Back to UNICOM Systems, Inc.
Q3 2026 13F filing
Updated 23 days ago39 disclosed positions worth $1.5B
Portfolio value
$1.5B
Total holdings
39
New positions
1
Closed positions
1
Increased
4
Decreased
1
Turnover
5.1%
Filed
2026-10-13
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TESLA INC | $181.2M | 510.7K | 12.38% | Added(+13.8%) |
| 2 | N NVIDIA CORPORATION | $172.9M | 757.1K | 11.81% | Unchanged |
| 3 | P PALANTIR TECHNOLOGIES INC | $156.9M | 839.0K | 10.72% | Unchanged |
| 4 | A BROADCOM INC | $114.2M | 325.3K | 7.80% | Unchanged |
| 5 | S SANDISK CORP | $111.5M | 64.1K | 7.62% | Added(+9.6%) |
| 6 | M MICRON TECHNOLOGY INC | $64.8M | 60.8K | 4.42% | Added(+19.7%) |
| 7 | R RIGETTI COMPUTING INC | $55.4M | 3.52M | 3.79% | Unchanged |
| 8 | A ASML HOLDING N V | $52.5M | 29.0K | 3.59% | Unchanged |
| 9 | Q D-WAVE QUANTUM INC | $51.7M | 3.12M | 3.53% | Unchanged |
| 10 | R ROCKET LAB USA INC | $49M | 702.6K | 3.34% | Unchanged |
| 11 | W WESTERN DIGITAL CORP | $46.2M | 101.6K | 3.15% | Unchanged |
| 12 | S SEGATE TECHNOLOGY HLDNGS PL | $40.1M | 43.5K | 2.74% | Unchanged |
| 13 | I IONQ INC | $33.7M | 768.9K | 2.30% | Unchanged |
| 14 | H SK HYNIX INC | $32.9M | 178.6K | 2.25% | — |
| 15 | N NETAPP INC | $32.2M | 153.5K | 2.20% | Unchanged |
| 16 | A ARM HOLDINGS PLC | $25.8M | 89.0K | 1.76% | Unchanged |
| 17 | M META PLATFORMS INC | $22.5M | 31.0K | 1.53% | Unchanged |
| 18 | B BLOOM ENERGY CORP | $20.5M | 74.0K | 1.40% | Unchanged |
| 19 | M MARVELL TECHNOLOGY INC | $19.9M | 75.4K | 1.36% | Added(+119.2%) |
| 20 | L LUMENTUM HLDGS INC | $19.2M | 19.8K | 1.31% | Unchanged |
| 21 | E EVERPURE INC | $18.9M | 144.3K | 1.29% | Trimmed(-70.2%) |
| 22 | U UNITEDHEALTH GROUP INC | $15.2M | 41.4K | 1.04% | Unchanged |
| 23 | A APPLIED OPTOELECTRONICS INC | $15.1M | 152.5K | 1.03% | Unchanged |
| 24 | C CIENA CORP | $12.4M | 35.2K | 0.85% | Unchanged |
| 25 | P PALO ALTO NETWORKS INC | $11.7M | 29.5K | 0.80% | Unchanged |
| 26 | S SILICON MOTION TECHNOLOGY CO | $11.5M | 41.2K | 0.79% | Unchanged |
| 27 | G ALAPHABET INC | $10.7M | 31.0K | 0.73% | Unchanged |
| 28 | M MAXLINEAR INC | $10.4M | 114.9K | 0.71% | Unchanged |
| 29 | A APPLOVIN CORP | $9.3M | 31.9K | 0.63% | Unchanged |
| 30 | G CORNING INC | $8.2M | 53.3K | 0.56% | Unchanged |
| 31 | P PINTEREST INC | $7.1M | 375.0K | 0.48% | Unchanged |
| 32 | U USA RARE EARTH INC | $6.5M | 459.4K | 0.44% | Unchanged |
| 33 | O ORACLE CORP | $5.5M | 40.0K | 0.38% | Unchanged |
| 34 | C COHERENT CORP | $4M | 14.0K | 0.28% | Unchanged |
| 35 | T TTM TECHNOLOGIES INC | $3.9M | 31.6K | 0.27% | Unchanged |
| 36 | Q QUANTUM COMPUTING INC | $3.1M | 362.3K | 0.21% | Unchanged |
| 37 | C CELSIUS HLDGS INC | $3M | 110.0K | 0.21% | Unchanged |
| 38 | A AST SPACEMOBILE INC | $3M | 51.0K | 0.21% | Unchanged |
| 39 | S SYMBOTIC INC | $1.1M | 27.1K | 0.08% | Unchanged |