UNICOM Systems, Inc.
- SEC CIK
- 0001996154
- Latest filing
- Jul 8, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 8, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 39
- +7 vs. Q1 2026
- Portfolio value
- $1.53B
- +$556.9M (+57.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SYMSymbotic Inc. | Stock | 27,147 | $1.22M | 0.1% | 00.0% | Unchanged | History |
| CELHCelsius Holdings, Inc. | COM NEW | 110,000 | $3.22M | 0.2% | 00.0% | Unchanged | History |
| QUBTQuantum Computing Inc. | COM | 362,279 | $3.51M | 0.2% | 00.0% | Unchanged | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 51,000 | $4.53M | 0.3% | +51,000 | New | History |
| COHRCoherent Corp. | COM | 14,000 | $5.52M | 0.4% | +14,000 | New | History |
| ORCLOracle Corp | Stock | 40,000 | $5.86M | 0.4% | 00.0% | Unchanged | History |
| TTMITTM Technologies Inc | COM | 31,600 | $5.91M | 0.4% | +31,600 | New | History |
| PINSPinterest, Inc. | CL A | 375,000 | $7.89M | 0.5% | 00.0% | Unchanged | History |
| USARUSA Rare Earth, Inc. | Stock | 459,374 | $9.91M | 0.6% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 29,500 | $10.1M | 0.7% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 34,400 | $10.2M | 0.7% | +34,400 | New | History |
| GOOGLAlphabet Inc. | Stock | 31,000 | $11.1M | 0.7% | 00.0% | Unchanged | History |
| GLWCorning Inc | COM | 53,300 | $13.6M | 0.9% | +53,300 | New | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 41,200 | $13.7M | 0.9% | +41,200 | New | History |
| MXLMaxlinear, Inc | COM | 114,900 | $14.7M | 1.0% | +114,900 | New | History |
| MDBMongoDB, Inc. | CL A | 45,500 | $15.3M | 1.0% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 31,900 | $16.4M | 1.1% | 00.0% | Unchanged | History |
| LITELumentum Holdings Inc. | COM | 19,800 | $17.0M | 1.1% | +5,600+39.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 41,434 | $17.2M | 1.1% | 00.0% | Unchanged | History |
| CIENCiena Corp | COM NEW | 35,231 | $17.3M | 1.1% | +18,400+109.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 30,985 | $17.5M | 1.1% | 00.0% | Unchanged | History |
| BEBloom Energy Corp | COM CL A | 74,000 | $22.4M | 1.5% | 00.0% | Unchanged | History |
| AAOIApplied Optoelectronics, Inc. | COM | 152,483 | $22.6M | 1.5% | +83,892+122.3% | Added | History |
| NTAPNetApp, Inc. | Stock | 153,500 | $23.8M | 1.5% | 00.0% | Unchanged | History |
| ARMArm Holdings PLC | ADR | 89,000 | $31.6M | 2.1% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 484,467 | $38.2M | 2.5% | 00.0% | Unchanged | History |
| IONQIonQ, Inc. | COM | 768,900 | $41.0M | 2.7% | 00.0% | Unchanged | History |
| STXSeagate Technology Holdings plc | ORD SHS | 43,500 | $42.0M | 2.7% | +6,700+18.2% | Added | History |
| ASMLASML Holding NV | ADR | 29,000 | $57.7M | 3.8% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 50,800 | $58.6M | 3.8% | +24,800+95.4% | Added | History |
| WDCWestern Digital Corp | COM | 101,600 | $64.9M | 4.2% | +11,100+12.3% | Added | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 3,521,935 | $68.0M | 4.4% | 00.0% | Unchanged | History |
| RKLBRocket Lab Corp | COM | 702,635 | $71.4M | 4.7% | +45,400+6.9% | Added | History |
| QBTSD-Wave Quantum Inc. | Stock | 3,121,346 | $74.9M | 4.9% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 838,992 | $97.9M | 6.4% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 325,300 | $122.9M | 8.0% | +25,000+8.3% | Added | History |
| SNDKSandisk Corp | COM | 58,500 | $133.0M | 8.7% | +7,600+14.9% | Added | History |
| NVDANVIDIA Corp | Stock | 757,098 | $151.5M | 9.9% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 448,661 | $188.7M | 12.3% | 00.0% | Unchanged | History |