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%
Advanced Micro Devices' biggest moves in 2026 Q2 were opening Space Exploration and Nutanix, and selling out of Marvell Technology.
AUM over time
Latest book
| SPCX, Space Exploration | New | 3,309,470 | $170.86 | $565M | +3,309,470 | +$565M | |
| SANM, Sanmina | Hold | 1,151,052 | $253.08 | $291M | — | — | |
| NTNX, Nutanix | New | 4,136,789 | $50.96 | $211M | +4,136,789 | +$211M | |
| CBRS, Cerebras Systems | New | 794,467 | $221.00 | $176M | +794,467 | +$176M | |
| ABSI, Absci | Hold | 5,714,285 | $11.59 | $66M | — | — | |
| XNDU | Hold | 200,000 | $11.85 | $2.4M | — | — |
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MRVL, Marvell Technology | Exit | 0 | $99.04 | $6.5M | −65,516 | −$6.5M |
Filings history
3 periods, with AUM normalized
| 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
Further reading
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- 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