AMD’s portfolio
Stocks AMD holds in other public companies at the end of each quarter, from its 13F filings with the SEC.
All holdings
| Stock | Shares | Value | Weight | vs last filing |
|---|---|---|---|---|
SPCX
Space Exploration Technologies Corp.
|
3,309,470 | $467.7M |
44.1%
|
+3,309,470 |
NTNX
Nutanix, Inc.
|
4,136,789 | $267.6M |
25.2%
|
+4,136,789 |
SANM
Sanmina Corporation
|
1,151,052 | $189.3M |
17.9%
|
— |
CBRS
Cerebras Systems Inc.
|
794,467 | $77.7M |
7.3%
|
+794,467 |
ABSI
Absci Corporation
|
5,714,285 | $57.1M |
5.4%
|
— |
XNDU
Xanadu Quantum Technologies Limited
|
200,000 | $0.5M |
0.1%
|
— |
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Activity
| Date | Type | Stock | Price | Shares | Source |
|---|---|---|---|---|---|
| 30 Jun 2026 | New position |
CBRS
Cerebras Systems Inc.
|
— | +794,467 | 13F ↗ |
| 30 Jun 2026 | New position |
SPCX
Space Exploration Technologies Corp.
|
— | +3,309,470 | 13F ↗ |
| 30 Jun 2026 | New position |
NTNX
Nutanix, Inc.
|
— | +4,136,789 | 13F ↗ |
| 30 Jun 2026 | Sold out |
MRVL
Marvell Technology, Inc.
|
— | −65,516 | 13F ↗ |
| 31 Mar 2026 | New position |
XNDU
Xanadu Quantum Technologies Limited
|
— | +200,000 | 13F ↗ |
| 31 Mar 2026 | New position |
MRVL
Marvell Technology, Inc.
|
— | +65,516 | 13F ↗ |
| 31 Dec 2025 | New position |
SANM
Sanmina Corporation
|
— | +1,151,052 | 13F ↗ |
| 31 Dec 2025 | New position |
ABSI
Absci Corporation
|
— | +5,714,285 | 13F ↗ |
Sources
A 13F lists the long US stock positions a large investor holds at the end of each quarter, filed up to 45 days later. It has no trade dates or prices, so activity shows the change in shares between two quarters. Options and bonds are left out.
Values are today’s share price times the shares in the latest filing.
Stonksfolio is not affiliated with AMD. Not investment advice.
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