# ADVANCED MICRO DEVICES INC: Form 13F holdings

An institutional investment manager in SANTA CLARA, CA. SEC CIK 2488.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.31bn
- Positions: 6 (6 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2488/000119312526352454/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $565.5m | 43.1% | 3,309,470 |  | New +3,309,470 |
| [SANMINA CORP (SANM)](/companies/sanm.md) | COM | $291.3m | 22.2% | 1,151,052 |  | Unchanged |
| [NUTANIX INC (NTNX)](/companies/ntnx.md) | CL A | $210.8m | 16.1% | 4,136,789 |  | New +4,136,789 |
| [CEREBRAS SYSTEMS INC (CBRS)](/companies/cbrs.md) | COM CL A | $175.6m | 13.4% | 794,467 |  | New +794,467 |
| [ABSCI CORPORATION (ABSI)](/companies/absi.md) | COM | $66.2m | 5.0% | 5,714,285 |  | Unchanged |
| [XANADU QUANTUM TECHNOLO LTD (XNDU)](/companies/xndu.md) | COM | $2.4m | 0.2% | 200,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $0 | 0.0% | 0 |  | Sold out −65,516 |

Source: SEC EDGAR, Form 13F-HR, accession 0001193125-26-352454. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.