Holders — by stockHoldings — by fund
UNICOM Systems, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001996154
$1.53B
disclosed book value
39
positions
12.3%
largest position share
Positions, as of 2026-06-30
top 39 of 39 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSLATESLA INC | 448,661 | $188.7M | 12.3% |
| 2 | NVDANVIDIA CORPORATION | 757,098 | $151.5M | 9.9% |
| 3 | SNDKSANDISK CORP | 58,500 | $133.0M | 8.7% |
| 4 | AVGOBROADCOM INC | 325,300 | $122.9M | 8% |
| 5 | PLTRPALANTIR TECHNOLOGIES INC | 838,992 | $97.9M | 6.4% |
| 6 | QBTSD-WAVE QUANTUM INC | 3.1M | $74.9M | 4.9% |
| 7 | ROCKET LAB USA INC | 702,635 | $71.4M | 4.7% |
| 8 | RGTIRIGETTI COMPUTING INC | 3.5M | $68.0M | 4.4% |
| 9 | WDCWESTERN DIGITAL CORP | 101,600 | $64.9M | 4.2% |
| 10 | MUMICRON TECHNOLOGY INC | 50,800 | $58.6M | 3.8% |
| 11 | ASMLASML HOLDING N V | 29,000 | $57.7M | 3.8% |
| 12 | STXSEGATE TECHNOLOGY HLDNGS PL | 43,500 | $42.0M | 2.7% |
| 13 | IONQIONQ INC | 768,900 | $41.0M | 2.7% |
| 14 | PEVERPURE INC | 484,467 | $38.2M | 2.5% |
| 15 | ARMARM HOLDINGS PLC | 89,000 | $31.6M | 2.1% |
| 16 | NTAPNETAPP INC | 153,500 | $23.8M | 1.5% |
| 17 | AAOIAPPLIED OPTOELECTRONICS INC | 152,483 | $22.6M | 1.5% |
| 18 | BEBLOOM ENERGY CORP | 74,000 | $22.4M | 1.5% |
| 19 | METAMETA PLATFORMS INC | 30,985 | $17.5M | 1.1% |
| 20 | CIENCIENA CORP | 35,231 | $17.3M | 1.1% |
| 21 | UNHUNITEDHEALTH GROUP INC | 41,434 | $17.2M | 1.1% |
| 22 | LITELUMENTUM HLDGS INC | 19,800 | $17.0M | 1.1% |
| 23 | APPAPPLOVIN CORP | 31,900 | $16.4M | 1.1% |
| 24 | MDBMONGODB INC | 45,500 | $15.3M | 1% |
| 25 | MXLMAXLINEAR INC | 114,900 | $14.7M | 1% |
| 26 | SIMOSILICON MOTION TECHNOLOGY CO | 41,200 | $13.7M | 0.9% |
| 27 | GLWCORNING INC | 53,300 | $13.6M | 0.9% |
| 28 | GOOGLALAPHABET INC | 31,000 | $11.1M | 0.7% |
| 29 | MRVLMARVELL TECHNOLOGY INC | 34,400 | $10.2M | 0.7% |
| 30 | PANWPALO ALTO NETWORKS INC | 29,500 | $10.1M | 0.7% |
| 31 | USARUSA RARE EARTH INC | 459,374 | $9.9M | 0.6% |
| 32 | PINSPINTEREST INC | 375,000 | $7.9M | 0.5% |
| 33 | TTMITTM TECHNOLOGIES INC | 31,600 | $5.9M | 0.4% |
| 34 | ORCLORACLE CORP | 40,000 | $5.9M | 0.4% |
| 35 | COHRCOHERENT CORP | 14,000 | $5.5M | 0.4% |
| 36 | ASTSAST SPACEMOBILE INC | 51,000 | $4.5M | 0.3% |
| 37 | QUBTQUANTUM COMPUTING INC | 362,279 | $3.5M | 0.2% |
| 38 | CELHCELSIUS HLDGS INC | 110,000 | $3.2M | 0.2% |
| 39 | SYMSYMBOTIC INC | 27,147 | $1.2M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.