UNICOM Systems, Inc. holds a focused book of 39 reported positions worth $1.5B as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Maxlinear Inc. Their largest long position is Tesla Inc at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +60% (+34.0%/yr). That is a simulation of the disclosed long book, not audited returns.
UNICOM Systems, Inc. files Form 13F as an operating company: this book is its strategic and venture equity stakes, not a managed fund.
Following at the filing date actually beat the quarter-end book by 13.3 points over this window.
Growth of $10,000 cloning UNICOM Systems, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as UNICOM Systems, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 3 / 39 | $4.4B |
| Graticule Asia Macro Advisors LLC | 3 / 39 | $1.3B |
| Mishpacha Holdings Corp | 3 / 39 | $234.9M |
| Fund Resources Investment Holding Group Co Ltd | 4 / 39 | $718.5M |
| Trivest Advisors Ltd | 7 / 39 | $2.7B |
| Central Asset Investments & Management Holdings (HK) Ltd | 7 / 39 | $190.5M |
| Aspiring Ventures, LLC | 11 / 39 | $274.2M |
| M & L Capital Management Ltd | 7 / 39 | $245.1M |
Ranked by the share of each fund's own book sitting in the names it shares with UNICOM Systems, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tesla Inc COM | $188.7M | 448.7K | 12.3% | —Held | |
| 2 | Nvidia Corporation COM | $151.5M | 757.1K | 9.9% | —Held | |
| 3 | Sandisk Corp COM | $133.0M | 58.5K | 8.7% | ▲+15% Added · +8K sh | |
| 4 | Broadcom Inc COM | $122.9M | 325.3K | 8.0% | ▲+8.3% Added · +25K sh | |
| 5 | Palantir Technologies Inc CL A | $97.9M | 839.0K | 6.4% | —Held | |
| 6 | D-Wave Quantum Inc COM | $74.9M | 3.12M | 4.9% | —Held | |
| 7 | Rocket Lab USA Inc COM | $71.4M | 702.6K | 4.7% | ▲+6.9% Added · +45K sh | |
| 8 | Rigetti Computing Inc COMMON STOCK | $68.0M | 3.52M | 4.4% | —Held | |
| 9 | Western Digital Corp COM | $64.9M | 101.6K | 4.2% | ▲+12% Added · +11K sh | |
| 10 | Micron Technology Inc COM | $58.6M | 50.8K | 3.8% | ▲+95% Added · +25K sh | |
| 11 | ASML Holding N V N Y REGISTRY SHS | $57.7M | 29.0K | 3.8% | —Held | |
| 12 | Segate Technology HLDNGS PL ORD SHS | $42.0M | 43.5K | 2.7% | ▲+18% Added · +7K sh | |
| 13 | Ionq Inc COM | $41.0M | 768.9K | 2.7% | —Held | |
| 14 | Everpure Inc CL A | $38.2M | 484.5K | 2.5% | —Held | |
| 15 | Arm Holdings PLC SPONSORED ADS | $31.6M | 89.0K | 2.1% | —Held | |
| 16 | Netapp Inc COM | $23.8M | 153.5K | 1.5% | —Held | |
| 17 | Applied Optoelectronics Inc COM | $22.6M | 152.5K | 1.5% | ▲+122% Added · +84K sh | |
| 18 | Bloom Energy Corp COM CL A | $22.4M | 74.0K | 1.5% | —Held | |
| 19 | Meta Platforms Inc CL A | $17.5M | 31.0K | 1.1% | —Held | |
| 20 | Ciena Corp COM NEW | $17.3M | 35.2K | 1.1% | ▲+109% Added · +18K sh | |
| 21 | Unitedhealth Group Inc COM | $17.2M | 41.4K | 1.1% | —Held | |
| 22 | Lumentum Hldgs Inc COM | $17.0M | 19.8K | 1.1% | ▲+39% Added · +6K sh | |
| 23 | Applovin Corp COM CL A | $16.4M | 31.9K | 1.1% | —Held | |
| 24 | Mongodb Inc CL A | $15.3M | 45.5K | 1.0% | —Held | |
| 25 | Maxlinear Inc COM | $14.7M | 114.9K | 1.0% | ▲New New position | |
| 26 | Silicon Motion Technology Co SPONSORED ADR | $13.7M | 41.2K | 0.9% | ▲New New position | |
| 27 | Corning Inc COM | $13.6M | 53.3K | 0.9% | ▲New New position | |
| 28 | Alaphabet Inc CAP STK CL A | $11.1M | 31.0K | 0.7% | —Held | |
| 29 | Marvell Technology Inc COM | $10.2M | 34.4K | 0.7% | ▲New New position | |
| 30 | Palo Alto Networks Inc COM | $10.1M | 29.5K | 0.7% | —Held | |
| 31 | USA Rare Earth Inc COM | $9.9M | 459.4K | 0.6% | —Held | |
| 32 | Pinterest Inc CL A | $7.9M | 375.0K | 0.5% | —Held | |
| 33 | TTM Technologies Inc COM | $5.9M | 31.6K | 0.4% | ▲New New position | |
| 34 | Oracle Corp COM | $5.9M | 40.0K | 0.4% | —Held | |
| 35 | Coherent Corp COM | $5.5M | 14.0K | 0.4% | ▲New New position | |
| 36 | Ast Spacemobile Inc COM CL A | $4.5M | 51.0K | 0.3% | ▲New New position | |
| 37 | Quantum Computing Inc COM | $3.5M | 362.3K | 0.2% | —Held | |
| 38 | Celsius Hldgs Inc COM NEW | $3.2M | 110.0K | 0.2% | —Held | |
| 39 | Symbotic Inc CLASS A COM | $1.2M | 27.1K | 0.1% | —Held |
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Use Arkolith to show UNICOM Systems, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 39 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 32 | $975.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 22 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 19 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 37d | 22 | $722.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 25 | $491.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 21 | $411.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.