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ADVANCED MICRO DEVICES INC — 13F Holdings & Portfolio

CIK 2488 · latest 13F-HR filed 2026-05-12

Backtest portfolio

ADVANCED MICRO DEVICES INC manages $174.4M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SANM (85.57%), ABSI (9.83%), MRVL (3.72%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 0, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$174.4M

Long-equity book

Holdings

4

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+2 / −0 / ↑0 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • SANMINA CORP-$23.5M -13.6%
  • ABSCI CORPORATION-$2.8M -14.0%
Show all 2 →

New Positions

  • MARVELL TECHNOLOGY INC$6.5M
  • XANADU QUANTUM TECHNOLO LTD$1.5M
Show all 2 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SANMINA CORP SANM 801056102 $149.2M 85.57% 1,151,052 SH
2 ABSCI CORPORATION ABSI 00091E109 $17.1M 9.83% 5,714,285 SH
3 MARVELL TECHNOLOGY INC MRVL 573874104 $6.5M 3.72% 65,516 SH
4 XANADU QUANTUM TECHNOLO LTD XNDU 98390R102 $1.5M 0.88% 200,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $174.4M 4 0001193125-26-219769
2025-12-31 2026-02-17 $192.7M 2 0001193125-26-053420