Advanced Micro Devices
Advanced Micro Devices reported 6 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (43.1%), SANM (22.2%) and NTNX (16.1%). Compared with Q1 2026, the fund opened new positions in SPCX, NTNX and CBRS and sold out of MRVL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPCX Space Exploration Techn Corp Class A Com Stk | $565M | 43.1% | 3.3M | New position | 1 of 3 | |
| 2 |  SANM Sanmina Corporation | $291M | 22.2% | 1.2M | No change | 3 of 3 | |
| 3 |  NTNX Nutanix Inc | $211M | 16.1% | 4.1M | New position | 1 of 3 | |
| 4 |  CBRS Cerebras Systems Inc Com CL A | $176M | 13.4% | 794K | New position | 1 of 3 | |
| 5 |  ABSI Absci Corporation | $66.2M | 5.0% | 5.7M | No change | 3 of 3 | |
| 6 |  XNDU Xanadu Quantum Technolo Ltd | $2.4M | 0.2% | 200K | No change | 2 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MRVL Marvell Technology Inc | $6.5M | 66K |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Advanced Micro Devices 13F FAQ
What does Advanced Micro Devices own?
Advanced Micro Devices reported 6 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (43.1%), SANM (22.2%) and NTNX (16.1%). The table above lists every position in the filing (the top 10 without an account).
What did Advanced Micro Devices buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 0 added to, 0 trimmed and 1 sold out. New positions include SPCX, NTNX and CBRS. It sold all of MRVL.
When will Advanced Micro Devices file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Advanced Micro Devices's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.