Investor
ADVANCED MICRO DEVICES INC
CIK 0000002488 · filed 2026-05-12 · SEC filing
13F book
$174.4M
Positions
4
2 new · 0 sold
Largest name
85.6%
Sanmina Corp · SANM
Est. mark
−$26.3M
Price effect on 2 names still held. Flow $8.02M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Sanmina Corp | SANM | 1.15M | $149.2M | 85.6% | −$23.5M | Held |
| Absci Corp | ABSI | 5.71M | $17.1M | 9.8% | −$2.8M | Held |
| Marvell Technology, Inc. | MRVL | 65.5K | $6.49M | 3.7% | — | New |
| Xanadu Quantum Technolo Ltd | — | 200K | $1.53M | 0.9% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.