UNICOM Systems, Inc.
Net buyer this quarter
$1.53B
39
+$168M
67.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSLA | $189M | 12.31% | 0.01% | Not reported | Q4 2024 |
 NVDA | $151M | 9.88% | 0.00% | Not reported | Q4 2024 |
 SNDK | $133M | 8.68% | 0.04% | +14.9% | Q1 2026 |
 AVGO | $123M | 8.02% | 0.01% | +8.3% | Q4 2024 |
 PLTR | $97.9M | 6.39% | 0.03% | Not reported | Q4 2024 |
 QBTS | $74.9M | 4.89% | 0.84% | Not reported | Q4 2024 |
 RKLB | $71.4M | 4.66% | 0.12% | +6.9% | Q1 2025 |
 RGTI | $68M | 4.44% | 1.06% | Not reported | Q4 2024 |
 WDC | $64.9M | 4.23% | 0.03% | +12.3% | Q1 2026 |
 MU | $58.6M | 3.83% | 0.00% | +95.4% | Q1 2026 |
 ASML | $57.7M | 3.76% | 0.01% | Not reported | Q4 2024 |
 STX | $42M | 2.74% | 0.02% | +18.2% | Q1 2026 |
 IONQ | $41M | 2.67% | 0.20% | Not reported | Q1 2026 |
 P | $38.2M | 2.49% | 0.15% | Not reported | Q4 2024 |
 ARM | $31.6M | 2.06% | 0.01% | Not reported | Q4 2024 |
 NTAP | $23.8M | 1.55% | 0.08% | Not reported | Q1 2025 |
 AAOI | $22.6M | 1.47% | 0.18% | +122.3% | Q1 2026 |
 BE | $22.4M | 1.46% | 0.03% | Not reported | Q1 2026 |
 META | $17.5M | 1.14% | Not reported | Not reported | Q4 2025 |
 CIEN | $17.3M | 1.13% | 0.02% | +109.3% | Q1 2026 |
 UNH | $17.2M | 1.12% | 0.00% | Not reported | Q2 2025 |
 LITE | $17M | 1.11% | 0.02% | +39.4% | Q1 2026 |
 APP | $16.4M | 1.07% | 0.01% | Not reported | Q1 2025 |
 MDB | $15.3M | 1.00% | 0.06% | Not reported | Q4 2024 |
 MXL | $14.7M | 0.96% | 0.13% | New | Q2 2026 |
 SIMO | $13.7M | 0.90% | 0.03% | New | Q2 2026 |
 GLW | $13.6M | 0.89% | 0.01% | New | Q2 2026 |
 GOOGL | $11.1M | 0.72% | 0.00% | Not reported | Q4 2024 |
 MRVL | $10.2M | 0.67% | 0.00% | Not reported | Q1 2025 |
 PANW | $10.1M | 0.66% | 0.00% | Not reported | Q1 2025 |
 USAR | $9.91M | 0.65% | 0.19% | Not reported | Q1 2026 |
 PINS | $7.89M | 0.51% | 0.29% | Not reported | Q4 2025 |
 TTMI | $5.91M | 0.39% | 0.03% | New | Q2 2026 |
 ORCL | $5.86M | 0.38% | 0.00% | Not reported | Q1 2025 |
 COHR | $5.52M | 0.36% | 0.01% | New | Q2 2026 |
 ASTS | $4.53M | 0.30% | Not reported | New | Q2 2026 |
 QUBT | $3.51M | 0.23% | 0.16% | Not reported | Q4 2024 |
 CELH | $3.22M | 0.21% | 0.04% | Not reported | Q4 2025 |
 SYM | $1.22M | 0.08% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| TSLA | $167M | 17.09% | 0.01% | Not reported | Q4 2024 |
| NVDA | $132M | 13.53% | 0.00% | Not reported | Q4 2024 |
| PLTR | $123M | 12.58% | 0.04% | Not reported | Q4 2024 |
| AVGO | $92.9M | 9.53% | 0.01% | Not reported | Q4 2024 |
| RGTI | $49.4M | 5.07% | 1.06% | Not reported | Q4 2024 |
| QBTS | $45M | 4.62% | 0.84% | Not reported | Q4 2024 |
| RKLB | $42.2M | 4.33% | 0.11% | +30.7% | Q1 2025 |
| ASML | $38.3M | 3.93% | 0.01% | Not reported | Q4 2024 |
| SNDK | $32.3M | 3.31% | 0.03% | New | Q1 2026 |
| P | $28.6M | 2.93% | 0.15% | Not reported | Q4 2024 |
| WDC | $24.5M | 2.51% | 0.03% | New | Q1 2026 |
| IONQ | $22.2M | 2.27% | 0.21% | New | Q1 2026 |
| META | $17.7M | 1.82% | Not reported | Not reported | Q4 2025 |
| NTAP | $15.7M | 1.61% | 0.08% | Not reported | Q1 2025 |
| STX | $14.4M | 1.48% | 0.02% | New | Q1 2026 |
| ARM | $13.5M | 1.38% | 0.01% | Not reported | Q4 2024 |
| APP | $12.7M | 1.30% | 0.01% | Not reported | Q1 2025 |
| UNH | $11.2M | 1.15% | 0.00% | Not reported | Q2 2025 |
| MDB | $11.1M | 1.14% | 0.06% | Not reported | Q4 2024 |
| BE | $10M | 1.03% | 0.03% | New | Q1 2026 |
| LITE | $9.98M | 1.02% | 0.02% | New | Q1 2026 |
| GOOGL | $8.91M | 0.91% | 0.00% | Not reported | Q4 2024 |
| MU | $8.78M | 0.90% | 0.00% | New | Q1 2026 |
| USAR | $6.95M | 0.71% | 0.21% | New | Q1 2026 |
| PINS | $6.88M | 0.70% | 0.29% | Not reported | Q4 2025 |
| CIEN | $6.53M | 0.67% | 0.01% | New | Q1 2026 |
| ORCL | $5.88M | 0.60% | 0.00% | Not reported | Q1 2025 |
| AAOI | $5.8M | 0.59% | 0.09% | New | Q1 2026 |
| PANW | $4.73M | 0.48% | 0.00% | Not reported | Q1 2025 |
| CELH | $3.9M | 0.40% | 0.04% | Not reported | Q4 2025 |
| QUBT | $2.48M | 0.25% | 0.16% | Not reported | Q4 2024 |
| SYM | $1.44M | 0.15% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| TSLA | $202M | 19.72% | 0.01% | Not reported | Q4 2024 |
| PLTR | $149M | 14.58% | 0.04% | +3.3% | Q4 2024 |
| NVDA | $141M | 13.80% | 0.00% | Not reported | Q4 2024 |
| AVGO | $104M | 10.16% | 0.01% | Not reported | Q4 2024 |
| QBTS | $81.6M | 7.98% | 0.87% | Not reported | Q4 2024 |
| RGTI | $78M | 7.63% | 1.06% | Not reported | Q4 2024 |
| RKLB | $35.1M | 3.43% | 0.09% | Not reported | Q1 2025 |
| P | $32.5M | 3.17% | 0.15% | +17.5% | Q4 2024 |
| ASML | $31M | 3.03% | 0.01% | Not reported | Q4 2024 |
| APP | $21.5M | 2.10% | 0.01% | Not reported | Q1 2025 |
| META | $20.5M | 2.00% | Not reported | New | Q4 2025 |
| MDB | $19.1M | 1.87% | 0.06% | Not reported | Q4 2024 |
| NTAP | $16.4M | 1.61% | 0.08% | Not reported | Q1 2025 |
| UNH | $13.7M | 1.34% | 0.00% | Not reported | Q2 2025 |
| ARM | $9.73M | 0.95% | 0.01% | Not reported | Q4 2024 |
| PINS | $9.71M | 0.95% | 0.29% | New | Q4 2025 |
| ORCL | $7.8M | 0.76% | 0.00% | Not reported | Q1 2025 |
| PANW | $5.43M | 0.53% | 0.00% | Not reported | Q1 2025 |
| CELH | $5.03M | 0.49% | 0.04% | New | Q4 2025 |
| QUBT | $3.72M | 0.36% | 0.16% | Not reported | Q4 2024 |
| SYM | $1.62M | 0.16% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| TSLA | $200M | 19.71% | 0.01% | +8.2% | Q4 2024 |
| PLTR | $148M | 14.64% | 0.03% | +8.5% | Q4 2024 |
| NVDA | $141M | 13.96% | 0.00% | Not reported | Q4 2024 |
| RGTI | $105M | 10.37% | 1.08% | -7.5% | Q4 2024 |
| AVGO | $99.1M | 9.79% | 0.01% | Not reported | Q4 2024 |
| QBTS | $77.1M | 7.62% | 0.90% | +12.1% | Q4 2024 |
| P | $34.6M | 3.42% | 0.13% | Not reported | Q4 2024 |
| ASML | $28.1M | 2.77% | 0.01% | -14.7% | Q4 2024 |
| RKLB | $24.1M | 2.38% | 0.10% | +94.2% | Q1 2025 |
| APP | $22.9M | 2.26% | 0.01% | Not reported | Q1 2025 |
| NTAP | $18.2M | 1.80% | 0.08% | Not reported | Q1 2025 |
| UNH | $14.3M | 1.41% | 0.00% | Not reported | Q2 2025 |
| MDB | $14.1M | 1.40% | 0.06% | Not reported | Q4 2024 |
| ARM | $12.6M | 1.24% | 0.01% | Not reported | Q4 2024 |
| ORCL | $11.2M | 1.11% | 0.00% | Not reported | Q1 2025 |
| QUBT | $6.67M | 0.66% | 0.19% | -34.4% | Q4 2024 |
| PANW | $6.01M | 0.59% | 0.00% | Not reported | Q1 2025 |
 TDC | $2.01M | 0.20% | 0.10% | -8.0% | Q4 2024 |