ADVANCED MICRO DEVICES INC

CIK 0000002488 · SANTA CLARA, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

ADVANCED MICRO DEVICES INC reported 6 positions worth $1.31B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (43.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.31B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPCX	SPACE EXPLORATION TECHN CORP	SH	$565.5M	43.11%	3,309,470	—	—
▸ 2	SANM	SANMINA CORP	SH	$291.3M	22.21%	1,151,052	—	—
▸ 3	NTNX	NUTANIX INC	SH	$210.8M	16.07%	4,136,789	—	—
▸ 4	CBRS	CEREBRAS SYSTEMS INC	SH	$175.6M	13.38%	794,467	—	—
▸ 5	ABSI	ABSCI CORPORATION	SH	$66.2M	5.05%	5,714,285	—	—
▸ 6	XNDU	XANADU QUANTUM TECHNOLO LTD	SH	$2.4M	0.18%	200,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ADVANCED MICRO DEVICES INC hold as of Q2 2026?

ADVANCED MICRO DEVICES INC reported 6 positions worth $1.31B in its Q2 2026 13F filing. Largest positions: SPCX (43.1%), SANM (22.2%), NTNX (16.1%), CBRS (13.4%) and ABSI (5.0%).

What did ADVANCED MICRO DEVICES INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ADVANCED MICRO DEVICES INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.