Advanced Micro Devices Inc reported 6 positions worth $1.31B for the quarter ended Jun 30, 2026, up 652.2% on the prior quarter. It opened 3 new positions, added to 0, trimmed 0 and exited 1. Its largest holding is Space Exploration Technologies Corp at 43.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRVL Marvell Technology, Inc. | -65.5K | -100.0% | $6.49M | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MRVL Marvell Technology, Inc. | -65.5K | $6.49M | 3.72% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 3.31M | $565.46M | 43.11% | +3.31M | – | New | 0.03% |
| 2 | SANM Sanmina Corp | Technology | 1.15M | $291.31M | 22.21% | 0 | 0.0% | Unchanged | 2.14% |
| 3 | NTNX Nutanix, Inc. | Technology | 4.14M | $210.81M | 16.07% | +4.14M | – | New | 1.56% |
| 4 | CBRS Cerebras Systems Inc. | Technology | 794.5K | $175.58M | 13.38% | +794.5K | – | New | 0.35% |
| 5 | ABSI Absci Corp | Healthcare | 5.71M | $66.23M | 5.05% | 0 | 0.0% | Unchanged | 3.33% |
| 6 | XNDU Xanadu Quantum Technologies Ltd | Technology | 200.0K | $2.37M | 0.181% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Advanced Micro Devices.
As of its Q2 2026 13F filing, Advanced Micro Devices Inc’s five largest positions were Space Exploration Technologies Corp (SPCX) at 43.1%, Sanmina Corp (SANM) at 22.2%, Nutanix, Inc. (NTNX) at 16.1%, Cerebras Systems Inc. (CBRS) at 13.4%, Absci Corp (ABSI) at 5.0% of the reported portfolio.
Advanced Micro Devices Inc reported a 13F portfolio worth $1.31B across 6 positions for Q2 2026. That is up 652.2% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($565.46M), Nutanix, Inc. ($210.81M), Cerebras Systems Inc. ($175.58M). It opened 3 new positions.
Its largest sales by value were Marvell Technology, Inc. ($6.49M). It exited 1 positions entirely.
From the Form 13F-HR reports Advanced Micro Devices Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.