# UNICOM Systems, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1996154. Source: https://holderbook.com/funds/1996154-unicom-systems-inc/

- Reported value: $1.5B
- Positions: 39
- Weight of the ten largest: 67.3%
- Filed: 2026-07-08

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $188.7M | 448,661 | 12.3% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $151.5M | 757,098 | 9.9% | 7 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $133.0M | 58,500 | 8.7% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $122.9M | 325,300 | 8.0% | 7 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $97.9M | 838,992 | 6.4% | 7 |
| D-WAVE QUANTUM INC | [QBTS](https://holderbook.com/stocks/QBTS/) | $74.9M | 3,121,346 | 4.9% | 7 |
| ROCKET LAB USA INC | [RKLBXXXX](https://holderbook.com/stocks/RKLBXXXX/) | $71.4M | 702,635 | 4.7% | 6 |
| RIGETTI COMPUTING INC | [RGTI](https://holderbook.com/stocks/RGTI/) | $68.0M | 3,521,935 | 4.4% | 7 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $64.9M | 101,600 | 4.2% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $58.6M | 50,800 | 3.8% | 2 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $57.7M | 29,000 | 3.8% | 7 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $42.0M | 43,500 | 2.7% | 2 |
| IONQ INC | [IONQ](https://holderbook.com/stocks/IONQ/) | $41.0M | 768,900 | 2.7% | 2 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $38.2M | 484,467 | 2.5% | 7 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $31.6M | 89,000 | 2.1% | 7 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $23.8M | 153,500 | 1.5% | 6 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $22.6M | 152,483 | 1.5% | 2 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $22.4M | 74,000 | 1.5% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $17.5M | 30,985 | 1.1% | 3 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $17.3M | 35,231 | 1.1% | 2 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $17.2M | 41,434 | 1.1% | 5 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $17.0M | 19,800 | 1.1% | 2 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $16.4M | 31,900 | 1.1% | 6 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $15.3M | 45,500 | 1.0% | 7 |
| MAXLINEAR INC | [MXL](https://holderbook.com/stocks/MXL/) | $14.7M | 114,900 | 1.0% | 1 |
| SILICON MOTION TECHNOLOGY CO | [SIMO](https://holderbook.com/stocks/SIMO/) | $13.7M | 41,200 | 0.9% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $13.6M | 53,300 | 0.9% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $11.1M | 31,000 | 0.7% | 2 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $10.2M | 34,400 | 0.7% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $10.1M | 29,500 | 0.7% | 6 |
| USA RARE EARTH INC | [USAR](https://holderbook.com/stocks/USAR/) | $9.9M | 459,374 | 0.6% | 2 |
| PINTEREST INC | [PINS](https://holderbook.com/stocks/PINS/) | $7.9M | 375,000 | 0.5% | 3 |
| TTM TECHNOLOGIES INC | [TTMI](https://holderbook.com/stocks/TTMI/) | $5.9M | 31,600 | 0.4% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $5.9M | 40,000 | 0.4% | 6 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $5.5M | 14,000 | 0.4% | 1 |
| AST SPACEMOBILE INC | [ASTS](https://holderbook.com/stocks/ASTS/) | $4.5M | 51,000 | 0.3% | 1 |
| QUANTUM COMPUTING INC | [QUBT](https://holderbook.com/stocks/QUBT/) | $3.5M | 362,279 | 0.2% | 7 |
| CELSIUS HLDGS INC | [CELH](https://holderbook.com/stocks/CELH/) | $3.2M | 110,000 | 0.2% | 3 |
| SYMBOTIC INC | [SYM](https://holderbook.com/stocks/SYM/) | $1.2M | 27,147 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +39.8% | +14.8% | +25.0% | 100% |
| Q1 2026 | -17.5% | -4.6% | -12.9% | 97% |
| Q4 2025 | -2.1% | +2.4% | -4.4% | 95% |
| Q3 2025 | +38.7% | +7.8% | +30.8% | 95% |
| Q2 2025 | +46.8% | +10.5% | +36.3% | 97% |
| Q1 2025 | -23.6% | -4.6% | -19.1% | 96% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.5B | 39 |
| Q1 2026 | $975.8M | 32 |
| Q4 2025 | $1.0B | 22 |
| Q3 2025 | $1.0B | 19 |
| Q2 2025 | $722.3M | 22 |
| Q1 2025 | $491.4M | 25 |
| Q4 2024 | $411.7M | 21 |