StockDriftsStockDriftsTop 3 Advanced Micro Devices INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SANM | SANMINA CORP | 22.21% | 1.15M | $291.3M | +0.00%(+0) | $132.59(+59.02%) | 2026-06-30 | |
| NTNX | NUTANIX INC | 16.07% | 4.14M | $210.8M | new | $44.44(+49.86%) | 2026-06-30 | |
| ABSI | ABSCI CORPORATION | 5.05% | 5.71M | $66.2M | +0.00%(+0) | $3.26(+181.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +88.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +153.43% |
Advanced Micro Devices INC reports $1.31B in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are SANM (22.2%), NTNX (16.1%) and ABSI (5.0%). The top 20 holdings account for 43.33% of reported assets. Its disclosed equity book has returned +88.34% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advanced Micro Devices INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2488). View Advanced Micro Devices INC’s 13F filings on SEC