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UNICOM Systems, Inc. Portfolio

$1.5B across 39 positions as of 2026-09-30, with 69% of it in the ten largest. 4 quarters on file.

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
TSLATesla Inc$181.2M12.4%510,661
NVDANVIDIA Corp$172.9M11.8%757,098
PLTRPalantir Technologies Inc$156.9M10.7%838,992
AVGOBroadcom Inc$114.2M7.8%325,300
SNDKSandisk Corp$111.5M7.6%64,100
MUMicron Technology Inc$64.8M4.4%60,800
RGTIRigetti Computing, Inc. - Common stock$55.4M3.8%3,521,935
ASML HOLDING N V$52.5M3.6%29,000
D-WAVE QUANTUM INC$51.7M3.5%3,121,346
ROCKET LAB USA INC$49M3.3%702,635
WDCWestern Digital Corp$46.2M3.2%101,600
SEGATE TECHNOLOGY HLDNGS PL$40.1M2.7%43,500
IONQIONQ Inc$33.7M2.3%768,900
SKHYSK Hynix Inc$32.9M2.2%178,600
NTAPNetApp Inc$32.2M2.2%153,500
ARMArm Holdings PLC$25.8M1.8%89,000
METAMeta Platforms Inc$22.5M1.5%30,985
BEBloom Energy Corp$20.5M1.4%74,000
MRVLMarvell Technology Inc$19.9M1.4%75,400
LITELumentum Holdings Inc$19.2M1.3%19,800
EVERPURE INC$18.9M1.3%144,311
UNHUnitedHealth Group Inc$15.2M1.0%41,434
APPLIED OPTOELECTRONICS INC$15.1M1.0%152,483
CIENCiena Corp$12.4M0.8%35,231
PANWPalo Alto Networks Inc$11.7M0.8%29,500
SILICON MOTION TECHNOLOGY CO$11.5M0.8%41,200
GOOGLAlphabet Inc$10.7M0.7%31,000
MXLMaxlinear Inc$10.4M0.7%114,900
APPApplovin Corp$9.3M0.6%31,900
GLWCorning Inc$8.2M0.6%53,300
PINSPinterest Inc$7.1M0.5%375,000
USA RARE EARTH INC$6.5M0.4%459,374
ORCLOracle Corp$5.5M0.4%40,000
COHRCoherent Corp$4M0.3%14,000
TTM TECHNOLOGIES INC$3.9M0.3%31,600
QUANTUM COMPUTING INC$3.1M0.2%362,279
CELHCelsius Holdings Inc$3M0.2%110,000
AST SPACEMOBILE INC$3M0.2%51,000
SYMBOTIC INC$1.1M0.1%27,147

Quarter ending 2026-09-30.

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