SEC 13F Intelligence

Managers / Q2 2026

UNICOM Systems, Inc.

CIK 0001996154 · 59 PROMONTORY RIDGE DRIVE, LAS VEGAS, NV, 89135 · 310-720-3398

Reported Value
$1.5B
Q2 2026
Positions
39
Filings on Record
7
2019–present window
Filed
Jul 8, 2026
original filing

Summary

Unicom Systems, Inc. reported $1.5B in U.S.-listed holdings across 39 positions for Q2 2026.

Its largest position, TSLA, represents 12.3% of the portfolio.

Compared with Q1 2026, the fund opened 7 new positions and exited 0.

Portfolio Metrics

Turnover
+2.1%
vs prior filed quarter
Top-10 Concentration
+67.3%
share of reported value
Largest Position
+12.3%
Tesla

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $412MQ4 ’24Q1 ’25: $491MQ1 ’25Q2 ’25: $722MQ2 ’25Q3 ’25: $1.0BQ3 ’25Q4 ’25: $1.0BQ4 ’25Q1 ’26: $976MQ1 ’26Q2 ’26: $1.5BQ2 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 85.4%Other: 11.7%ADR: 3.0%
  • Common Stock · 85.4% · $1.3B
  • Other · 11.7% · $179M
  • ADR · 3.0% · $45M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2026 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MXLMAXLINEAR INCNEW+114.9K114.9K+$15M$15M
SIMOSILICON MOTION TECHNOLOGY CONEW+41.2K41.2K+$14M$14M
GLWCORNING INCNEW+53.3K53.3K+$14M$14M
MRVLMARVELL TECHNOLOGY INCNEW+34.4K34.4K+$10M$10M
TTMITTM TECHNOLOGIES INCNEW+31.6K31.6K+$6M$6M
COHRCOHERENT CORPNEW+14.0K14.0K+$6M$6M
ASTSAST SPACEMOBILE INCNEW+51.0K51.0K+$5M$5M
AAOIAPPLIED OPTOELECTRONICS INCADDED+83.9K152.5K+$17M$23M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

39 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1TSLATESLA INChistory →COM12.31%$189M448.7K
2NVDANVIDIA CORPORATIONhistory →COM9.88%$151M757.1K
3SNDKSANDISK CORPhistory →COM8.68%$133M58.5K
4AVGOBROADCOM INChistory →COM8.02%$123M325.3K
5PLTRPALANTIR TECHNOLOGIES INChistory →CL A6.39%$98M839.0K
6QBTSD-WAVE QUANTUM INChistory →COM4.89%$75M3.12M
7ROCKET LAB USA INCCOM4.66%$71M702.6K
8RGTIRIGETTI COMPUTING INChistory →COMMON STOCK4.44%$68M3.52M
9WDCWESTERN DIGITAL CORPhistory →COM4.23%$65M101.6K
10MUMICRON TECHNOLOGY INChistory →COM3.83%$59M50.8K
11ASML HOLDING N VN Y REGISTRY SHS3.76%$58M29.0K
12SEGATE TECHNOLOGY HLDNGS PLORD SHS2.74%$42M43.5K
13IONQIONQ INChistory →COM2.67%$41M768.9K
14PEVERPURE INChistory →CL A2.49%$38M484.5K
15ARMARM HOLDINGS PLChistory →SPONSORED ADS2.06%$32M89.0K
16NTAPNETAPP INChistory →COM1.55%$24M153.5K
17AAOIAPPLIED OPTOELECTRONICS INChistory →COM1.47%$23M152.5K
18BEBLOOM ENERGY CORPhistory →COM CL A1.46%$22M74.0K
19METAMETA PLATFORMS INChistory →CL A1.14%$17M31.0K
20CIENCIENA CORPhistory →COM NEW1.13%$17M35.2K
21UNHUNITEDHEALTH GROUP INChistory →COM1.12%$17M41.4K
22LITELUMENTUM HLDGS INChistory →COM1.11%$17M19.8K
23APPAPPLOVIN CORPhistory →COM CL A1.07%$16M31.9K
24MDBMONGODB INChistory →CL A1.00%$15M45.5K
25MXLMAXLINEAR INChistory →COM0.96%$15M114.9K
26SIMOSILICON MOTION TECHNOLOGY COhistory →SPONSORED ADR0.90%$14M41.2K
27GLWCORNING INChistory →COM0.89%$14M53.3K
28GOOGLALAPHABET INChistory →CAP STK CL A0.72%$11M31.0K
29MRVLMARVELL TECHNOLOGY INChistory →COM0.67%$10M34.4K
30PANWPALO ALTO NETWORKS INChistory →COM0.66%$10M29.5K
31USARUSA RARE EARTH INCCOM0.65%$10M459.4K
32PINTEREST INCCL A0.51%$8M375.0K
33TTMITTM TECHNOLOGIES INCCOM0.39%$6M31.6K
34ORCLORACLE CORPCOM0.38%$6M40.0K
35COHRCOHERENT CORPCOM0.36%$6M14.0K
36ASTSAST SPACEMOBILE INCCOM CL A0.30%$5M51.0K
37QUBTQUANTUM COMPUTING INCCOM0.23%$4M362.3K
38CELHCELSIUS HLDGS INCCOM NEW0.21%$3M110.0K
39SYMSYMBOTIC INCCLASS A COM0.08%$1M27.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$1.5B39Jul 8, 202613F-HRchanges · EDGAR ↗
Q1 2026$976M32Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.0B22Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.0B19Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$722M22Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$491M25May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$412M21Jan 29, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.