Advanced Micro Devices Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Advanced Micro Devices Inc. reported 4 stock positions worth $174.4 million. Its top holding was Sanmina (SANM) at 85.6% of the portfolio, followed by Absci (ABSI, 9.8%) and Marvell Technology (MRVL, 3.7%). Compared with Q4 2025, it opened 2 new positions. The biggest buy was a new position in Marvell Technology (MRVL).

Most Recent 13F
Q2 2026
Location
SANTA CLARA, CA
CIK
0000002488
Portfolio Value
$174.4M (Q1 2026)
SEC Filing
0001193125-26-219769 ↗ filed May 12, 2026

Holdings Value

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

Holdings 4 stocks · $174.4M
SANM Sanmina Corp. 85.57% 1,151,052 $149.2M No change
ABSI Absci Corp. 9.83% 5,714,285 $17.1M No change
MRVL Marvell Technology Inc. 3.72% 65,516 $6.5M New
XNDU Xanadu Quantum Technolo Class B 0.88% 200,000 $1.5M New

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
MRVL Marvell Technology Inc. New 3.72% +3.72
XNDU Xanadu Quantum Technolo Class B New 0.88% +0.88

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