13F-HRFiling Date: Aug 14, 2026
AMD 13F-HR: 2026-06-30 · 6 holdings (Aug 14, 2026)
Institutional Holdings (13F)
View SEC Filing
ACC: 0001193125-26-352454
Total Value$1.31B
Positions6
Changes4
Holdings
1
SpaceX · SPCX
3.31M Shares
$565.46M
New
43.1%
2
SANMINA CORP
1.15M Shares
$291.31M
Unchanged0.0%
22.2%
3
NUTANIX INC
4.14M SharesCL A
$210.81M
New
16.1%
4
CEREBRAS SYSTEMS INC
794.47K SharesCOM CL A
$175.58M
New
13.4%
5
ABSCI CORPORATION
5.71M Shares
$66.23M
Unchanged0.0%
5.05%
6
XANADU QUANTUM TECHNOLO LTD
200.00K Shares
$2.37M
Unchanged0.0%
0.18%
remove_circle_outlineExited this quarter· 1