ADVANCED MICRO DEVICES INC
Top Portfolio Positions
4 positions ·
$174,386,595 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SANM |
Sanmina Corp
Technology
|
1,151,052 | $149,222,381 | 85.57% | |
| ABSI |
Absci Corp
Healthcare
|
5,714,285 | $17,142,855 | 9.83% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
65,516 | $6,489,359 | 3.72% | |
| XNDU |
Xanadu Quantum Technologies Ltd
Technology
|
200,000 | $1,532,000 | 0.88% |
Portfolio Trend
2 quarters · across all stocks
Holdings in XNDU
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,532,000 | 200,000 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||