Advanced Micro Devices Inc
- SEC CIK
- 0000002488
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 6
- +2 vs. Q1 2026
- Portfolio value
- $1.31B
- +$1.14B (+652.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XNDUXanadu Quantum Technologies Ltd | SUB VTG B | 200,000 | $2.37M | 0.2% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 5,714,285 | $66.2M | 5.0% | 00.0% | Unchanged | History |
| CBRSCerebras Systems Inc. | COM CL A | 794,467 | $175.6M | 13.4% | +794,467 | New | History |
| NTNXNutanix, Inc. | Stock | 4,136,789 | $210.8M | 16.1% | +4,136,789 | New | History |
| SANMSanmina Corp | COM | 1,151,052 | $291.3M | 22.2% | 00.0% | Unchanged | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 3,309,470 | $565.5M | 43.1% | +3,309,470 | New | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.