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AMD's $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next
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AMD's $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next
On August 14, 2026, Advanced Micro Devices (NASDAQ:AMD) filed its first-ever 13F, pulling back the curtain on a $1.31 billion equity portfolio concentrated in just six positions. SpaceX Class A shares dominate the book, with AMD’s $565.5 million stake accounting for 43.1% of the portfolio. Three holdings are private and inaccessible to retail investors. The ... AMD’s $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Land…
·Lakewood, United States
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