Investor
UNICOM Systems, Inc.
CIK 0001996154 · filed 2026-04-29 · SEC filing
13F book
$975.8M
Positions
32
11 new · 1 sold
Largest name
17.1%
Tesla, Inc. · TSLA
Est. mark
−$173M
Price effect on 21 names still held. Flow $125.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Tesla, Inc. | TSLA | 448.7K | $166.8M | 17.1% | −$35M | Held |
| Nvidia Corp | NVDA | 757.1K | $132M | 13.5% | −$9.16M | Held |
| Palantir Technologies Inc. | PLTR | 839K | $122.7M | 12.6% | −$26.4M | Held |
| Broadcom Inc. | AVGO | 300.3K | $92.9M | 9.5% | −$11M | Held |
| Rigetti Computing Inc | — | 3.52M | $49.4M | 5.1% | −$28.6M | Held |
| D-Wave Quantum Inc. | QBTS | 3.12M | $45M | 4.6% | −$36.6M | Held |
| Rocket Lab Usa Inc | — | 657.2K | $42.2M | 4.3% | −$2.79M | Added$7.13M |
| Asml Holding N V | — | 29K | $38.3M | 3.9% | $7.28M | Held |
| Sandisk Corp | SNDK | 50.9K | $32.3M | 3.3% | — | New |
| Pure Storage Inc | P | 484.5K | $28.6M | 2.9% | −$3.86M | Held |
| Western Digital Corp | WDC | 90.5K | $24.5M | 2.5% | — | New |
| Ionq Inc | — | 768.9K | $22.2M | 2.3% | — | New |
| Meta Platforms, Inc. | META | 31K | $17.7M | 1.8% | −$2.73M | Held |
| NetApp, Inc. | NTAP | 153.5K | $15.7M | 1.6% | −$721.5K | Held |
| Seagate Technology Hldngs Pl | — | 36.8K | $14.4M | 1.5% | — | New |
| Arm Holdings Plc | — | 89K | $13.5M | 1.4% | $3.74M | Held |
| Applovin Corp | APP | 31.9K | $12.7M | 1.3% | −$8.8M | Held |
| Unitedhealth Group Inc | UNH | 41.4K | $11.2M | 1.1% | −$2.47M | Held |
| MongoDB, Inc. | MDB | 45.5K | $11.1M | 1.1% | −$7.96M | Held |
| Bloom Energy Corp | BE | 74K | $10M | 1.0% | — | New |
| Lumentum Hldgs Inc | — | 14.2K | $9.98M | 1.0% | — | New |
| Alphabet Inc | — | 31K | $8.91M | 0.9% | — | New |
| Micron Technology Inc | MU | 26K | $8.78M | 0.9% | — | New |
| USA Rare Earth, Inc. | USAR | 459.4K | $6.95M | 0.7% | — | New |
| Pinterest, Inc. | PINS | 375K | $6.88M | 0.7% | −$2.83M | Held |
| Ciena Corp | CIEN | 16.8K | $6.53M | 0.7% | — | New |
| Oracle Corp | — | 40K | $5.88M | 0.6% | −$1.91M | Held |
| Applied Optoelectronics, Inc. | AAOI | 68.6K | $5.8M | 0.6% | — | New |
| Palo Alto Networks Inc | PANW | 29.5K | $4.73M | 0.5% | −$704.5K | Held |
| Celsius Hldgs Inc | — | 110K | $3.9M | 0.4% | −$1.13M | Held |
| Quantum Computing Inc. | QUBT | 362.3K | $2.48M | 0.3% | −$1.24M | Held |
| Symbotic Inc. | SYM | 27.1K | $1.44M | 0.1% | −$171K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.