ADVANCED MICRO DEVICES INC
Santa Clara, CA 2 13Fs · since 2025 Q4
- $174M
- 4 Positions
- 2026 Q1
- −9.8% QoQ
- Top 5 100.0%
Portfolio
top 5 100.0% · top 10 100.0%
- Sanmina 85.6%
- ABSI - Absci 9.8%
- MRVL - Marvell 3.7%
- Xanadu Quantum 0.9%
AUM over time
Latest book
| Sanmina | 85.57% | Hold | $149M | 1,151,052 | $129.64 | $149M | — | — |
| ABSI - Absci | 9.83% | Hold | $17M | 5,714,285 | $3.00 | $17M | — | — |
| MRVL - Marvell | 3.72% | New | $6M | 65,516 | $99.05 | $6M | +65,516 | +$6M |
| Xanadu Quantum | 0.88% | New | $2M | 200,000 | $7.66 | $2M | +200,000 | +$2M |
filings history
2 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q1 | 4 | $174M | −9.8% | 13F-HR | 5/12/2026 | 000119312526219769 |
| 2025 Q4 | 2 | $193M | — | 13F-HR | 2/17/2026 | 000119312526053420 |
About
ADVANCED MICRO DEVICES INC
2 processed 13Fs · since 2025 Q4