DOSSIER · 13F-HR · Q2 2026

ADVANCED MICRO DEVICES INC

$1.3B in tracked AUM across 6 positions as of Q2 2026.

AM
CIK 0000002488 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
6
positions
Whale Score
77
77
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

ADVANCED MICRO DEVICES INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPCX
SPACE EXPLORATION TECHN CORP
$565M3.3M43.1%
02
SANM
SANMINA CORP
$291M1.2M22.2%
03
NTNX
NUTANIX INC
$211M4.1M16.1%
04
CBRS
CEREBRAS SYSTEMS INC
$176M794K13.4%
05
ABSI
ABSCI CORPORATION
$66M5.7M5.0%
06
XNDU
XANADU QUANTUM TECHNOLO LTD
$2M200K0.2%

Filing history

2026Q2Jun 30
$1.3B 652.2%
6 positionsView →
2026Q1Mar 31
$174M 9.5%
4 positionsView →
2025Q4Dec 31
$193M
2 positionsView →