StockDriftsStockDriftsTop 38 UNICOM Systems, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | 12.31% | 448.7K | $188.7M | +0.00%(+0) | $314.85(+5.40%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 9.88% | 757.1K | $151.5M | +0.00%(+0) | $126.88(+73.75%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 8.68% | 58.5K | $133.0M | +14.93%(+7.60K) | $564.55(+124.59%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 8.02% | 325.3K | $122.9M | +8.33%(+25.00K) | $212.22(+98.08%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 6.39% | 839.0K | $97.9M | +0.00%(+0) | $84.25(+109.73%) | 2026-06-30 | |
| QBTS | D-WAVE QUANTUM INC | 4.89% | 3.12M | $74.9M | +0.00%(+0) | $7.73(+161.26%) | 2026-06-30 | |
| RKLB | ROCKET LAB USA INC | 4.66% | 702.6K | $71.4M | +6.91%(+45.40K) | $42.37(+82.77%) | 2026-06-30 | |
| RGTI | RIGETTI COMPUTING INC | 4.44% | 3.52M | $68.0M | +0.00%(+0) | $11.32(+59.19%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 4.23% | 101.6K | $64.9M | +12.27%(+11.10K) | $245.83(+81.60%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.83% | 50.8K | $58.6M | +95.38%(+24.80K) | $519.80(+65.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +79.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +106.16% |
UNICOM Systems, Inc. reports $1.53B in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are TSLA (12.3%), NVDA (9.9%) and SNDK (8.7%). The top 20 holdings account for 87.8% of reported assets. Its disclosed equity book has returned +79.08% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from UNICOM Systems, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1996154). View UNICOM Systems, Inc.’s 13F filings on SEC