UNICOM Systems, Inc.
- SEC CIK
- 0001996154
- Latest filing
- Jul 8, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 29, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 32
- +10 vs. Q4 2025
- Portfolio value
- $975.8M
- −$47.2M (−4.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SYMSymbotic Inc. | Stock | 27,147 | $1.44M | 0.1% | 00.0% | Unchanged | History |
| QUBTQuantum Computing Inc. | COM | 362,279 | $2.48M | 0.3% | 00.0% | Unchanged | History |
| CELHCelsius Holdings, Inc. | COM NEW | 110,000 | $3.90M | 0.4% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 29,500 | $4.73M | 0.5% | 00.0% | Unchanged | History |
| AAOIApplied Optoelectronics, Inc. | COM | 68,591 | $5.80M | 0.6% | +68,591 | New | History |
| ORCLOracle Corp | Stock | 40,000 | $5.88M | 0.6% | 00.0% | Unchanged | History |
| CIENCiena Corp | COM NEW | 16,831 | $6.53M | 0.7% | +16,831 | New | History |
| PINSPinterest, Inc. | CL A | 375,000 | $6.88M | 0.7% | 00.0% | Unchanged | History |
| USARUSA Rare Earth, Inc. | Stock | 459,374 | $6.95M | 0.7% | +459,374 | New | History |
| MUMicron Technology Inc | Stock | 26,000 | $8.78M | 0.9% | +26,000 | New | History |
| GOOGLAlphabet Inc. | Stock | 31,000 | $8.91M | 0.9% | +31,000 | New | History |
| LITELumentum Holdings Inc. | COM | 14,200 | $9.98M | 1.0% | +14,200 | New | History |
| BEBloom Energy Corp | COM CL A | 74,000 | $10.0M | 1.0% | +74,000 | New | History |
| MDBMongoDB, Inc. | CL A | 45,500 | $11.1M | 1.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 41,434 | $11.2M | 1.1% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 31,900 | $12.7M | 1.3% | 00.0% | Unchanged | History |
| ARMArm Holdings PLC | ADR | 89,000 | $13.5M | 1.4% | 00.0% | Unchanged | History |
| STXSeagate Technology Holdings plc | ORD SHS | 36,800 | $14.4M | 1.5% | +36,800 | New | History |
| NTAPNetApp, Inc. | Stock | 153,500 | $15.7M | 1.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 30,985 | $17.7M | 1.8% | 00.0% | Unchanged | History |
| IONQIonQ, Inc. | COM | 768,900 | $22.2M | 2.3% | +768,900 | New | History |
| WDCWestern Digital Corp | COM | 90,500 | $24.5M | 2.5% | +90,500 | New | History |
| PEverpure, Inc. | CL A | 484,467 | $28.6M | 2.9% | 00.0% | Unchanged | History |
| SNDKSandisk Corp | COM | 50,900 | $32.3M | 3.3% | +50,900 | New | History |
| ASMLASML Holding NV | ADR | 29,000 | $38.3M | 3.9% | 00.0% | Unchanged | History |
| RKLBRocket Lab Corp | COM | 657,235 | $42.2M | 4.3% | +154,333+30.7% | Added | History |
| QBTSD-Wave Quantum Inc. | Stock | 3,121,346 | $45.0M | 4.6% | 00.0% | Unchanged | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 3,521,935 | $49.4M | 5.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 300,300 | $92.9M | 9.5% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 838,992 | $122.7M | 12.6% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 757,098 | $132.0M | 13.5% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 448,661 | $166.8M | 17.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.