13F

Investor

ADVANCED MICRO DEVICES INC

CIK 0000002488 · filed 2026-02-17 · SEC filing

13F book

$192.7M

Positions

2

Largest name

89.6%

Sanmina Corp · SANM

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Sanmina CorpSANM1.15M$172.7M89.6%Held
Absci CorpABSI5.71M$19.9M10.3%Held

Positions as of Q4 2025. 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.