Unicom Systems, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Unicom Systems, Inc. disclosed 39 stock positions valued at approximately $1.53B as of quarter-end June 30, 2026. The largest holdings include TESLA INC, NVIDIA CORPORATION, and SANDISK CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 39
- Portfolio Value
- $1.53B
Holdings by Sector
Unicom Systems, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TESLA INC | TSLA | Consumer Cyclical | 12.31% | 448,661 | - | - | $188,706,817 |
| NVIDIA CORPORATION | NVDA | Technology | 9.88% | 757,098 | - | - | $151,487,739 |
| SANDISK CORP | SNDK | Technology | 8.68% | 58,500 | +7,600 | +14.93% | $133,013,205 |
| BROADCOM INC | AVGO | Technology | 8.02% | 325,300 | +25,000 | +8.33% | $122,882,075 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 6.39% | 838,992 | - | - | $97,885,197 |
| D-WAVE QUANTUM INC | QBTS | Technology | 4.89% | 3,121,346 | - | - | $74,881,091 |
| ROCKET LAB USA INC | RKLB | Industrials | 4.66% | 702,635 | +45,400 | +6.91% | $71,422,847 |
| RIGETTI COMPUTING INC | RGTI | Technology | 4.44% | 3,521,935 | - | - | $68,043,784 |
| WESTERN DIGITAL CORP | WDC | Technology | 4.23% | 101,600 | +11,100 | +12.27% | $64,893,952 |
| MICRON TECHNOLOGY INC | MU | Technology | 3.83% | 50,800 | +24,800 | +95.38% | $58,637,932 |
| ASML HOLDING N V | ASML | Technology | 3.76% | 29,000 | - | - | $57,693,760 |
| SEGATE TECHNOLOGY HLDNGS PL | STX | Technology | 2.74% | 43,500 | +6,700 | +18.21% | $41,977,500 |
| IONQ INC | IONQ | Technology | 2.67% | 768,900 | - | - | $40,951,614 |
| EVERPURE INC | PSTG | Technology | 2.49% | 484,467 | - | - | $38,171,155 |
| ARM HOLDINGS PLC | ARM | Technology | 2.06% | 89,000 | - | - | $31,556,730 |
| NETAPP INC | NTAP | Technology | 1.55% | 153,500 | - | - | $23,755,660 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 1.47% | 152,483 | +83,892 | +122.31% | $22,591,881 |
| BLOOM ENERGY CORP | BE | Industrials | 1.46% | 74,000 | - | - | $22,399,800 |
| META PLATFORMS INC | META | Communication Services | 1.14% | 30,985 | - | - | $17,453,541 |
| CIENA CORP | CIEN | Technology | 1.13% | 35,231 | +18,400 | +109.32% | $17,282,919 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.12% | 41,434 | - | - | $17,221,213 |
| LUMENTUM HLDGS INC | LITE | Technology | 1.11% | 19,800 | +5,600 | +39.44% | $16,989,588 |
| APPLOVIN CORP | APP | Technology | 1.07% | 31,900 | - | - | $16,435,837 |
| MONGODB INC | MDB | Technology | 1.00% | 45,500 | - | - | $15,283,450 |
| MAXLINEAR INC | MXL | Technology | 0.96% | 114,900 | +114,900 | +100.00% | $14,710,647 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 0.90% | 41,200 | +41,200 | +100.00% | $13,733,196 |
| CORNING INC | GLW | Technology | 0.89% | 53,300 | +53,300 | +100.00% | $13,614,419 |
| ALAPHABET INC | GOOGL | Communication Services | 0.72% | 31,000 | - | - | $11,078,470 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.67% | 34,400 | +34,400 | +100.00% | $10,247,416 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.66% | 29,500 | - | - | $10,060,090 |
Showing 30 of 39 holdings in the latest reporting period.