ADVANCED MICRO DEVICES INC (AMD) — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

ADVANCED MICRO DEVICES INC (AMD)holdings as filed

Filed 2026-02-17 · accession 0001193125-26-053420

$192.7M

Reported value

Positions

2025-12-31

Period end

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The Brief · ADVANCED MICRO DEVICES INC (AMD) · Q4 2025

AI · grounded in 13F

ADVANCED MICRO DEVICES INC (AMD) established a new position in Sanmina Corporation SANM valued at $172.7M. The fund also initiated a new position in Absci Corporation ABSI worth $19.9M. These two holdings comprise the fund's total AUM of $192.7M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
801056102	SANM	SANMINA CORPORATION	$172.7M	89.6%	1,151,052	Common	SOLE
00091E109	ABSI	ABSCI CORPORATION	$19.9M	10.4%	5,714,285	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.