Advanced Micro Devices Inc.
Advanced Micro Devices Inc. reported 6 US-listed holdings worth $1.31 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Space Exploration Techn Corp. Class A Com STK (43.1%), Sanmina Corp. (22.2%) and Nutanix, Inc. (16.1%). Against the quarter before, it opened 3 positions, added to 0, trimmed 0 and sold out of 1.
Reported holdings$1.31B+652.2% on Q1 2026
Positions6+2 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedHeld
The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 3Held 3Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Space Exploration Techn Corp. Class A Com STK SPCX$565.5 million
- Nutanix, Inc. NTNX$210.8 million
- Cerebras Systems Inc. Com Class A CBRS$175.6 million
Sold out of 1
- Marvell Technology, Inc. MRVL$6.5 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Space Exploration Techn Corp. Class A Com STK SPCX | 3,309,470 | $565.5 million | 43.11% | new |
| Sanmina Corp. SANM | 1,151,052 | $291.3 million | 22.21% | no change |
| Nutanix, Inc. NTNX | 4,136,789 | $210.8 million | 16.07% | new |
| Cerebras Systems Inc. Com Class A CBRS | 794,467 | $175.6 million | 13.38% | new |
| Absci Corporation ABSI | 5,714,285 | $66.2 million | 5.05% | no change |
| Xanadu Quantum Technolo Ltd XNDU | 200,000 | $2.4 million | 0.18% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.