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
Latest book
| SPCX - Space Exploration · CLASS A | 43.11% | New | 3,309,470 | $170.86 | $565M | +3,309,470 | +$565M |
| SANM - Sanmina | 22.21% | Hold | 1,151,052 | $253.08 | $291M | — | — |
| NTNX - Nutanix · CL A | 16.07% | New | 4,136,789 | $50.96 | $211M | +4,136,789 | +$211M |
| CBRS - Cerebras Systems · CL A | 13.38% | New | 794,467 | $221.00 | $176M | +794,467 | +$176M |
| ABSI - Absci | 5.05% | Hold | 5,714,285 | $11.59 | $66M | — | — |
| XNDU — | 0.18% | Hold | 200,000 | $11.85 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MRVL - Marvell Technology | 3.72% | Exit | 0 | $99.04 | $6M | −65,516 | −$6M |
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