UNICOM Systems, Inc.
- SEC CIK
- 0001996154
- Latest filing
- Jul 8, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 6, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 22
- −3 vs. Q1 2025
- Portfolio value
- $722.3M
- +$230.9M (+47.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SKYTSkyWater Technology, LLC | COM | 125,183 | $1.23M | 0.2% | 00.0% | Unchanged | History |
| TDCTeradata Corp | Stock | 101,504 | $2.26M | 0.3% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 67,500 | $5.22M | 0.7% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 29,500 | $6.04M | 0.8% | 00.0% | Unchanged | History |
| SOUNSoundhound AI, Inc. | CLASS A COM | 785,000 | $8.42M | 1.2% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 40,000 | $8.75M | 1.2% | 00.0% | Unchanged | History |
| RKLBRocket Lab Corp | COM | 259,000 | $9.26M | 1.3% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 45,500 | $9.55M | 1.3% | 00.0% | Unchanged | History |
| QUBTQuantum Computing Inc. | COM | 552,518 | $10.6M | 1.5% | −103,761−15.8% | Reduced | History |
| APPAppLovin Corp | COM CL A | 31,900 | $11.2M | 1.5% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 41,434 | $12.9M | 1.8% | +41,434 | New | History |
| ARMArm Holdings PLC | ADR | 89,000 | $14.4M | 2.0% | 00.0% | Unchanged | History |
| NTAPNetApp, Inc. | Stock | 153,500 | $16.4M | 2.3% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 412,467 | $23.7M | 3.3% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 34,000 | $27.2M | 3.8% | 00.0% | Unchanged | History |
| IONQIonQ, Inc. | COM | 768,900 | $33.0M | 4.6% | 00.0% | Unchanged | History |
| QBTSD-Wave Quantum Inc. | Stock | 2,783,508 | $40.8M | 5.6% | −1,844,196−39.9% | Reduced | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 3,806,935 | $45.2M | 6.3% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 300,300 | $82.8M | 11.5% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 748,500 | $102.0M | 14.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 757,098 | $119.6M | 16.6% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 414,661 | $131.7M | 18.2% | +68,766+19.9% | Added | History |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 11,800 | $4.43M | 0.9% | History |
| JBLJabil Inc | Stock | 15,099 | $2.05M | 0.4% | History |
| SNOWSnowflake Inc. | Stock | 13,545 | $1.98M | 0.4% | History |
| QMCOQuantum Corp | COM | 75,237 | $1.08M | 0.2% | History |