UNICOM Systems, Inc.
- SEC CIK
- 0001996154
- Latest filing
- Jul 8, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 1, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 25
- +4 vs. Q4 2024
- Portfolio value
- $491.4M
- +$79.7M (+19.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 345,895 | $89.6M | 18.2% | +130,395+60.5% | Added | History |
| NVDANVIDIA Corp | Stock | 757,098 | $82.1M | 16.7% | +114,200+17.8% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 748,500 | $63.2M | 12.9% | +570,963+321.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 300,300 | $50.3M | 10.2% | +26,300+9.6% | Added | History |
| QBTSD-Wave Quantum Inc. | Stock | 4,627,704 | $35.2M | 7.2% | +2,216,000+91.9% | Added | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 3,806,935 | $30.2M | 6.1% | +3,521,935+1,235.8% | Added | History |
| ASMLASML Holding NV | ADR | 34,000 | $22.5M | 4.6% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 412,467 | $18.3M | 3.7% | +127,467+44.7% | Added | History |
| IonQ, Inc.46222L10A | COM | 768,900 | $17.0M | 3.5% | +335,429+77.4% | Added | – |
| NTAPNetApp, Inc. | Stock | 153,500 | $13.5M | 2.7% | +153,500 | New | History |
| ARMArm Holdings PLC | ADR | 89,000 | $9.50M | 1.9% | −21,840−19.7% | Reduced | History |
| APPAppLovin Corp | COM CL A | 31,900 | $8.45M | 1.7% | +31,900 | New | History |
| MDBMongoDB, Inc. | CL A | 45,500 | $7.98M | 1.6% | +24,500+116.7% | Added | History |
| SOUNSoundhound AI, Inc. | CLASS A COM | 785,000 | $6.37M | 1.3% | +550,000+234.0% | Added | History |
| ORCLOracle Corp | Stock | 40,000 | $5.59M | 1.1% | +40,000 | New | History |
| QUBTQuantum Computing Inc. | COM | 656,279 | $5.25M | 1.1% | +311,426+90.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 29,500 | $5.03M | 1.0% | +29,500 | New | History |
| RKLBRocket Lab Corp | COM | 259,000 | $4.63M | 0.9% | +259,000 | New | History |
| MSFTMicrosoft Corp | Stock | 11,800 | $4.43M | 0.9% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 67,500 | $4.16M | 0.8% | +67,500 | New | History |
| TDCTeradata Corp | Stock | 101,504 | $2.28M | 0.5% | 00.0% | Unchanged | History |
| JBLJabil Inc | Stock | 15,099 | $2.05M | 0.4% | −304−2.0% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 13,545 | $1.98M | 0.4% | 00.0% | Unchanged | History |
| QMCOQuantum Corp | COM | 75,237 | $1.08M | 0.2% | 00.0% | Unchanged | History |
| SKYTSkyWater Technology, LLC | COM | 125,183 | $887.5K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.