Advanced Micro Devices Inc
7 holdingsFiling period: 2026-06-30Current AUM: $1.60Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | Space Exploration Techn Corp | 3.31M | $565.5M | $486.2M | 30.40% | -- | 2026-06-30 |
| 2 | SPCX | Space Exploration Techn Corp | 3.31M | $565.5M | $486.2M | 30.40% | -- | 2026-06-30 |
| 3 | SANM | Sanmina Corp | 1.15M | $291.3M | $185.7M | 11.61% | -- | 2026-06-30 |
| 4 | NTNX | Nutanix Inc | 4.14M | $210.8M | $300.8M | 18.81% | -- | 2026-06-30 |
| 5 | CBRS | Cerebras Systems Inc | 794.5K | $175.6M | $86.1M | 5.38% | -- | 2026-06-30 |
| 6 | ABSI | Absci Corporation | 5.71M | $66.2M | $54.0M | 3.38% | -- | 2026-06-30 |
| 7 | XNDU | Xanadu Quantum Technolo Ltd | 200.0K | $2.4M | $501K | 0.03% | -- | 2026-06-30 |
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