Advanced Micro Devices Inc
- SEC CIK
- 0000002488
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 4
- +2 vs. Q4 2025
- Portfolio value
- $174.4M
- −$18.3M (−9.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SANMSanmina Corp | COM | 1,151,052 | $149.2M | 85.6% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 5,714,285 | $17.1M | 9.8% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 65,516 | $6.49M | 3.7% | +65,516 | New | History |
| XNDUXanadu Quantum Technologies Ltd | SUB VTG B | 200,000 | $1.53M | 0.9% | +200,000 | New | History |