StockDriftsStockDriftsTop 37 Unicom Systems INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | 12.38% | 510.7K | $181.2M | +13.82%(+62.00K) | $323.69(+13.71%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 11.81% | 757.1K | $172.9M | +0.00%(+0) | $126.88(+71.10%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 10.72% | 839.0K | $156.9M | +0.00%(+0) | $84.25(+130.45%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 7.8% | 325.3K | $114.2M | +0.00%(+0) | $212.22(+57.66%) | 2026-09-30 | |
| SNDK | SANDISK CORP | 7.62% | 64.1K | $111.5M | +9.57%(+5.60K) | $690.55(+98.55%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 4.42% | 60.8K | $64.8M | +19.69%(+10.00K) | $616.82(+46.70%) | 2026-09-30 | |
| RGTI | RIGETTI COMPUTING INC | 3.79% | 3.52M | $55.4M | +0.00%(+0) | $11.32(+3.07%) | 2026-09-30 | |
| ASML | ASML HOLDING N V | 3.59% | 29.0K | $52.5M | +0.00%(+0) | $763.17(+115.83%) | 2026-09-30 | |
| QBTS | D-WAVE QUANTUM INC | 3.53% | 3.12M | $51.7M | +0.00%(+0) | $7.73(+53.12%) | 2026-09-30 | |
| RKLB | ROCKET LAB USA INC | 3.34% | 702.6K | $49.0M | +0.00%(+0) | $42.37(+21.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +66.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +90.14% |
Unicom Systems INC reports $1.46B in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are TSLA (12.4%), NVDA (11.8%) and PLTR (10.7%). The top 20 holdings account for 88.05% of reported assets. Its disclosed equity book has returned +66.49% cumulatively over 7 quarters. Figures reflect the Q3 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