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ADVANCED MICRO DEVICES INC

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13F filer, CIK 2488, SANTA CLARA, CA

ADVANCED MICRO DEVICES INC reported $1,311,750,821 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-352454

Period
2026-06-30
Reported value
$1.31B
Holdings
6
Top 10 weight
100%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPCXnew+3,309,470$565M
NTNXnew+4,136,789$211M
CBRSnew+794,467$176M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MRVLexited-65,516-$6.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001193125-26-352454, largest first. % of portfolio is the value over $1,311,750,821, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,309,470 shares 3,309,470$565M43.11%newTimeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,151,052 shares; 2026Q1: 1,151,052 shares; 2026Q2: 1,151,052 shares 1,151,052$291M22.21%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,136,789 shares 4,136,789$211M16.07%newTimeline
CBRSCEREBRAS SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 794,467 shares 794,467$176M13.38%newTimeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,714,285 shares; 2026Q1: 5,714,285 shares; 2026Q2: 5,714,285 shares 5,714,285$66.2M5.05%0Timeline
XNDUXANADU QUANTUM TECHNOLO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 200,000 shares; 2026Q2: 200,000 shares 200,000$2.37M0.18%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MRVLMARVELL TECHNOLOGY INC65,516$6.49Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-352454 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001193125-26-352454 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001193125-26-219769 Quarter ended 2026-03-312026-05-12acceptance time not in the bulk data set
13F-HR 0001193125-26-053420 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set