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Institutional portfolios / 13F

ADVANCED MICRO DEVICES INC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$1,311,750,821
As of June 30, 2026
Positions
6
Across disclosed securities
Top 5 weight
99.8%
Share of reported value

View SEC filing · Published 2026-08-14 20:38 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
SPACE EXPLORATION TECHN CORPCLASS A COM STK · SPCX
Holding details

Reported CUSIP: 84615Q103

Issuer filings on SEC

Reported row 5 · 0001193125-26-352454

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,309,470 SH $565,456,044 43.11%43.11% —Comparison unavailable
SANMINA CORPCOM · SANM
Holding details

Reported CUSIP: 801056102

Issuer filings on SEC

Reported row 1 · 0001193125-26-352454

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,151,052 SH $291,308,240 22.21%22.21% —Comparison unavailable
NUTANIX INCCL A · NTNX
Holding details

Reported CUSIP: 67059N108

Issuer filings on SEC

Reported row 3 · 0001193125-26-352454

Quarterly change unavailable. Security identity or split coverage is incomplete.

 4,136,789 SH $210,810,767 16.07%16.07% —Comparison unavailable
CEREBRAS SYSTEMS INCCOM CL A · CBRS
Holding details

Reported CUSIP: 15675D103

Issuer filings on SEC

Reported row 6 · 0001193125-26-352454

Quarterly change unavailable. Security identity or split coverage is incomplete.

 794,467 SH $175,577,207 13.38%13.38% —Comparison unavailable
ABSCI CORPORATIONCOM · ABSI
Holding details

Reported CUSIP: 00091E109

Issuer filings on SEC

Reported row 2 · 0001193125-26-352454

Quarterly change unavailable. Security identity or split coverage is incomplete.

 5,714,285 SH $66,228,563 5.05%5.05% —Comparison unavailable
XANADU QUANTUM TECHNOLO LTDCOM · XNDU
Holding details

Reported CUSIP: 98390R102

Issuer filings on SEC

Reported row 4 · 0001193125-26-352454

Quarterly change unavailable. Security identity or split coverage is incomplete.

 200,000 SH $2,370,000 0.18%0.18% —Comparison unavailable