ADVANCED MICRO DEVICES INC

SANTA CLARA, CA · CIK 2488 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityADVANCED MICRO DEVICES, INC. (US)

$1.3bn reported value +652.2% vs Q1 2026

6positions

100.0%in top 10

3 new 0 added 0 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	3,309,470	$565.5m43.11%	43.11%	New
2	SANMINA CORPORATION COM SANM	SANM	1,151,052	$291.3m22.21%	22.21%	Unchanged
3	NUTANIX INC CL A NTNX	NTNX	4,136,789	$210.8m16.07%	16.07%	New
4	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	794,467	$175.6m13.38%	13.38%	New
5	ABSCI CORPORATION COM ABSI	ABSI	5,714,285	$66.2m5.05%	5.05%	Unchanged
6	XANADU QUANTUM TECHNOLO LTD SUB VTG B XNDU	XNDU	200,000	$2.4m0.18%	0.18%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MARVELL TECHNOLOGY INC MRVL	MRVL	65,516	$6.5m65.5k shares