# ADVANCED MICRO DEVICES INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2488. Source: https://holderbook.com/funds/2488-advanced-micro-devices-inc/

- Reported value: $1.3B
- Positions: 6
- Weight of the ten largest: 100.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $565.5M | 3,309,470 | 43.1% | 1 |
| SANMINA CORP | [SANM](https://holderbook.com/stocks/SANM/) | $291.3M | 1,151,052 | 22.2% | 3 |
| NUTANIX INC | [NTNX](https://holderbook.com/stocks/NTNX/) | $210.8M | 4,136,789 | 16.1% | 1 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $175.6M | 794,467 | 13.4% | 1 |
| ABSCI CORPORATION | [ABSI](https://holderbook.com/stocks/ABSI/) | $66.2M | 5,714,285 | 5.0% | 3 |
| XANADU QUANTUM TECHNOLO LTD | [XNDU](https://holderbook.com/stocks/XNDU/) | $2.4M | 200,000 | 0.2% | 2 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.3B | 6 |
| Q1 2026 | $174.4M | 4 |
| Q4 2025 | $192.7M | 2 |