UNICOM Systems, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SANDISK CORP(SNDK) | 50,900 | 58,500 | +7,600 | 32,338,806 | 133,013,205 | 8.68% | +100,674,399 |
| MICRON TECHNOLOGY INC(MU) | 26,000 | 50,800 | +24,800 | 8,783,840 | 58,637,932 | 3.83% | +49,854,092 |
| WESTERN DIGITAL CORP(WDC) | 90,500 | 101,600 | +11,100 | 24,479,345 | 64,893,952 | 4.23% | +40,414,607 |
| BROADCOM INC(AVGO) | 300,300 | 325,300 | +25,000 | 92,945,853 | 122,882,075 | 8.02% | +29,936,222 |
| D-WAVE QUANTUM INC(QBTS) | 3,121,346 | 3,121,346 | 0 | 45,041,022 | 74,881,091 | 4.89% | +29,840,069 |
| ROCKET LAB USA INC | 657,235 | 702,635 | +45,400 | 42,207,631 | 71,422,847 | 4.66% | +29,215,216 |
| SEGATE TECHNOLOGY HLDNGS PL ORD SHS | 36,800 | 43,500 | +6,700 | 14,416,768 | 41,977,500 | 2.74% | +27,560,732 |
| TESLA INC(TSLA) | 448,661 | 448,661 | 0 | 166,789,726 | 188,706,817 | 12.31% | +21,917,091 |
| NVIDIA CORPORATION(NVDA) | 757,098 | 757,098 | 0 | 132,037,891 | 151,487,739 | 9.88% | +19,449,848 |
| ASML HOLDING N V N Y REGISTRY SHS | 29,000 | 29,000 | 0 | 38,304,070 | 57,693,760 | 3.76% | +19,389,690 |
| IONQ INC(IONQ) | 768,900 | 768,900 | 0 | 22,167,387 | 40,951,614 | 2.67% | +18,784,227 |
| RIGETTI COMPUTING INC(RGTI) | 3,521,935 | 3,521,935 | 0 | 49,447,967 | 68,043,784 | 4.44% | +18,595,817 |
| ARM HOLDINGS PLC | 89,000 | 89,000 | 0 | 13,463,920 | 31,556,730 | 2.06% | +18,092,810 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 68,591 | 152,483 | +83,892 | 5,802,113 | 22,591,881 | 1.47% | +16,789,768 |
| MAXLINEAR INC(MXL) | 0 | 114,900 | +114,900 | 0 | 14,710,647 | 0.96% | +14,710,647 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 0 | 41,200 | +41,200 | 0 | 13,733,196 | 0.90% | +13,733,196 |
| CORNING INC(GLW) | 0 | 53,300 | +53,300 | 0 | 13,614,419 | 0.89% | +13,614,419 |
| BLOOM ENERGY CORP | 74,000 | 74,000 | 0 | 10,026,260 | 22,399,800 | 1.46% | +12,373,540 |
| CIENA CORP(CIEN) | 16,831 | 35,231 | +18,400 | 6,534,299 | 17,282,919 | 1.13% | +10,748,620 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 34,400 | +34,400 | 0 | 10,247,416 | 0.67% | +10,247,416 |
| EVERPURE INC(P) | 484,467 | 484,467 | 0 | 28,602,932 | 38,171,155 | 2.49% | +9,568,223 |
| NETAPP INC(NTAP) | 153,500 | 153,500 | 0 | 15,716,865 | 23,755,660 | 1.55% | +8,038,795 |
| LUMENTUM HLDGS INC(LITE) | 14,200 | 19,800 | +5,600 | 9,979,192 | 16,989,588 | 1.11% | +7,010,396 |
| UNITEDHEALTH GROUP INC(UNH) | 41,434 | 41,434 | 0 | 11,211,626 | 17,221,213 | 1.12% | +6,009,587 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 31,600 | +31,600 | 0 | 5,909,832 | 0.39% | +5,909,832 |
| COHERENT CORP(COHR) | 0 | 14,000 | +14,000 | 0 | 5,522,580 | 0.36% | +5,522,580 |
| PALO ALTO NETWORKS INC(PANW) | 29,500 | 29,500 | 0 | 4,729,440 | 10,060,090 | 0.66% | +5,330,650 |
| AST SPACEMOBILE INC(ASTS) | 0 | 51,000 | +51,000 | 0 | 4,531,860 | 0.30% | +4,531,860 |
| MONGODB INC(MDB) | 45,500 | 45,500 | 0 | 11,137,035 | 15,283,450 | 1.00% | +4,146,415 |
| APPLOVIN CORP(APP) | 31,900 | 31,900 | 0 | 12,696,200 | 16,435,837 | 1.07% | +3,739,637 |
| USA RARE EARTH INC(USAR) | 459,374 | 459,374 | 0 | 6,952,626 | 9,913,291 | 0.65% | +2,960,665 |
| ALAPHABET INC(GOOG) | 31,000 | 31,000 | 0 | 8,914,360 | 11,078,470 | 0.72% | +2,164,110 |
| QUANTUM COMPUTING INC(QUBT) | 362,279 | 362,279 | 0 | 2,481,611 | 3,514,106 | 0.23% | +1,032,495 |
| PINTEREST INC | 375,000 | 375,000 | 0 | 6,877,500 | 7,886,250 | 0.51% | +1,008,750 |
| ORACLE CORP(ORCL) | 40,000 | 40,000 | 0 | 5,884,400 | 5,862,000 | 0.38% | -22,400 |
| SYMBOTIC INC(SYM) | 27,147 | 27,147 | 0 | 1,444,220 | 1,220,258 | 0.08% | -223,962 |
| META PLATFORMS INC(META) | 30,985 | 30,985 | 0 | 17,727,448 | 17,453,541 | 1.14% | -273,907 |
| CELSIUS HLDGS INC(CELH) | 110,000 | 110,000 | 0 | 3,902,800 | 3,220,800 | 0.21% | -682,000 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 838,992 | 838,992 | 0 | 122,727,750 | 97,885,197 | 6.39% | -24,842,553 |