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ADVANCED MICRO DEVICES INC

institutionalUpdated 27 days ago

Managed by Advanced Micro Devices Inc • Latest filing Q2 2026

Portfolio value
$1.3B
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table
PeriodPortfolio value
Q4 2025$192.7M
Q1 2026$174.4M
Q2 2026$1.3B

Top holdings

6 positions as of Q2 2026

View filing
S
1.SPCX

SPACE EXPLORATION TECHN CORP

Value
$565.5M
Shares
3.31M
% Port
43.11%
S
2.SANM

SANMINA CORP

Value
$291.3M
Shares
1.15M
% Port
22.21%
N
3.NTNX

NUTANIX INC

Value
$210.8M
Shares
4.14M
% Port
16.07%
C
4.CBRS

CEREBRAS SYSTEMS INC

Value
$175.6M
Shares
794.5K
% Port
13.38%
A
5.ABSI

ABSCI CORPORATION

Value
$66.2M
Shares
5.71M
% Port
5.05%
X
6.XNDU

XANADU QUANTUM TECHNOLO LTD

Value
$2.4M
Shares
200.0K
% Port
0.18%

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