Q2 2026 13F · SEC CIK 2488
Advanced Micro Devices Inc
CorporationFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.3B
- Reported positions
- 6
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1 qtrs
Advanced Micro Devices Inc is a corporation that reported 6 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Space Exploration Techn Corp (SPCX, 43.1%), Sanmina Corp (SANM, 22.2%), Nutanix Inc (NTNX, 16.1%).
Advanced Micro Devices Inc holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | 43.1% | — | $565.5M |
| SANMSanmina Corp | 22.2% | — | $291.3M |
| NTNXNutanix Inc | 16.1% | — | $210.8M |
| CBRSCerebras Systems Inc | 13.4% | — | $175.6M |
| ABSIAbsci Corporation | 5.0% | — | $66.2M |
| XNDUXanadu Quantum Technolo Ltd | 0.2% | — | $2.4M |
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.3B | 6 |
Questions about Advanced Micro Devices Inc's portfolio
What stocks does Advanced Micro Devices Inc own?
Advanced Micro Devices Inc's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 6 positions worth $1.3B. The largest are Space Exploration Techn Corp (SPCX) at 43.1%, Sanmina Corp (SANM) at 22.2%, Nutanix Inc (NTNX) at 16.1%, Cerebras Systems Inc (CBRS) at 13.4% and Absci Corporation (ABSI) at 5.0%.
When is Advanced Micro Devices Inc's next 13F filing due?
13F filings are due 45 days after each quarter ends. Advanced Micro Devices Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.