Advanced Micro Devices Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Advanced Micro Devices Inc. reported 2 stock positions worth $192.7 million. Its top holding was Sanmina (SANM) at 89.6% of the portfolio, followed by Absci (ABSI, 10.4%).

Most Recent 13F
Q2 2026
Location
SANTA CLARA, CA
CIK
0000002488
Portfolio Value
$192.7M (Q4 2025)
SEC Filing
0001193125-26-053420 ↗ filed Feb 17, 2026

Holdings Value

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

Holdings 2 stocks · $192.7M
SANM Sanmina Corp. 89.65% 1,151,052 $172.7M —
ABSI Absci Corp. 10.35% 5,714,285 $19.9M —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

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