ADVANCED MICRO DEVICES INC

Est. AUM

$174.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SANMINA CORP	COM	$149.2M	1151052	85.57%	SOLE
2	ABSCI CORPORATION	COM	$17.1M	5714285	9.83%	SOLE
3	MARVELL TECHNOLOGY INC	COM	$6.5M	65516	3.72%	SOLE
4	XANADU QUANTUM TECHNOLO LTD	COM	$1.5M	200000	0.88%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.