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Advanced Micro Devices Inc.

Santa Clara, CA 3 processed 13Fs on this site, 2025 Q4 to 2026 Q2

  • $1.3B
  • 6 holdings
  • 2026 Q2
  • +654.0% QoQ
  • Top 5 99.8%

Portfolio

2026 Q2, filed 8/14/2026, 6 holdings

Top 5 99.8%, top 10 100.0%

  1. SPCX, Space Exploration 43.1%
  2. SANM, Sanmina 22.2%
  3. NTNX, Nutanix 16.1%
  4. CBRS, Cerebras Systems 13.4%
  5. ABSI, Absci 5.0%
  6. XNDU 0.2%

AUM over time

2026 Q2 $1.3B +654.0% QoQ
2025 Q4: $193M 2025 Q4: $193M
Q4 2025
2026 Q1: $174M, −9.8% QoQ 2026 Q1: $174M, −9.8% QoQ
Q1 2026
2026 Q2: $1.3B, +654.0% QoQ 2026 Q2: $1.3B, +654.0% QoQ
Q2

Book

2026 Q1 2025 Q4, filed 12 May, long equity only

Download CSV Download Excel All activity
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 $6.5M +65,516 +$6.5M
XNDU 0.88% New 200,000 $7.66 $1.5M +200,000 +$1.5M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q4. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top.

Filings history

3 periods, with AUM normalized

Newest 13Fs
Period Holds 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 to 2026 Q2

SEC filing name
ADVANCED MICRO DEVICES INC
Location
Santa Clara, CA
All SEC filings
View on sec.gov

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

  • The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
  • One Up On Wall Street (Lynch), Peter Lynch View on Amazon

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