Advanced Micro Devices as of June 30, 2026
Portfolio Holdings for Advanced Micro Devices
Advanced Micro Devices holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 43.1 | $566M | 3.3M | 170.86 | |
| Sanmina (SANM) | 22.2 | $291M | 1.2M | 253.08 | |
| Nutanix Cl A (NTNX) | 16.1 | $211M | 4.1M | 50.96 | |
| Cerebras Systems Com Cl A (CBRS) | 13.4 | $176M | 795k | 221.00 | |
| Absci Corp (ABSI) | 5.0 | $66M | 5.7M | 11.59 | |
| Xanadu Quantum Technolo (XNDU) | 0.2 | $2.4M | 200k | 11.85 |
