AiSiWhale

AI & tech investing

ADVANCED MICRO DEVICES INC

CIK 2488

13F filing for Q2 2026・No. 2,167

Holdings
US$1.31B
Quarter change
+US$1.14B
Entries
6
Net bought (estimate)
+US$945.35M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 3
  • Sold out 1
  • Cut 0
  • Added 0
  • Corporate actions 0
  • Unchanged 3

Largest holdings

6 stocks worth US$1.31B, options and bonds left out.

StockThis quarterValueWeight
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STKNewUS$565.46M43.11%
SANMSANMINA CORPCOMUnchangedUS$291.31M22.21%
NTNXNUTANIX INCCL ANewUS$210.81M16.07%
CBRSCEREBRAS SYSTEMS INCCOM CL ANewUS$175.58M13.38%
ABSIABSCI CORPORATIONCOMUnchangedUS$66.23M5.05%
XANADU QUANTUM TECHNOLO LTDCOMUnchangedUS$2.37M0.18%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.