13F HOLDINGS REPORT
UNICOM Systems, Inc.
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001996154-25-000012
Total Value
$722.3M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 414,661 | $131.7M | 18.24% |
| 2 | NVIDIA CORPORATION | NVDA | 757,098 | $119.6M | 16.56% |
| 3 | PALANTIR TECHNOLOGIES INC | PLTR | 748,500 | $102.0M | 14.13% |
| 4 | BROADCOM INC | AVGO | 300,300 | $82.8M | 11.46% |
| 5 | RIGETTI COMPUTING INC | RGTIW | 3,806,935 | $45.2M | 6.25% |
| 6 | D-WAVE QUANTUM INC | QBTS | 2,783,508 | $40.8M | 5.64% |
| 7 | IONQ INC | IONQ-WT | 768,900 | $33.0M | 4.57% |
| 8 | ASML HOLDING N V | ASMLF | 34,000 | $27.2M | 3.77% |
| 9 | PURE STORAGE INC | 74624M102 | 412,467 | $23.7M | 3.29% |
| 10 | NETAPP INC | NTAP | 153,500 | $16.4M | 2.26% |
| 11 | ARM HOLDINGS PLC | 042068205 | 89,000 | $14.4M | 1.99% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 41,434 | $12.9M | 1.79% |
| 13 | APPLOVIN CORP | APP | 31,900 | $11.2M | 1.55% |
| 14 | QUANTUM COMPUTING INC | QUBT | 552,518 | $10.6M | 1.47% |
| 15 | MONGODB INC | MDB | 45,500 | $9.6M | 1.32% |
| 16 | ROCKET LAB USA INC | RKLB | 259,000 | $9.3M | 1.28% |
| 17 | ORACLE CORP | ORCL-PD | 40,000 | $8.7M | 1.21% |
| 18 | SOUNDHOUND AI INC | SOUNW | 785,000 | $8.4M | 1.17% |
| 19 | PALO ALTO NETWORKS INC | PANW | 29,500 | $6.0M | 0.84% |
| 20 | MARVELL TECHNOLOGY INC | MRVL | 67,500 | $5.2M | 0.72% |
| 21 | TERADATA CORP DEL | TDC | 101,504 | $2.3M | 0.31% |
| 22 | SKYWATER TECHNOLOGY INC | SKYT | 125,183 | $1.2M | 0.17% |