UNICOM Systems, Inc. — 13F Holdings & Portfolio
CIK 1996154 · latest 13F-HR filed 2026-07-08
UNICOM Systems, Inc. manages $1.53B in 13F-reported U.S. long-equity assets across 39 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSLA (12.31%), NVDA (9.88%), SNDK (8.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 0, added to 27, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
LAS VEGAS, NV 89135
$1.53B
Long-equity book
39
Distinct positions
2026-06-30
Filed 2026-07-08
+7 / −0 / ↑27 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SANDISK CORP$100.7M +311.3%
- MICRON TECHNOLOGY INC$49.9M +567.6%
- WESTERN DIGITAL CORP$40.4M +165.1%
- BROADCOM INC$29.9M +32.2%
- D-WAVE QUANTUM INC$29.8M +66.3%
Top Trims
- PALANTIR TECHNOLOGIES INC-$24.8M -20.2%
- CELSIUS HLDGS INC-$682.0K -17.5%
- SYMBOTIC INC-$224.0K -15.5%
New Positions
- MAXLINEAR INC$14.7M
- SILICON MOTION TECHNOLOGY CO$13.7M
- CORNING INC$13.6M
- MARVELL TECHNOLOGY INC$10.2M
- TTM TECHNOLOGIES INC$5.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 88160R101 | $188.7M | 12.31% | 448,661 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $151.5M | 9.88% | 757,098 | SH |
| 3 | SANDISK CORP | SNDK | 80004C200 | $133.0M | 8.68% | 58,500 | SH |
| 4 | BROADCOM INC | AVGO | 11135F101 | $122.9M | 8.02% | 325,300 | SH |
| 5 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $97.9M | 6.39% | 838,992 | SH |
| 6 | D-WAVE QUANTUM INC | QBTS | 26740W109 | $74.9M | 4.89% | 3,121,346 | SH |
| 7 | ROCKET LAB USA INC | RKLB | 773122106 | $71.4M | 4.66% | 702,635 | SH |
| 8 | RIGETTI COMPUTING INC | RGTI | 76655K103 | $68.0M | 4.44% | 3,521,935 | SH |
| 9 | WESTERN DIGITAL CORP | WDC | 958102105 | $64.9M | 4.23% | 101,600 | SH |
| 10 | MICRON TECHNOLOGY INC | MU | 595112103 | $58.6M | 3.83% | 50,800 | SH |
| 11 | ASML HOLDING N V | ASML | N07059210 | $57.7M | 3.76% | 29,000 | SH |
| 12 | SEGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $42.0M | 2.74% | 43,500 | SH |
| 13 | IONQ INC | IONQ | 46222L108 | $41.0M | 2.67% | 768,900 | SH |
| 14 | EVERPURE INC | P | 74624M102 | $38.2M | 2.49% | 484,467 | SH |
| 15 | ARM HOLDINGS PLC | ARM | 042068205 | $31.6M | 2.06% | 89,000 | SH |
| 16 | NETAPP INC | NTAP | 64110D104 | $23.8M | 1.55% | 153,500 | SH |
| 17 | APPLIED OPTOELECTRONICS INC | AAOI | 03823U102 | $22.6M | 1.47% | 152,483 | SH |
| 18 | BLOOM ENERGY CORP | BE | 093712107 | $22.4M | 1.46% | 74,000 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $17.5M | 1.14% | 30,985 | SH |
| 20 | CIENA CORP | CIEN | 171779309 | $17.3M | 1.13% | 35,231 | SH |
| 21 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $17.2M | 1.12% | 41,434 | SH |
| 22 | LUMENTUM HLDGS INC | LITE | 55024U109 | $17.0M | 1.11% | 19,800 | SH |
| 23 | APPLOVIN CORP | APP | 03831W108 | $16.4M | 1.07% | 31,900 | SH |
| 24 | MONGODB INC | MDB | 60937P106 | $15.3M | 1.00% | 45,500 | SH |
| 25 | MAXLINEAR INC | MXL | 57776J100 | $14.7M | 0.96% | 114,900 | SH |
| 26 | SILICON MOTION TECHNOLOGY CO | SIMO | 82706C108 | $13.7M | 0.90% | 41,200 | SH |
| 27 | CORNING INC | GLW | 219350105 | $13.6M | 0.89% | 53,300 | SH |
| 28 | ALAPHABET INC | GOOGL | 02079K305 | $11.1M | 0.72% | 31,000 | SH |
| 29 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $10.2M | 0.67% | 34,400 | SH |
| 30 | PALO ALTO NETWORKS INC | PANW | 697435105 | $10.1M | 0.66% | 29,500 | SH |
| 31 | USA RARE EARTH INC | USAR | 91733P107 | $9.9M | 0.65% | 459,374 | SH |
| 32 | PINTEREST INC | PINS | 72352L106 | $7.9M | 0.51% | 375,000 | SH |
| 33 | TTM TECHNOLOGIES INC | TTMI | 87305R109 | $5.9M | 0.39% | 31,600 | SH |
| 34 | ORACLE CORP | ORCL | 68389X105 | $5.9M | 0.38% | 40,000 | SH |
| 35 | COHERENT CORP | COHR | 19247G107 | $5.5M | 0.36% | 14,000 | SH |
| 36 | AST SPACEMOBILE INC | ASTS | 00217D100 | $4.5M | 0.30% | 51,000 | SH |
| 37 | QUANTUM COMPUTING INC | QUBT | 74766W108 | $3.5M | 0.23% | 362,279 | SH |
| 38 | CELSIUS HLDGS INC | CELH | 15118V207 | $3.2M | 0.21% | 110,000 | SH |
| 39 | SYMBOTIC INC | SYM | 87151X101 | $1.2M | 0.08% | 27,147 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-08 | $1.53B | 39 | 0001996154-26-000011 |
| 2026-03-31 | 2026-04-29 | $975.8M | 32 | 0001996154-26-000009 |
| 2025-12-31 | 2026-01-14 | $1.02B | 22 | 0001996154-26-000002 |