本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
ADVANCED MICRO DEVICES INC (CIK 2488) reported $1.31B across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($565.5M, 43.11%), SANM ($291.3M, 22.21%), NTNX ($210.8M, 16.07%), CBRS ($175.6M, 13.38%), ABSI ($66.2M, 5.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $565.5M | 43.11% | 3.3M | New |
| 2 | SANM | SANMINA CORP | $291.3M | 22.21% | 1.2M | Hold |
| 3 | NTNX | NUTANIX INC | $210.8M | 16.07% | 4.1M | New |
| 4 | CBRS | CEREBRAS SYSTEMS INC | $175.6M | 13.38% | 794,467 | New |
| 5 | ABSI | ABSCI CORPORATION | $66.2M | 5.05% | 5.7M | Hold |
| 6 | XNDU | XANADU QUANTUM TECHNOLO LTD | $2.4M | 0.18% | 200,000 | Hold |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30