UNICOM Systems, Inc. holds a focused book of 39 stocks worth $1.5B as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Maxlinear Inc. Their largest long position is Tesla Inc at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1996154/holdings"
Use Arkolith to show UNICOM Systems, Inc.'s latest holdings, largest changes, and filing provenance.
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
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, no cost basis
No trims or exits this quarter.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 39 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 32 | $975.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 22 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 19 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 22 | $722.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 25 | $491.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 21 | $411.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.