UNICOM Systems, Inc.
- SEC CIK
- 0001996154
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 8, 2026.SEC
- Positions
- 39
- +7 vs. Q1 2026
- Total value
- $1.53B
- +$556.87M (+57.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATESLA INC COM | Stock | 448,661 | $188.71M | 12.31% | 00.0% | Unchanged | View |
| NVDANVIDIA CORPORATION COM | Stock | 757,098 | $151.49M | 9.88% | 00.0% | Unchanged | View |
| SNDKSANDISK CORP | COM | 58,500 | $133.01M | 8.68% | +7,600+14.9% | Added | View |
| AVGOBROADCOM INC COM | Stock | 325,300 | $122.88M | 8.02% | +25,000+8.3% | Added | View |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 838,992 | $97.89M | 6.39% | 00.0% | Unchanged | View |
| QBTSD-WAVE QUANTUM INC COM | Stock | 3,121,346 | $74.88M | 4.89% | 00.0% | Unchanged | View |
| RKLBROCKET LAB USA INC | COM | 702,635 | $71.42M | 4.66% | +45,400+6.9% | Added | View |
| RGTIRIGETTI COMPUTING INC | COMMON STOCK | 3,521,935 | $68.04M | 4.44% | 00.0% | Unchanged | View |
| WDCWESTERN DIGITAL CORP | COM | 101,600 | $64.89M | 4.23% | +11,100+12.3% | Added | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 50,800 | $58.64M | 3.83% | +24,800+95.4% | Added | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 29,000 | $57.69M | 3.76% | 00.0% | Unchanged | View |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 43,500 | $41.98M | 2.74% | +6,700+18.2% | Added | View |
| IONQIONQ INC | COM | 768,900 | $40.95M | 2.67% | 00.0% | Unchanged | View |
| PEVERPURE INC | CL A | 484,467 | $38.17M | 2.49% | 00.0% | Unchanged | View |
| ARMARM HOLDINGS PLC SPONSORED ADS | ADR | 89,000 | $31.56M | 2.06% | 00.0% | Unchanged | View |
| NTAPNETAPP INC COM | Stock | 153,500 | $23.76M | 1.55% | 00.0% | Unchanged | View |
| AAOIAPPLIED OPTOELECTRONICS INC | COM | 152,483 | $22.59M | 1.47% | +83,892+122.3% | Added | View |
| BEBLOOM ENERGY CORP | COM CL A | 74,000 | $22.4M | 1.46% | 00.0% | Unchanged | View |
| METAMETA PLATFORMS INC CL A | Stock | 30,985 | $17.45M | 1.14% | 00.0% | Unchanged | View |
| CIENCIENA CORP | COM NEW | 35,231 | $17.28M | 1.13% | +18,400+109.3% | Added | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 41,434 | $17.22M | 1.12% | 00.0% | Unchanged | View |
| LITELUMENTUM HLDGS INC | COM | 19,800 | $16.99M | 1.11% | +5,600+39.4% | Added | View |
| APPAPPLOVIN CORP | COM CL A | 31,900 | $16.44M | 1.07% | 00.0% | Unchanged | View |
| MDBMONGODB INC | CL A | 45,500 | $15.28M | 1.00% | 00.0% | Unchanged | View |
| MXLMAXLINEAR INC | COM | 114,900 | $14.71M | 0.96% | +114,900 | New | View |
| SIMOSILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 41,200 | $13.73M | 0.90% | +41,200 | New | View |
| GLWCORNING INC | COM | 53,300 | $13.61M | 0.89% | +53,300 | New | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 31,000 | $11.08M | 0.72% | 00.0% | Unchanged | View |
| MRVLMARVELL TECHNOLOGY INC | COM | 34,400 | $10.25M | 0.67% | +34,400 | New | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 29,500 | $10.06M | 0.66% | 00.0% | Unchanged | View |
| USARUSA RARE EARTH INC COM | Stock | 459,374 | $9.91M | 0.65% | 00.0% | Unchanged | View |
| PINSPINTEREST INC | CL A | 375,000 | $7.89M | 0.51% | 00.0% | Unchanged | View |
| TTMITTM TECHNOLOGIES INC | COM | 31,600 | $5.91M | 0.39% | +31,600 | New | View |
| ORCLORACLE CORP COM | Stock | 40,000 | $5.86M | 0.38% | 00.0% | Unchanged | View |
| COHRCOHERENT CORP | COM | 14,000 | $5.52M | 0.36% | +14,000 | New | View |
| ASTSAST SPACEMOBILE INC | COM CL A | 51,000 | $4.53M | 0.30% | +51,000 | New | View |
| QUBTQUANTUM COMPUTING INC | COM | 362,279 | $3.51M | 0.23% | 00.0% | Unchanged | View |
| CELHCELSIUS HLDGS INC | COM NEW | 110,000 | $3.22M | 0.21% | 00.0% | Unchanged | View |
| SYMSYMBOTIC INC CLASS A COM | Stock | 27,147 | $1.22M | 0.08% | 00.0% | Unchanged | View |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 8, 2026 | 39 | $1.53B | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 29, 2026 | 32 | $975.77M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 14, 2026 | 22 | $1.02B | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 21, 2025 | 19 | $1.01B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 6, 2025 | 22 | $722.27M | vs. Q1 2025 | SEC |
| Q1 2025 | May 1, 2025 | 25 | $491.4M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 29, 2025 | 21 | $411.73M | – | SEC |