Intel Corp
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Intel Corp reported 6 stock positions worth $764.7 million. Its top holding was Astera Labs (ALAB) at 58.6% of the portfolio, followed by Joby Aviation (JOBY, 21.0%) and Arm Holdings PLC-ADR (ARM, 19.2%). Compared with Q4 2023, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Astera Labs (ALAB) and the biggest sale Joby Aviation (JOBY, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Santa Clara, CA
- CIK
- 0000050863
- Portfolio Value
- $764.7M (Q1 2024)
- SEC Filing
- 0000050863-24-000099 ↗ filed May 13, 2024
Holdings Value
Holdings 6 stocks · $764.7M
| ALAB Astera Labs Inc. | 58.62% | 6,042,157 | $448.3M | New |
| JOBY Joby Aviation Inc. | 20.99% | 29,942,581 | $160.5M | Reduce -3.7% |
| ARM Arm Holdings PLC-ADR | 19.23% | 1,176,470 | $147.0M | No change |
| ZFOX Zerofox Holdings Inc. | 0.77% | 5,239,291 | $5.9M | No change |
| MRDB Mariadb PLC | 0.37% | 6,282,325 | $2.8M | No change |
| SNTI Senti Biosciences Inc. | 0.03% | 595,665 | $225K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| ALAB Astera Labs Inc. | New | 58.62% | +58.62 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $620.6M | MBLY, JOBY |
| Q1 2026 | 2 | $470.0M | MBLY, JOBY |
| Q4 2025 | 2 | $724.2M | MBLY, JOBY |
| Q3 2025 | 3 | $1.0B | MBLY, JOBY, ZK |
| Q2 2025 | 2 | $255.5M | JOBY, ZK |
| Q1 2025 | 2 | $168.7M | JOBY, ZK |
| Q4 2024 | 2 | $221.5M | JOBY, ZK |
| Q3 2024 | 3 | $251.7M | ALAB, JOBY, SNTI |
| Q2 2024 | 4 | $504.9M | ALAB, JOBY, MRDB, SNTI |
| Q1 2024 | 6 | $764.7M | ALAB, JOBY, ARM, ZFOX, MRDB |