Filed: 8/6/2025ACC: 0001996154-25-000012
π What this filing means
UNICOM SYSTEMS, INC. filed this quarterly 13FβHR report disclosing 22 equity positions with a total reported market value of $722.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$722.27M
Total AUM (reported)
12.35M
Total Shares
Allocation by class
COM$480.54M66.5%
CL A$135.34M18.7%
COMMON STOCK$45.15M6.3%
N Y REGISTRY SHS$27.25M3.8%
SPONSORED ADS$14.39M2.0%
COM CL A$11.17M1.5%
CLASS A COM$8.42M1.2%
Portfolio Concentration
Top 3$353.37M48.9%
4β10$269.07M37.3%
11β25$99.83M13.8%
Top 3 weight
48.9%
Top 10 weight
86.2%
Voting Authority Distribution
Total shares with voting rights: 722.27M
Sole
Full voting authority
722.27M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings22
Rows:
TESLA INC
SOLEShares414.66K
TypeSH
Market value$131.72M
18.24%
Sole
131.72M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares757.10K
TypeSH
Market value$119.61M
16.56%
Sole
119.61M
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares748.50K
TypeSH
Market value$102.04M
14.13%
Sole
102.04M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares300.30K
TypeSH
Market value$82.78M
11.46%
Sole
82.78M
Shared
0.00
None
0.00
RIGETTI COMPUTING INC
SOLEShares3.81M
TypeSH
Market value$45.15M
6.25%
Sole
45.15M
Shared
0.00
None
0.00
D-WAVE QUANTUM INC
SOLEShares2.78M
TypeSH
Market value$40.75M
5.64%
Sole
40.75M
Shared
0.00
None
0.00
IONQ INC
SOLEShares768.90K
TypeSH
Market value$33.04M
4.57%
Sole
33.04M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares34K
TypeSH
Market value$27.25M
3.77%
Sole
27.25M
Shared
0.00
None
0.00
PURE STORAGE INC
SOLEShares412.47K
TypeSH
Market value$23.75M
3.29%
Sole
23.75M
Shared
0.00
None
0.00
NETAPP INC
SOLEShares153.50K
TypeSH
Market value$16.36M
2.26%
Sole
16.36M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares89K
TypeSH
Market value$14.39M
1.99%
Sole
14.39M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares41.43K
TypeSH
Market value$12.93M
1.79%
Sole
12.93M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares31.90K
TypeSH
Market value$11.17M
1.55%
Sole
11.17M
Shared
0.00
None
0.00
QUANTUM COMPUTING INC
SOLEShares552.52K
TypeSH
Market value$10.59M
1.47%
Sole
10.59M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares45.50K
TypeSH
Market value$9.55M
1.32%
Sole
9.55M
Shared
0.00
None
0.00
ROCKET LAB USA INC
SOLEShares259K
TypeSH
Market value$9.26M
1.28%
Sole
9.26M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares40K
TypeSH
Market value$8.75M
1.21%
Sole
8.75M
Shared
0.00
None
0.00
SOUNDHOUND AI INC
SOLEShares785K
TypeSH
Market value$8.42M
1.17%
Sole
8.42M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares29.50K
TypeSH
Market value$6.04M
0.84%
Sole
6.04M
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares67.50K
TypeSH
Market value$5.22M
0.72%
Sole
5.22M
Shared
0.00
None
0.00
TERADATA CORP DEL
SOLEShares101.50K
TypeSH
Market value$2.26M
0.31%
Sole
2.26M
Shared
0.00
None
0.00
SKYWATER TECHNOLOGY INC
SOLEShares125.18K
TypeSH
Market value$1.23M
0.17%
Sole
1.23M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 414.66K | SH | $131.72M 18.24% | 131.72M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 757.10K | SH | $119.61M 16.56% | 119.61M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 748.50K | SH | $102.04M 14.13% | 102.04M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 300.30K | SH | $82.78M 11.46% | 82.78M | 0.00 | 0.00 |
RIGETTI COMPUTING INCSOLE | COMMON STOCK | 3.81M | SH | $45.15M 6.25% | 45.15M | 0.00 | 0.00 |
D-WAVE QUANTUM INCSOLE | COM | 2.78M | SH | $40.75M 5.64% | 40.75M | 0.00 | 0.00 |
IONQ INCSOLE | COM | 768.90K | SH | $33.04M 4.57% | 33.04M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 34K | SH | $27.25M 3.77% | 27.25M | 0.00 | 0.00 |
PURE STORAGE INCSOLE | CL A | 412.47K | SH | $23.75M 3.29% | 23.75M | 0.00 | 0.00 |
NETAPP INCSOLE | COM | 153.50K | SH | $16.36M 2.26% | 16.36M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 89K | SH | $14.39M 1.99% | 14.39M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 41.43K | SH | $12.93M 1.79% | 12.93M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 31.90K | SH | $11.17M 1.55% | 11.17M | 0.00 | 0.00 |
QUANTUM COMPUTING INCSOLE | COM | 552.52K | SH | $10.59M 1.47% | 10.59M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 45.50K | SH | $9.55M 1.32% | 9.55M | 0.00 | 0.00 |
ROCKET LAB USA INCSOLE | COM | 259K | SH | $9.26M 1.28% | 9.26M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 40K | SH | $8.75M 1.21% | 8.75M | 0.00 | 0.00 |
SOUNDHOUND AI INCSOLE | CLASS A COM | 785K | SH | $8.42M 1.17% | 8.42M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 29.50K | SH | $6.04M 0.84% | 6.04M | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 67.50K | SH | $5.22M 0.72% | 5.22M | 0.00 | 0.00 |
TERADATA CORP DELSOLE | COM | 101.50K | SH | $2.26M 0.31% | 2.26M | 0.00 | 0.00 |
SKYWATER TECHNOLOGY INCSOLE | COM | 125.18K | SH | $1.23M 0.17% | 1.23M | 0.00 | 0.00 |