ADVANCED MICRO DEVICES INC
An institutional investment manager in SANTA CLARA, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 2488.
- Reported value$1.31bn
- Positions6
Holdings: 6 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Space Exploration Techn CorpSPCX | CLASS A COM STK | 84615Q103 | 565 | 43.1% | 3,309,470 | New+3,309,470 | |
| Sanmina CorpSANM | COM | 801056102 | 291 | 22.2% | 1,151,052 | Unchanged | |
| Nutanix IncNTNX | CL A | 67059N108 | 211 | 16.1% | 4,136,789 | New+4,136,789 | |
| Cerebras Systems IncCBRS | COM CL A | 15675D103 | 176 | 13.4% | 794,467 | New+794,467 | |
| Absci CorporationABSI | COM | 00091E109 | 66.2 | 5.0% | 5,714,285 | Unchanged | |
| Xanadu Quantum Technolo LtdXNDU | COM | 98390R102 | 2.4 | 0.2% | 200,000 | Unchanged |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Marvell Technology IncMRVL | COM | 573874104 | 0.0 | 0.0% | 0 | Sold out−65,516 |
Source: SEC EDGAR, Form 13F-HR, accession 0001193125-26-352454 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.