Advanced Micro Devices Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Advanced Micro Devices Inc. reported 6 stock positions worth $1.3 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 43.1% of the portfolio, followed by Sanmina (SANM, 22.2%) and Nutanix Class A (NTNX, 16.1%). Compared with Q1 2026, it opened 3 new positions and sold out of 1. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Marvell Technology (MRVL).

Most Recent 13F
Q2 2026
Location
SANTA CLARA, CA
CIK
0000002488
Portfolio Value
$1.3B (Q2 2026)
SEC Filing
0001193125-26-352454 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q4 2025: $192.7M Q4 2025 Q1 2026: $174.4M Q1 2026 Q2 2026: $1.3B $1.3B Q2 2026

Holdings 6 stocks · $1.3B
SPCX Space Exploration Techn Class A 43.11% 3,309,470 $565.5M New
SANM Sanmina Corp. 22.21% 1,151,052 $291.3M No change
NTNX Nutanix Inc. Class A 16.07% 4,136,789 $210.8M New
CBRS Cerebras Systems Inc. Class A 13.38% 794,467 $175.6M New
ABSI Absci Corp. 5.05% 5,714,285 $66.2M No change
XNDU Xanadu Quantum Technolo Class B 0.18% 200,000 $2.4M No change

Portfolio Sells Q1 2026 → Q2 2026
MRVL Marvell Technology Inc. Sold out 0.00% −3.72

Portfolio Buys Q1 2026 → Q2 2026
SPCX Space Exploration Techn Class A New 43.11% +43.11
NTNX Nutanix Inc. Class A New 16.07% +16.07
CBRS Cerebras Systems Inc. Class A New 13.38% +13.38

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$1.3BSPCX, SANM, NTNX, CBRS, ABSI
Q1 2026 4$174.4MSANM, ABSI, MRVL, XNDU
Q4 2025 2$192.7MSANM, ABSI