Featured 13F manager
Advanced Micro Devices Inc.
Santa Clara, CA 3 processed 13Fs on this site · 2025 Q4–2026 Q2
- $1.3B
- 6 Positions
- 2026 Q2
- +654.0% QoQ
- Top 5 99.8%
Advanced Micro Devices Inc. files a Form 13F. The latest book is 2026 Q2 at $1.3B, up 654.0% QoQ, led by Space Exploration ·, Sanmina, and Nutanix.
Portfolio
top 5 99.8% · top 10 100.0%
- SPCX - Space Exploration · CLASS A 43.1%
- SANM - Sanmina 22.2%
- NTNX - Nutanix · CL A 16.1%
- CBRS - Cerebras Systems · CL A 13.4%
- ABSI - Absci 5.0%
- XNDU — 0.2%
AUM over time
Book
| SANM - Sanmina | 85.57% | Hold | 1,151,052 | $129.64 | $149M | — | — |
| ABSI - Absci | 9.83% | Hold | 5,714,285 | $3.00 | $17M | — | — |
| MRVL - Marvell Technology | 3.72% | New | 65,516 | $99.05 | $6M | +65,516 | +$6M |
| XNDU — | 0.88% | New | 200,000 | $7.66 | $2M | +200,000 | +$2M |
Filings history
3 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 6 | $1.3B | +654.0% | 13F-HR | 8/14/2026 | 000119312526352454 |
| 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.
3 processed 13Fs on this site · 2025 Q4–2026 Q2