UNICOM Systems, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), UNICOM Systems, Inc. reported 19 stock positions worth $1.0 billion. Its top holding was Tesla (TSLA) at 19.7% of the portfolio, followed by Palantir Technologies Class A (PLTR, 14.6%) and Nvidia (NVDA, 14.0%). Compared with Q2 2025, it sold out of 3, added to 4 and reduced 4. The biggest buy was D-Wave Quantum (QBTS, shares +12%) and the biggest sale an exit from Soundhound AI Class A (SOUN).
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001996154
- Portfolio Value
- $1.0B (Q3 2025)
- SEC Filing
- 0001996154-25-000014 ↗ filed Oct 21, 2025
Holdings Value
Holdings 19 stocks · $1.0B
| TSLA Tesla Inc. | 19.71% | 448,661 | $199.5M | Add +8.2% |
| PLTR Palantir Technologies Inc. Class A | 14.63% | 811,992 | $148.1M | Add +8.5% |
| NVDA Nvidia Corp. | 13.96% | 757,098 | $141.3M | No change |
| RGTI Rigetti Computing Inc. | 10.37% | 3,521,935 | $104.9M | Reduce -7.5% |
| AVGO Broadcom Inc. | 9.79% | 300,300 | $99.1M | No change |
| QBTS D-Wave Quantum Inc. | 7.62% | 3,121,346 | $77.1M | Add +12.1% |
| IONQ INC | 4.67% | 768,900 | $47.3M | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 3.42% | 412,467 | $34.6M | No change |
| ASML ASML Holding NV-NY Reg SHS | 2.77% | 29,000 | $28.1M | Reduce -14.7% |
| RKLB Rocket Lab USA Inc. | 2.38% | 502,902 | $24.1M | Add +94.2% |
| APP AppLovin Corp. Class A | 2.26% | 31,900 | $22.9M | No change |
| NTAP Netapp Inc. | 1.80% | 153,500 | $18.2M | No change |
| UNH Unitedhealth Group Inc. | 1.41% | 41,434 | $14.3M | No change |
| MDB Mongodb Inc. | 1.40% | 45,500 | $14.1M | No change |
| ARM Arm Holdings PLC-ADR | 1.24% | 89,000 | $12.6M | No change |
| ORCL Oracle Corp. | 1.11% | 40,000 | $11.2M | No change |
| QUBT Quantum Computing Inc. | 0.66% | 362,279 | $6.7M | Reduce -34.4% |
| PANW Palo Alto Networks Inc. | 0.59% | 29,500 | $6.0M | No change |
| TDC Teradata Corp. | 0.20% | 93,429 | $2.0M | Reduce -8.0% |
Portfolio Sells Q2 2025 → Q3 2025
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −1.17 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -14.7% | 2.77% | −1.00 |
| QUBT Quantum Computing Inc. | Reduce -34.4% | 0.66% | −0.81 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.72 |
| SKYT Skywater Technology Inc. | Sold out | 0.00% | −0.17 |
| TDC Teradata Corp. | Reduce -8.0% | 0.20% | −0.12 |
| RGTI Rigetti Computing Inc. | Reduce -7.5% | 10.37% | +4.12 |
Portfolio Buys Q2 2025 → Q3 2025
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 |