UNICOM Systems, Inc.
13F holdings for Q2 2026 · LAS VEGAS, NV · filed July 8, 2026
UNICOM Systems, Inc. reported $1.5B in 13F securities across 39 holdings for Q2 2026, in a Form 13F filed July 8, 2026. The largest positions were TSLA (12.3%), NVDA (9.9%), SNDK (8.7%). Reported value rose 57.1% from the quarter before. It opened 7 new positions, added to 9, trimmed 0 and sold out of 0.
- 13F value Q2 2026
- $1.5B
- Holdings
- 39
- Change vs prior quarter
- +57.1%
- Rank by 13F value
- #1,944
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| TSLA Tesla Inc. | $189M | 12.3% | 448,661 | 0% | Unchanged |
| NVDA NVIDIA Corporation | $151M | 9.9% | 757,098 | 0% | Unchanged |
| SNDK Sandisk Corporation | $133M | 8.7% | 58,500 | +14.9% | Added |
| AVGO Broadcom Inc. | $123M | 8.0% | 325,300 | +8.3% | Added |
| PLTR Palantir Technologies Inc. | $97.9M | 6.4% | 838,992 | 0% | Unchanged |
| QBTS D-Wave Quantum Inc. | $74.9M | 4.9% | 3,121,346 | 0% | Unchanged |
| Rocket Lab USA Inc | $71.4M | 4.7% | 702,635 | +6.9% | Added |
| RGTI Rigetti Computing Inc. | $68.0M | 4.4% | 3,521,935 | 0% | Unchanged |
| WDC Western Digital Corporation | $64.9M | 4.2% | 101,600 | +12.3% | Added |
| MU Micron Technology Inc. | $58.6M | 3.8% | 50,800 | +95.4% | Added |
| Asml HLDG NV N Y Registry SHS | $57.7M | 3.8% | 29,000 | 0% | Unchanged |
| Seagate Technology Hldngs PLC Ord SHS | $42.0M | 2.7% | 43,500 | +18.2% | Added |
| IONQ IonQ Inc. | $41.0M | 2.7% | 768,900 | 0% | Unchanged |
| P Everpure Inc. | $38.2M | 2.5% | 484,467 | 0% | Unchanged |
| ARM Arm Holdings plc | $31.6M | 2.1% | 89,000 | 0% | Unchanged |
| NTAP NetApp Inc. | $23.8M | 1.5% | 153,500 | 0% | Unchanged |
| AAOI Applied Optoelectronics Inc. | $22.6M | 1.5% | 152,483 | +122.3% | Added |
| BE Bloom Energy Corporation | $22.4M | 1.5% | 74,000 | 0% | Unchanged |
| META Meta Platforms Inc. | $17.5M | 1.1% | 30,985 | 0% | Unchanged |
| CIEN Ciena Corporation | $17.3M | 1.1% | 35,231 | +109.3% | Added |
| UNH UnitedHealth Group Incorporated | $17.2M | 1.1% | 41,434 | 0% | Unchanged |
| LITE Lumentum Holdings Inc. | $17.0M | 1.1% | 19,800 | +39.4% | Added |
| APP Applovin Corporation | $16.4M | 1.1% | 31,900 | 0% | Unchanged |
| MDB MongoDB Inc. | $15.3M | 1.0% | 45,500 | 0% | Unchanged |
| MXL MaxLinear Inc. | $14.7M | 1.0% | 114,900 | New | New |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $1.5B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- MU Micron Technology Inc. Added+$28.6M
- SNDK Sandisk Corporation Added+$17.3M
- MXL MaxLinear Inc. New+$14.7M
- SIMO Silicon Motion Technology Corporation New+$13.7M
- GLW Corning Incorporated New+$13.6M
- AAOI Applied Optoelectronics Inc. Added+$12.4M
- MRVL Marvell Technology Inc. New+$10.2M
- AVGO Broadcom Inc. Added+$9.4M
- CIEN Ciena Corporation Added+$9.0M
- WDC Western Digital Corporation Added+$7.1M
Biggest sells in Q2 2026
None this quarter.
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 7 new, 9 added, 0 trimmed, 0 sold out.
Sector mix
- Technology69.6%
- Industrials13.3%
- Not listed with us11.2%
- Energy1.5%
- Utilities1.1%
- Health Care1.1%
- Telecommunications1.1%
- Basic Materials0.6%
- Consumer Discretionary0.3%
- Consumer Staples0.2%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| SIMO Silicon Motion Technology Corporation | $13.7M | 0.9% | 41,200 | New | New |
| GLW Corning Incorporated | $13.6M | 0.9% | 53,300 | New | New |
| GOOGL Alphabet Inc. | $11.1M | 0.7% | 31,000 | 0% | Unchanged |
| MRVL Marvell Technology Inc. | $10.2M | 0.7% | 34,400 | New | New |
| PANW Palo Alto Networks Inc. | $10.1M | 0.7% | 29,500 | 0% | Unchanged |
| USAR USA Rare Earth Inc. | $9.9M | 0.6% | 459,374 | 0% | Unchanged |
| PINS Pinterest Inc. | $7.9M | 0.5% | 375,000 | 0% | Unchanged |
| TTMI TTM Technologies Inc. | $5.9M | 0.4% | 31,600 | New | New |
| ORCL Oracle Corporation | $5.9M | 0.4% | 40,000 | 0% | Unchanged |
| COHR Coherent Corp. | $5.5M | 0.4% | 14,000 | New | New |
| ASTS AST SpaceMobile Inc. | $4.5M | 0.3% | 51,000 | New | New |
| QUBT Quantum Computing Inc. | $3.5M | 0.2% | 362,279 | 0% | Unchanged |
| CELH Celsius Holdings Inc. | $3.2M | 0.2% | 110,000 | 0% | Unchanged |
| SYM Symbotic Inc. | $1.2M | 0.1% | 27,147 | 0% | Unchanged |
Questions about UNICOM Systems, Inc.
- What does UNICOM Systems, Inc. own?
- In its Form 13F for Q2 2026, UNICOM Systems, Inc. reported 39 holdings worth $1.5B. The five largest were TSLA, NVDA, SNDK, AVGO, PLTR.
- What did UNICOM Systems, Inc. buy and sell in Q2 2026?
- UNICOM Systems, Inc. opened 7 new positions, added to 9, trimmed 0 and sold out of 0 compared with the quarter before.
- When did UNICOM Systems, Inc. file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 8, 2026.
From Form 13F filed by UNICOM Systems, Inc. (SEC CIK 0001996154) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds