Advanced Micro Devices Inc holds a concentrated book of 6 stocks worth $1.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp. Their largest long position is Space Exploration Techn Corp at 43% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Advanced Micro Devices Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 7 / 6 | $9.3B |
| Tidal Investments LLC | 6 / 6 | $324.1M |
| TD Waterhouse Canada Inc. | 6 / 6 | $93.1M |
| Clearstead Advisors, LLC | 6 / 6 | $48.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 / 6 | $45.7M |
| Arax Advisory Partners | 6 / 6 | $44.1M |
| SBI Securities Co., Ltd. | 6 / 6 | $44.0M |
| NISA INVESTMENT ADVISORS, LLC | 6 / 6 | $29.1M |
Ranked by how many of Advanced Micro Devices Inc's top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Space Exploration Techn Corp CLASS A COM STK | $565.5M | 3.31M | 43.1% | ▲New New position | |
| 2 | Sanmina Corp COM | $291.3M | 1.15M | 22.2% | —Held | |
| 3 | Nutanix Inc CL A | $210.8M | 4.14M | 16.1% | ▲New New position | |
| 4 | Cerebras Systems Inc COM CL A | $175.6M | 794.5K | 13.4% | ▲New New position | |
| 5 | Absci Corporation COM | $66.2M | 5.71M | 5.0% | —Held | |
| 6 | Xanadu Quantum Technolo Ltd COM | $2.4M | 200.0K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2488/holdings"
Use Arkolith to show ADVANCED MICRO DEVICES INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.