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§ 13F · FUND PROFILE

ADVANCED MICRO DEVICES INC.

AUM · $1.3B (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1SPCXSPACE EXPLORATION TECHN CORP3.31M$565M
2SANMSANMINA CORP1.15M$291M
3NTNXNUTANIX INC4.14M$211M
4CBRSCEREBRAS SYSTEMS INC794K$176M
5ABSIABSCI CORPORATION5.71M$66M
6XNDUXANADU QUANTUM TECHNOLO LTD200K$2M
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE ADVANCED SIGNAL

AC read

ADVANCED MICRO DEVICES INC is a Other fund managing $1.3 billion in assets. The fund runs a focused portfolio of just 6 positions.

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ADVANCED MICRO DEVICES INC 13F Holdings & Portfolio Analysis | Acid Capitalist