Q3 2026 13F · SEC CIK 1996154

UNICOM Systems, Inc.

Investment managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 39
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.8 yrs

UNICOM Systems, Inc. is an investment manager that reported 39 positions worth $1.5B in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Tesla Inc (TSLA, 12.4%), Nvidia Corporation (NVDA, 11.8%), Palantir Technologies Inc (PLTR, 10.7%).

UNICOM Systems, Inc. holdings all 39 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

UNICOM Systems, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TSLATesla Inc	12.4%	12.3%	510,661	+13.8%	$181.2M
NVDANvidia Corporation	11.8%	9.9%	757,098	+0.0%	$172.9M
PLTRPalantir Technologies Inc	10.7%	6.4%	838,992	+0.0%	$156.9M
AVGOBroadcom Inc	7.8%	8.0%	325,300	+0.0%	$114.2M
SNDKSandisk Corp	7.6%	8.7%	64,100	+9.6%	$111.5M
MUMicron Technology Inc	4.4%	3.8%	60,800	+19.7%	$64.8M
RGTIRigetti Computing Inc	3.8%	4.4%	3,521,935	+0.0%	$55.4M
ASMLAsml Hldg NV	3.6%	3.8%	29,000	+0.0%	$52.5M
QBTSD-Wave Quantum Inc	3.5%	4.9%	3,121,346	+0.0%	$51.7M
773122106Rocket Lab USA Inc	3.3%	4.7%	702,635	+0.0%	$49.0M
WDCWestern Digital Corp Com	3.2%	4.2%	101,600	+0.0%	$46.2M
STXSeagate Technology Hldngs Pl	2.7%	2.7%	43,500	+0.0%	$40.1M
IONQIonQ, Inc.	2.3%	2.7%	768,900	+0.0%	$33.7M
SKHYVSk Hynix Inc	2.2%	New	178,600	—	$32.9M
NTAPNetapp Inc	2.2%	1.6%	153,500	+0.0%	$32.2M
ARMArm Holdings PLC	1.8%	2.1%	89,000	+0.0%	$25.8M
METAMeta Platforms Inc	1.5%	1.1%	30,985	+0.0%	$22.5M
BEBloom Energy Corp	1.4%	1.5%	74,000	+0.0%	$20.5M
MRVLMarvell Technology Inc	1.4%	0.7%	75,400	+119.2%	$19.9M
LITELumentum Hldgs Inc	1.3%	1.1%	19,800	+0.0%	$19.2M
PSTGEverpure Inc	1.3%	2.5%	144,311	-70.2%	$18.9M
UNHUnitedhealth Group Inc	1.0%	1.1%	41,434	+0.0%	$15.2M
AAOIApplied Optoelectronics Inc	1.0%	1.5%	152,483	+0.0%	$15.1M
CIENCiena Corp	0.8%	1.1%	35,231	+0.0%	$12.4M
PANWPalo Alto Networks Inc	0.8%	0.7%	29,500	+0.0%	$11.7M
SIMOSilicon Motion Technology Co	0.8%	0.9%	41,200	+0.0%	$11.5M
GOOGLAlphabet Inc	0.7%	0.7%	31,000	+0.0%	$10.7M
MXLMaxlinear Inc	0.7%	1.0%	114,900	+0.0%	$10.4M
APPApplovin Corp	0.6%	1.1%	31,900	+0.0%	$9.3M
GLWCorning Inc	0.6%	0.9%	53,300	+0.0%	$8.2M
PINSPinterest Inc	0.5%	0.5%	375,000	+0.0%	$7.1M
USARUSA Rare Earth Inc	0.4%	0.6%	459,374	+0.0%	$6.5M
ORCLOracle Corp	0.4%	0.4%	40,000	+0.0%	$5.5M
COHRCoherent Corp	0.3%	0.4%	14,000	+0.0%	$4.0M
TTMITtm Technologies Inc	0.3%	0.4%	31,600	+0.0%	$3.9M
74766W108Quantum Computing Inc	0.2%	0.2%	362,279	+0.0%	$3.1M
CELHCelsius Holding Inc.	0.2%	0.2%	110,000	+0.0%	$3.0M
ASTSAST SpaceMobile Inc	0.2%	0.3%	51,000	+0.0%	$3.0M
SYMSymbotic Inc	0.1%	0.1%	27,147	+0.0%	$1.1M

What UNICOM Systems, Inc. bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +20.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.5B	39
Q2 2026	$1.5B	39
Q1 2026	$975.8M	32
Q4 2025	$1.0B	22
Q3 2025	$1.0B	19
Q2 2025	$722.3M	22
Q1 2025	$491.4M	25
Q4 2024	$411.7M	21

Questions about UNICOM Systems, Inc.'s portfolio

What stocks does UNICOM Systems, Inc. own?

UNICOM Systems, Inc.'s latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 39 positions worth $1.5B. The largest are Tesla Inc (TSLA) at 12.4%, Nvidia Corporation (NVDA) at 11.8%, Palantir Technologies Inc (PLTR) at 10.7%, Broadcom Inc (AVGO) at 7.8% and Sandisk Corp (SNDK) at 7.6%.

What did UNICOM Systems, Inc. buy last quarter?

In Q3 2026, UNICOM Systems, Inc. added a new position in Sk Hynix Inc (SKHYV), Marvell Technology Inc (MRVL) (+119.2% shares), Micron Technology Inc (MU) (+19.7% shares) and Tesla Inc (TSLA) (+13.8% shares), compared with its Q2 2026 filing.

What did UNICOM Systems, Inc. sell last quarter?

In Q3 2026, UNICOM Systems, Inc. sold all of Mongodb Inc (MDB) and Everpure Inc (PSTG) (-70.2% shares), compared with its Q2 2026 filing.

When is UNICOM Systems, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. UNICOM Systems, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.