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Advanced Micro Devices Inc

Portfolio Manager
Advanced Micro Devices Inc
Performance
-13.66% (2026 Q1)
AUM (13F)
$174.39M
# of Holdings
4
Performance Rank
Allocation (Top 20)
99.12%

Advanced Micro Devices Inc Holdings Map

Top 3 Advanced Micro Devices Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SANM
SANMINA CORP
85.57%1.15M$149.2M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.15M shares2026-Q1: 1.15M shares
$132.59(+65.75%)
2026-03-31
ABSI
ABSCI CORPORATION
9.83%5.71M$17.1M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.71M shares2026-Q1: 5.71M shares
$3.26(+255.90%)
2026-03-31
MRVL
MARVELL TECHNOLOGY INC
3.72%65.5K$6.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 65.5K shares
$92.02(+166.58%)
2026-03-31

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