Q2 2026 13F · SEC CIK 1996154

UNICOM Systems, Inc.

Investment managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 39
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.4 yrs

UNICOM Systems, Inc. is an investment manager that reported 39 positions worth $1.5B in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Tesla Inc Com (TSLA, 12.3%), Nvidia Corporation Com (NVDA, 9.9%), Sandisk Corp (SNDK, 8.7%).

UNICOM Systems, Inc. holdings all 39 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

UNICOM Systems, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TSLATesla Inc Com	12.3%	17.1%	448,661	+0.0%	$188.7M
NVDANvidia Corporation Com	9.9%	13.5%	757,098	+0.0%	$151.5M
SNDKSandisk Corp	8.7%	3.3%	58,500	+14.9%	$133.0M
AVGOBroadcom Inc	8.0%	9.5%	325,300	+8.3%	$122.9M
PLTRPalantir Technologies Inclass Class A	6.4%	12.6%	838,992	+0.0%	$97.9M
QBTSD-Wave Quantum Inc	4.9%	4.6%	3,121,346	+0.0%	$74.9M
773122106Rocket Laboratory Usa In	4.7%	4.3%	702,635	+6.9%	$71.4M
RGTIRigetti Computing Inc	4.4%	5.1%	3,521,935	+0.0%	$68.0M
WDCWestern Digital Corp	4.2%	2.5%	101,600	+12.3%	$64.9M
MUMicron Technology Inc	3.8%	0.9%	50,800	+95.4%	$58.6M
ASMLAsml Hldg NV	3.8%	3.9%	29,000	+0.0%	$57.7M
STXSeagate Technology Hldngs Pl	2.7%	1.5%	43,500	+18.2%	$42.0M
IONQIonq Inc	2.7%	2.3%	768,900	+0.0%	$41.0M
PSTGPure Storage Inc - Class A	2.5%	2.9%	484,467	+0.0%	$38.2M
ARMArm Hldgs PLC Equity A Funsponsored ADR	2.1%	1.4%	89,000	+0.0%	$31.6M
NTAPNetapp Inc	1.6%	1.6%	153,500	+0.0%	$23.8M
AAOIApplied Optoelectronics Inc	1.5%	0.6%	152,483	+122.3%	$22.6M
BEBloom Energy Corp	1.5%	1.0%	74,000	+0.0%	$22.4M
METAMeta Platforms Inc Class A	1.1%	1.8%	30,985	+0.0%	$17.5M
CIENCiena Corp	1.1%	0.7%	35,231	+109.3%	$17.3M
UNHUnitedhealth Group Inc Com	1.1%	1.1%	41,434	+0.0%	$17.2M
LITELumentum Hldgs Inc Com	1.1%	1.0%	19,800	+39.4%	$17.0M
APPApplovin Corp	1.1%	1.3%	31,900	+0.0%	$16.4M
MDBMongodb Inc	1.0%	1.1%	45,500	+0.0%	$15.3M
MXLMaxlinear Inc	1.0%	New	114,900	—	$14.7M
SIMOSilicon Motion Technology Corp Sponsored	0.9%	New	41,200	—	$13.7M
GLWCorning Inc.	0.9%	New	53,300	—	$13.6M
GOOGLAlphabet Inc	0.7%	0.9%	31,000	+0.0%	$11.1M
MRVLMarvell Technology Inc	0.7%	New	34,400	—	$10.2M
PANWPalo Alto Networks Inc	0.7%	0.5%	29,500	+0.0%	$10.1M
USARUSA Rare Earth Inc	0.6%	0.7%	459,374	+0.0%	$9.9M
PINSPinterest Inc	0.5%	0.7%	375,000	+0.0%	$7.9M
TTMITTM Technologies, Inc.	0.4%	New	31,600	—	$5.9M
ORCLOracle Corp	0.4%	0.6%	40,000	+0.0%	$5.9M
COHRCoherent Corp	0.4%	New	14,000	—	$5.5M
ASTSAst Spacemobile Inc	0.3%	New	51,000	—	$4.5M
74766W108Quantum Computing Inc	0.2%	0.3%	362,279	+0.0%	$3.5M
CELHCelsius Holdings Inc	0.2%	0.4%	110,000	+0.0%	$3.2M
SYMSymbotic Inc	0.1%	0.1%	27,147	+0.0%	$1.2M

What UNICOM Systems, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

MXL Maxlinear Inc1.0% of 13F
SIMO Silicon Motion Technology Corp Sponsored0.9% of 13F
GLW Corning Inc.0.9% of 13F
MRVL Marvell Technology Inc0.7% of 13F
TTMI TTM Technologies, Inc.0.4% of 13F
COHR Coherent Corp0.4% of 13F
ASTS Ast Spacemobile Inc0.3% of 13F

Added to

AAOI Applied Optoelectronics Inc+122.3% shares
CIEN Ciena Corp+109.3% shares
MU Micron Technology Inc+95.4% shares
LITE Lumentum Hldgs Inc Com+39.4% shares
STX Seagate Technology Hldngs Pl+18.2% shares
SNDK Sandisk Corp+14.9% shares
WDC Western Digital Corp+12.3% shares
AVGO Broadcom Inc+8.3% shares

Reduced

No position shrank by more than 5%.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +20.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about UNICOM Systems, Inc.'s portfolio

What stocks does UNICOM Systems, Inc. own?

UNICOM Systems, Inc.'s latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 39 positions worth $1.5B. The largest are Tesla Inc Com (TSLA) at 12.3%, Nvidia Corporation Com (NVDA) at 9.9%, Sandisk Corp (SNDK) at 8.7%, Broadcom Inc (AVGO) at 8.0% and Palantir Technologies Inclass Class A (PLTR) at 6.4%.

What did UNICOM Systems, Inc. buy last quarter?

In Q2 2026, UNICOM Systems, Inc. added a new position in Maxlinear Inc (MXL), a new position in Silicon Motion Technology Corp Sponsored (SIMO), a new position in Corning Inc. (GLW), a new position in Marvell Technology Inc (MRVL), a new position in TTM Technologies, Inc. (TTMI), Applied Optoelectronics Inc (AAOI) (+122.3% shares), Ciena Corp (CIEN) (+109.3% shares) and Micron Technology Inc (MU) (+95.4% shares), compared with its Q1 2026 filing.

What did UNICOM Systems, Inc. sell last quarter?

UNICOM Systems, Inc. sold out of nothing and cut no large position by more than 5% in Q2 2026.

When is UNICOM Systems, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. UNICOM Systems, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.