ADVANCED MICRO DEVICES INC (AMD) — 13F holdings

ADVANCED MICRO DEVICES INC (AMD) reported 6 holdings worth $1.31B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $565M (43.1%)
2. SANM SANMINA CORPORATION — $291M (22.2%)
3. NTNX NUTANIX INC — $211M (16.1%)
4. CBRS CEREBRAS SYSTEMS INC — $176M (13.4%)
5. ABSI ABSCI CORPORATION — $66.2M (5.0%)
6. XNDU XANADU QUANTUM TECHNOLO LTD — $2.37M (0.2%)