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Advanced Micro Devices Inc. activity

Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 14 Aug. Sitewide activity

New 3
Exit 1

4 shown

Ticker Action Δ weight Detail Period
SPCX New 0% to 43.1% $565M Q1→Q2
NTNX New 0% to 16.1% $211M Q1→Q2
CBRS New 0% to 13.4% $176M Q1→Q2
MRVL Exit 3.7% to 0% $6.5M Q1→Q2