was Tesla (TSLA) at 18.2% of the portfolio, followed by Nvidia (NVDA, 16.6%) and Palantir Technologies Class A (PLTR, 14.1%). Compared with Q1 2025, it opened 1 new position, sold out of 4, added to 1 and reduced 2. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale D-Wave Quantum (QBTS, shares −40%).

Most Recent 13F
Q2 2026
Location
LAS VEGAS, NV
CIK
0001996154
Portfolio Value
$722.3M (Q2 2025)
SEC Filing
0001996154-25-000012 ↗ filed Aug 6, 2025

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 $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 Q2 2026

Holdings 22 stocks · $722.3M
TSLA Tesla Inc. 18.24% 414,661 $131.7M Add +19.9%
NVDA Nvidia Corp. 16.56% 757,098 $119.6M No change
PLTR Palantir Technologies Inc. Class A 14.13% 748,500 $102.0M No change
AVGO Broadcom Inc. 11.46% 300,300 $82.8M No change
RGTI Rigetti Computing Inc. 6.25% 3,806,935 $45.2M No change
QBTS D-Wave Quantum Inc. 5.64% 2,783,508 $40.8M Reduce -39.9%
IONQ INC 4.57% 768,900 $33.0M No change
ASML ASML Holding NV-NY Reg SHS 3.77% 34,000 $27.2M No change
P Everpure Inc. Class A filed as PURE STORAGE INC 3.29% 412,467 $23.7M No change
NTAP Netapp Inc. 2.26% 153,500 $16.4M No change
ARM Arm Holdings PLC-ADR 1.99% 89,000 $14.4M No change
UNH Unitedhealth Group Inc. 1.79% 41,434 $12.9M New
APP AppLovin Corp. Class A 1.55% 31,900 $11.2M No change
QUBT Quantum Computing Inc. 1.47% 552,518 $10.6M Reduce -15.8%
MDB Mongodb Inc. 1.32% 45,500 $9.6M No change
RKLB Rocket Lab USA Inc. 1.28% 259,000 $9.3M No change
ORCL Oracle Corp. 1.21% 40,000 $8.7M No change
SOUN Soundhound AI Inc. Class A 1.17% 785,000 $8.4M No change
PANW Palo Alto Networks Inc. 0.84% 29,500 $6.0M No change
MRVL Marvell Technology Inc. 0.72% 67,500 $5.2M No change
TDC Teradata Corp. 0.31% 101,504 $2.3M No change
SKYT Skywater Technology Inc. 0.17% 125,183 $1.2M No change

Portfolio Sells Q1 2025 → Q2 2025
QBTS D-Wave Quantum Inc. Reduce -39.9% 5.64% −1.52
MSFT Microsoft Corp. Sold out 0.00% −0.90
JBL Jabil Inc. Sold out 0.00% −0.42
SNOW Snowflake Inc. Sold out 0.00% −0.40
QMCO Quantum Corp. Sold out 0.00% −0.22
QUBT Quantum Computing Inc. Reduce -15.8% 1.47% +0.40

Portfolio Buys Q1 2025 → Q2 2025
UNH Unitedhealth Group Inc. New 1.79% +1.79
TSLA Tesla Inc. Add +19.9% 18.24% −0.00

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