AMD – Advanced Micro Devices Inc

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
4
Portfolio value:
$174,386,000
Filed:
May 12, 2026
Style:
Semi Leader / Strategic
Stock Issuer % of Portfolio Recent Activity Shares Price Value ▼
SANMhistSANMINA CORP85.57—1,151,052$129.64$149.22M
ABSIhistABSCI CORPORATION9.83—5,714,285$3.00$17.14M
MRVLhistMARVELL TECHNOLOGY INC3.72Buy65,516$99.04$6.49M
XNDUhistXANADU QUANTUM TECHNOLO LTD0.88Buy200,000$7.66$1.53M