2026 Q2 Portfolio Activity
In 2026 Q2, UNICOM Systems, Inc. maintained a portfolio of 39 distinct positions. The most significant new addition was MAXLINEAR INC, now representing 0.96% of the total fund value. They heavily accumulated shares in SANDISK CORP, increasing the position by 14.9%.
Position History
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UNICOM Systems, Inc.
AUM $1,533M
Total Positions
39
Quarter
2026 Q2
Top Holding
TSLA (12.3%)
Top 10 Concentration
67.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-39 of 39
UNICOM Systems, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSLA
TESLA INC
|
Consumer Cyclical | 12.31% | 17.09% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
448,661 | $188,706,817 |
$351.68
-8.6%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 9.88% | 13.53% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
757,098 | $151,487,739 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
SNDK
SANDISK CORP
|
Technology | 8.68% | 3.31% |
#3
6
Prev: #9
|
6.5 |
—
|
7,600 | 14.9% |
P
S
|
58,500 | $133,013,205 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 8.02% | 9.53% |
#4
Prev: #4
|
5.7 |
—
|
25,000 | 8.3% |
P
S
|
325,300 | $122,882,075 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 6.39% | 12.58% |
#5
2
Prev: #3
|
4.1 |
—
|
no change | no change |
P
S
|
838,992 | $97,885,197 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
QBTS
D-WAVE QUANTUM ...
|
Technology | 4.89% | 4.62% |
#6
Prev: #6
|
3.0 |
—
|
no change | no change |
P
S
|
3,121,346 | $74,881,091 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
RKLB
ROCKET LAB USA ...
|
Industrials | 4.66% | 4.33% |
#7
Prev: #7
|
3.9 |
—
|
45,400 | 6.9% |
P
S
|
702,635 | $71,422,847 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
RGTI
RIGETTI COMPUTI...
|
Technology | 4.44% | 5.07% |
#8
3
Prev: #5
|
2.8 |
—
|
no change | no change |
P
S
|
3,521,935 | $68,043,784 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 4.23% | 2.51% |
#9
2
Prev: #11
|
3.7 |
—
|
11,100 | 12.3% |
P
S
|
101,600 | $64,893,952 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 3.83% | 0.90% |
#10
13
Prev: #23
|
4.5 |
—
|
24,800 | 95.4% |
P
S
|
50,800 | $58,637,932 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 3.76% | 3.93% |
#11
3
Prev: #8
|
2.5 |
—
|
no change | no change |
P
S
|
29,000 | $57,693,760 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
STX
SEGATE TECHNOLO...
|
Technology | 2.74% | 1.48% |
#12
3
Prev: #15
|
3.1 |
—
|
6,700 | 18.2% |
P
S
|
43,500 | $41,977,500 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
IONQ
IONQ INC
|
Technology | 2.67% | 2.27% |
#13
1
Prev: #12
|
2.1 |
—
|
no change | no change |
P
S
|
768,900 | $40,951,614 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
PSTG
EVERPURE INC
|
Technology | 2.49% | 2.93% |
#14
4
Prev: #10
|
2.0 |
—
|
no change | no change |
P
S
|
484,467 | $38,171,155 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 2.06% | 1.38% |
#15
1
Prev: #16
|
1.8 |
—
|
no change | no change |
P
S
|
89,000 | $31,556,730 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
NTAP
NETAPP INC
|
Technology | 1.55% | 1.61% |
#16
2
Prev: #14
|
1.6 |
—
|
no change | no change |
P
S
|
153,500 | $23,755,660 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
AAOI
APPLIED OPTOELE...
|
Technology | 1.47% | 0.59% |
#17
11
Prev: #28
|
3.6 |
—
|
83,892 | 122.3% |
P
S
|
152,483 | $22,591,881 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 1.46% | 1.03% |
#18
2
Prev: #20
|
1.6 |
—
|
no change | no change |
P
S
|
74,000 | $22,399,800 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.14% | 1.82% |
#19
6
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
30,985 | $17,453,541 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
CIEN
CIENA CORP
|
Technology | 1.13% | 0.67% |
#20
6
Prev: #26
|
3.5 |
—
|
18,400 | 109.3% |
P
S
|
35,231 | $17,282,919 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.12% | 1.15% |
#21
3
Prev: #18
|
1.4 |
—
|
no change | no change |
P
S
|
41,434 | $17,221,213 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 1.11% | 1.02% |
#22
1
Prev: #21
|
2.9 |
—
|
5,600 | 39.4% |
P
S
|
19,800 | $16,989,588 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 1.07% | 1.30% |
#23
6
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
31,900 | $16,435,837 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
MDB
MONGODB INC
|
Technology | 1.00% | 1.14% |
#24
5
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
45,500 | $15,283,450 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
MXL
MAXLINEAR INC
|
Technology | 0.96% | — |
#25
Prev: #—
|
3.9 |
—
|
114,900 | — |
NEW
|
114,900 | $14,710,647 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
SIMO
SILICON MOTION ...
|
Technology | 0.90% | — |
#26
Prev: #—
|
3.9 |
—
|
41,200 | — |
NEW
|
41,200 | $13,733,196 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
GLW
CORNING INC
|
Technology | 0.89% | — |
#27
Prev: #—
|
3.9 |
—
|
53,300 | — |
NEW
|
53,300 | $13,614,419 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
GOOGL
ALAPHABET INC
|
Communication Services | 0.72% | 0.91% |
#28
6
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
31,000 | $11,078,470 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.67% | — |
#29
Prev: #—
|
3.8 |
—
|
34,400 | — |
NEW
|
34,400 | $10,247,416 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.66% | 0.48% |
#30
1
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
29,500 | $10,060,090 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
USAR
USA RARE EARTH ...
|
Basic Materials | 0.65% | 0.71% |
#31
7
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
459,374 | $9,913,291 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
PINS
PINTEREST INC
|
Communication Services | 0.51% | 0.70% |
#32
7
Prev: #25
|
1.2 |
—
|
no change | no change |
P
S
|
375,000 | $7,886,250 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
TTMI
TTM TECHNOLOGIE...
|
Technology | 0.39% | — |
#33
Prev: #—
|
3.7 |
—
|
31,600 | — |
NEW
|
31,600 | $5,909,832 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.38% | 0.60% |
#34
7
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
40,000 | $5,862,000 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
COHR
COHERENT CORP
|
Technology | 0.36% | — |
#35
Prev: #—
|
3.6 |
—
|
14,000 | — |
NEW
|
14,000 | $5,522,580 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ASTS
AST SPACEMOBILE...
|
Technology | 0.30% | — |
#36
Prev: #—
|
3.6 |
—
|
51,000 | — |
NEW
|
51,000 | $4,531,860 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
QUBT
QUANTUM COMPUTI...
|
Technology | 0.23% | 0.25% |
#37
6
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
362,279 | $3,514,106 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
CELH
CELSIUS HLDGS I...
|
Consumer Defensive | 0.21% | 0.40% |
#38
8
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
110,000 | $3,220,800 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
SYM
SYMBOTIC INC
|
Industrials | 0.08% | 0.15% |
#39
7
Prev: #32
|
1.0 |
—
|
no change | no change |
P
S
|
27,147 | $1,220,258 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 |
Showing 1-39 of 39 holdings