Advanced Micro Devices Inc 13F Holdings · Q2 2026
Advanced Micro Devices Inc reported 6 securities worth $1.31B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPCX (43.11%), SANM (22.21%), NTNX (16.07%). Among its top 25 positions this quarter: 3 new, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $565.5M | 43.11% | 3.3M | New |
| 2 | SANM | SANMINA CORP | $291.3M | 22.21% | 1.2M | Hold |
| 3 | NTNX | NUTANIX INC | $210.8M | 16.07% | 4.1M | New |
| 4 | CBRS | CEREBRAS SYSTEMS INC | $175.6M | 13.38% | 794,467 | New |
| 5 | ABSI | ABSCI CORPORATION | $66.2M | 5.05% | 5.7M | Hold |
| 6 | XNDU | XANADU QUANTUM TECHNOLO LTD | $2.4M | 0.18% | 200,000 | Hold |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR