UNICOM Systems
LAS VEGAS, NVfiles as UNICOM Systems, Inc.
$1.5bn in 39 US stocks at the end of 30 June 2026. The top 10 are 67.3% of the money. It changed about 19.4% of the portfolio this quarter.
Value
$1.5bn
Stocks
39
Top 10 share
67.3%
Turnover
19.4%
What changed this quarter
New
Bought for the first time this quarter.
- MaxlinearMXL1.0% of the fund
- Silicon Motion TechnologySIMO0.9% of the fund
- CorningGLW0.9% of the fund
- Marvell TechnologyMRVL0.7% of the fund
- TTM TechnologiesTTMI0.4% of the fund
- CoherentCOHR0.4% of the fund
- AST SpaceMobileASTS0.3% of the fund
Added
Bought more of a stock they already held.
- SandiskSNDK8.7% of the fund+15%
- BroadcomAVGO8.0% of the fund+8%
- Rocket LAB USA4.7% of the fund+7%
- Western DigitalWDC4.2% of the fund+12%
- Micron TechnologyMU3.8% of the fund+95%
- Seagate Technology HoldingsSTX2.7% of the fund+18%
- Applied OptoelectronicsAAOI1.5% of the fund+122%
- CienaCIEN1.1% of the fund+109%
- Lumentum HoldingsLITE1.1% of the fund+39%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Rocket LAB USA
- Share
- 4.7%
- Value
- $71m
- Shares
- 702,635
+7%
- ARM HoldingsARM
- Share
- 2.1%
- Value
- $32m
- Shares
- 89,000
Held
- Silicon Motion TechnologySIMO
- Share
- 0.9%
- Value
- $14m
- Shares
- 41,200
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| TeslaTSLA | 12.3% | $189m | 448,661 | Held |
| NvidiaNVDA | 9.9% | $151m | 757,098 | Held |
| SandiskSNDK | 8.7% | $133m | 58,500 | +15% |
| BroadcomAVGO | 8.0% | $123m | 325,300 | +8% |
| Palantir TechnologiesPLTR | 6.4% | $98m | 838,992 | Held |
| D-Wave QuantumQBTS | 4.9% | $75m | 3,121,346 | Held |
| Rocket LAB USA | 4.7% | $71m | 702,635 | +7% |
| Rigetti ComputingRGTI | 4.4% | $68m | 3,521,935 | Held |
| Western DigitalWDC | 4.2% | $65m | 101,600 | +12% |
| Micron TechnologyMU | 3.8% | $59m | 50,800 | +95% |
| ASML Holding NVASML | 3.8% | $58m | 29,000 | Held |
| Seagate Technology HoldingsSTX | 2.7% | $42m | 43,500 | +18% |
| IonQIONQ | 2.7% | $41m | 768,900 | Held |
| EverpureP | 2.5% | $38m | 484,467 | Held |
| ARM HoldingsARM | 2.1% | $32m | 89,000 | Held |
| NetAppNTAP | 1.5% | $24m | 153,500 | Held |
| Applied OptoelectronicsAAOI | 1.5% | $23m | 152,483 | +122% |
| Bloom EnergyBE | 1.5% | $22m | 74,000 | Held |
| Meta PlatformsMETA | 1.1% | $17m | 30,985 | Held |
| CienaCIEN | 1.1% | $17m | 35,231 | +109% |
| UnitedHealth GroupUNH | 1.1% | $17m | 41,434 | Held |
| Lumentum HoldingsLITE | 1.1% | $17m | 19,800 | +39% |
| AppLovinAPP | 1.1% | $16m | 31,900 | Held |
| MongoDBMDB | 1.0% | $15m | 45,500 | Held |
| MaxlinearMXL | 1.0% | $15m | 114,900 | New |
| Silicon Motion TechnologySIMO | 0.9% | $14m | 41,200 | New |
| CorningGLW | 0.9% | $14m | 53,300 | New |
| AlphabetGOOGL | 0.7% | $11m | 31,000 | Held |
| Marvell TechnologyMRVL | 0.7% | $10m | 34,400 | New |
| Palo Alto NetworksPANW | 0.7% | $10m | 29,500 | Held |
| USA Rare EarthUSAR | 0.6% | $10m | 459,374 | Held |
| PinterestPINS | 0.5% | $8m | 375,000 | Held |
| TTM TechnologiesTTMI | 0.4% | $6m | 31,600 | New |
| OracleORCL | 0.4% | $6m | 40,000 | Held |
| CoherentCOHR | 0.4% | $6m | 14,000 | New |
| AST SpaceMobileASTS | 0.3% | $5m | 51,000 | New |
| Quantum ComputingQUBT | 0.2% | $4m | 362,279 | Held |
| Celsius HoldingsCELH | 0.2% | $3m | 110,000 | Held |
| SymboticSYM | <0.1% | $1m | 27,147 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 112.2% since 30 June 2025.
Where the money is
Technology71.1%
Retail & consumer12.3%
Industrials5.3%
Media & telecom3.7%
Health care1.1%
Materials0.6%
Everyday goods0.2%
Other5.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.