Institutional Fund
Advanced Micro Devices Inc
Santa Clara, CACIK 24882 filings on record
Portfolio Value
$174.39M
Q1 2026
Holdings
4
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-9.5%
from $192.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Sanmina Corporation85.6%
- Absci Corporation9.8%
- Marvell Technology Inc3.7%
- Xanadu Quantum Technolo Ltd0.9%
Portfolio Holdings
4 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sanmina Corporation | 1.15M | $149.22M | 85.6% | 0 | Held |
| 2 | Absci Corporation | 5.71M | $17.14M | 9.8% | 0 | Held |
| 3 | Marvell Technology Inc | 65.5K | $6.49M | 3.7% | +65.5K | New |
| 4 | Xanadu Quantum Technolo Ltd | 200.0K | $1.53M | 0.9% | +200.0K | New |