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Advanced Micro Devices Inc

13F filer · CIK 0000002488
Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$1.31BU.S. long equity reported on 13F
Positions63 new · 1 closed
Net flow last quarter+$932MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20266 positions
SPCXSpace Exploration Technologies Corp$565M43.11%Not reportedNewQ2 2026
SANMSanmina Corp$291M22.21%2.15%Not reportedQ4 2025
NTNXNutanix, Inc.$211M16.07%1.53%NewQ2 2026
CBRSCerebras Systems Inc.$176M13.38%Not reportedNewQ2 2026
ABSIAbsci Corp$66.2M5.05%3.67%Not reportedQ4 2025
XNDUXanadu Quantum Technologies Ltd$2.37M0.18%0.07%Not reportedQ1 2026
Q1 2026Reported May 12, 20264 positions
SANMSanmina Corp$149M85.57%2.11%Not reportedQ4 2025
ABSIAbsci Corp$17.1M9.83%3.73%Not reportedQ4 2025
MRVLMarvell Technology, Inc.$6.49M3.72%0.01%NewQ1 2026
XNDUXanadu Quantum Technologies Ltd$1.53M0.88%0.07%NewQ1 2026
Q4 2025Reported Feb 17, 20262 positions
SANMSanmina Corp$173M89.65%2.11%NewQ4 2025
ABSIAbsci Corp$19.9M10.35%3.80%NewQ4 2025
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