Instuitional Investor - Advanced Micro Devices Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Space Exploration Technologies Corp	SPCX	3,309,470	$565,456,044	43.11%
2.	Sanmina Corp	SANM	1,151,052	$291,308,240	22.21%
3.	Nutanix Inc.	NTNX	4,136,789	$210,810,767	16.07%
4.	Cerebras Systems Inc		794,467	$175,577,207	13.38%
5.	Absci Corp	ABSI	5,714,285	$66,228,563	5.05%