UNICOM Systems, Inc.
- SEC CIK
- 0001996154
- Latest filing
- Jul 8, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 21, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 19
- −3 vs. Q2 2025
- Portfolio value
- $1.01B
- +$289.9M (+40.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDCTeradata Corp | Stock | 93,429 | $2.01M | 0.2% | −8,075−8.0% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 29,500 | $6.01M | 0.6% | 00.0% | Unchanged | History |
| QUBTQuantum Computing Inc. | COM | 362,279 | $6.67M | 0.7% | −190,239−34.4% | Reduced | History |
| ORCLOracle Corp | Stock | 40,000 | $11.2M | 1.1% | 00.0% | Unchanged | History |
| ARMArm Holdings PLC | ADR | 89,000 | $12.6M | 1.2% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 45,500 | $14.1M | 1.4% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 41,434 | $14.3M | 1.4% | 00.0% | Unchanged | History |
| NTAPNetApp, Inc. | Stock | 153,500 | $18.2M | 1.8% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 31,900 | $22.9M | 2.3% | 00.0% | Unchanged | History |
| RKLBRocket Lab Corp | COM | 502,902 | $24.1M | 2.4% | +243,902+94.2% | Added | History |
| ASMLASML Holding NV | ADR | 29,000 | $28.1M | 2.8% | −5,000−14.7% | Reduced | History |
| PEverpure, Inc. | CL A | 412,467 | $34.6M | 3.4% | 00.0% | Unchanged | History |
| IONQIonQ, Inc. | COM | 768,900 | $47.3M | 4.7% | 00.0% | Unchanged | History |
| QBTSD-Wave Quantum Inc. | Stock | 3,121,346 | $77.1M | 7.6% | +337,838+12.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 300,300 | $99.1M | 9.8% | 00.0% | Unchanged | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 3,521,935 | $104.9M | 10.4% | −285,000−7.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 757,098 | $141.3M | 14.0% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 811,992 | $148.1M | 14.6% | +63,492+8.5% | Added | History |
| TSLATesla, Inc. | Stock | 448,661 | $199.5M | 19.7% | +34,000+8.2% | Added | History |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| SOUNSoundhound AI, Inc. | CLASS A COM | 785,000 | $8.42M | 1.2% | History |
| MRVLMarvell Technology, Inc. | COM | 67,500 | $5.22M | 0.7% | History |
| SKYTSkyWater Technology, LLC | COM | 125,183 | $1.23M | 0.2% | History |