ADVANCED MICRO DEVICES INC: 13F holdings

CIK 24882026Q2

Positions6
Reported value$1.3bn
Filed2026-08-14

Top 10 holdings

SecuritySharesValueWeight
SPCX SPACE EXPLORATION TECHN CORP3,309,470$565.5m43.1%
SANM SANMINA CORP1,151,052$291.3m22.2%
NTNX NUTANIX INC4,136,789$210.8m16.1%
CBRS CEREBRAS SYSTEMS INC794,467$175.6m13.4%
ABSCI CORPORATION5,714,285$66.2m5.0%
XANADU QUANTUM TECHNOLO LTD200,000$2.4m0.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2488")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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