UNICOM Systems, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), UNICOM Systems, Inc. reported 32 stock positions worth $975.8 million. Its top holding was Tesla (TSLA) at 17.1% of the portfolio, followed by Nvidia (NVDA, 13.5%) and Palantir Technologies Class A (PLTR, 12.6%). Compared with Q4 2025, it opened 11 new positions, sold out of 1 and added to 1. The biggest buy was a new position in Sandisk (SNDK) and the biggest sale an exit from Ionq.
- Most Recent 13F
- Q2 2026
- Location
- LAS VEGAS, NV
- CIK
- 0001996154
- Portfolio Value
- $975.8M (Q1 2026)
- SEC Filing
- 0001996154-26-000009 ↗ filed Apr 29, 2026
Holdings Value
Holdings 32 stocks · $975.8M
| TSLA Tesla Inc. | 17.09% | 448,661 | $166.8M | No change |
| NVDA Nvidia Corp. | 13.53% | 757,098 | $132.0M | No change |
| PLTR Palantir Technologies Inc. Class A | 12.58% | 838,992 | $122.7M | No change |
| AVGO Broadcom Inc. | 9.53% | 300,300 | $92.9M | No change |
| RGTI Rigetti Computing Inc. | 5.07% | 3,521,935 | $49.4M | No change |
| QBTS D-Wave Quantum Inc. | 4.62% | 3,121,346 | $45.0M | No change |
| RKLB Rocket Lab USA Inc. | 4.33% | 657,235 | $42.2M | Add +30.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.93% | 29,000 | $38.3M | No change |
| SNDK Sandisk Corp. | 3.31% | 50,900 | $32.3M | New |
| P Everpure Inc. Class A | 2.93% | 484,467 | $28.6M | No change |
| WDC Western Digital Corp. | 2.51% | 90,500 | $24.5M | New |
| IONQ Ionq Inc. | 2.27% | 768,900 | $22.2M | New |
| META Meta Platforms Inc. Class A | 1.82% | 30,985 | $17.7M | No change |
| NTAP Netapp Inc. | 1.61% | 153,500 | $15.7M | No change |
| STX Seagate Technology Holdings | 1.48% | 36,800 | $14.4M | New |
| ARM Arm Holdings PLC-ADR | 1.38% | 89,000 | $13.5M | No change |
| APP AppLovin Corp. Class A | 1.30% | 31,900 | $12.7M | No change |
| UNH Unitedhealth Group Inc. | 1.15% | 41,434 | $11.2M | No change |
| MDB Mongodb Inc. | 1.14% | 45,500 | $11.1M | No change |
| BE Bloom Energy Corp. Class A | 1.03% | 74,000 | $10.0M | New |
| LITE Lumentum Holdings Inc. | 1.02% | 14,200 | $10.0M | New |
| GOOGL Alphabet Inc. Class A | 0.91% | 31,000 | $8.9M | New |
| MU Micron Technology Inc. | 0.90% | 26,000 | $8.8M | New |
| USAR USA Rare Earth Inc. | 0.71% | 459,374 | $7.0M | New |
| PINS Pinterest Inc. Class A | 0.70% | 375,000 | $6.9M | No change |
| CIEN Ciena Corp. | 0.67% | 16,831 | $6.5M | New |
| ORCL Oracle Corp. | 0.60% | 40,000 | $5.9M | No change |
| AAOI Applied Optoelectronics Inc. | 0.59% | 68,591 | $5.8M | New |
| PANW Palo Alto Networks Inc. | 0.48% | 29,500 | $4.7M | No change |
| CELH Celsius Holdings Inc. | 0.40% | 110,000 | $3.9M | No change |
| QUBT Quantum Computing Inc. | 0.25% | 362,279 | $2.5M | No change |
| SYM Symbotic Inc. | 0.15% | 27,147 | $1.4M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IONQ INC | Sold out | 0.00% | −3.37 |
Portfolio Buys Q4 2025 → Q1 2026
| SNDK Sandisk Corp. | New | 3.31% | +3.31 |
| WDC Western Digital Corp. | New | 2.51% | +2.51 |
| IONQ Ionq Inc. | New | 2.27% | +2.27 |
| STX Seagate Technology Holdings | New | 1.48% | +1.48 |
| BE Bloom Energy Corp. Class A | New | 1.03% | +1.03 |
| LITE Lumentum Holdings Inc. | New | 1.02% | +1.02 |
| GOOGL Alphabet Inc. Class A | New | 0.91% | +0.91 |
| MU Micron Technology Inc. | New | 0.90% | +0.90 |
| RKLB Rocket Lab USA Inc. | Add +30.7% | 4.33% | +0.90 |
| USAR USA Rare Earth Inc. | New | 0.71% | +0.71 |
| CIEN Ciena Corp. | New | 0.67% | +0.67 |
| AAOI Applied Optoelectronics Inc. | New | 0.59% | +0.59 |
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 |