Advanced Micro Devices Inc
Holdings as of Jun 30, 2026 · filed Aug 14, 2026
| # | Holding | Value | % Port. | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Space Exploration Techn Corp | $565456044 | 43.11% | — | NEW BUY |
| 2 | Sanmina Corp | $291308240 | 22.21% | — | Held |
| 3 | Nutanix Inc | $210810767 | 16.07% | — | NEW BUY |
| 4 | Cerebras Systems Inc | $175577207 | 13.38% | — | NEW BUY |
| 5 | Absci Corporation | $66228563 | 5.05% | — | Held |
| 6 | Xanadu Quantum Technolo Ltd | $2370000 | 0.18% | — | NEW BUY |
Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.