13F-HR: AMD Discloses Q4 2025 Equity Holdings

Advanced Micro Devices Inc. has filed its Form 13F-HR, revealing its equity holdings as of December 31, 2025, totaling $192.7 million across two companies.

Summary

• Advanced Micro Devices Inc. (AMD) filed its Form 13F-HR, disclosing its institutional investment holdings as of December 31, 2025.
• The total market value of the holdings reported is $192,681,229.
• AMD reported two equity positions:
• ABSCI CORPORATION (Common Stock): 5,714,285 shares with a market value of $19,942,855.
• SANMINA CORPORATION (Common Stock): 1,151,052 shares with a market value of $172,738,374.
• All reported holdings show sole investment discretion.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral disclosure. It provides transparency into AMD's investment portfolio but does not offer new insights into its core operational performance or strategic direction.

Positives

• The filing provides transparency into AMD's institutional investment portfolio.
• Disclosure of holdings in two companies, Absi Corporation and Sanmina Corporation, indicates strategic investments or treasury management.

Negatives

• The filing itself does not contain negative information about AMD's operational performance or financial health, as it is a disclosure of investment holdings.

Risks

• The value of the disclosed equity holdings is subject to market fluctuations, which could impact AMD's overall asset value.
• Concentration in two specific companies (Absi Corporation and Sanmina Corporation) could expose the portfolio to company-specific risks.

Future Outlook

This Form 13F-HR filing is a historical snapshot of equity holdings as of December 31, 2025, and does not contain forward-looking statements or guidance regarding future investment strategies or company performance.

Management Comments

• Jean Hu, Executive Vice President, Chief Financial Officer, and Treasurer, signed the report on behalf of Advanced Micro Devices Inc., representing that the information is true, correct, and complete.

Industry Context

StockSavvy.ai notes that as a major technology company, AMD's 13F filing primarily reflects its treasury management or strategic investment activities rather than its core semiconductor business. The disclosed holdings in Absi Corporation (a biotechnology company) and Sanmina Corporation (an electronics manufacturing services provider) suggest diversification or specific strategic interests outside of its primary industry.

Comparison to Industry Standards

• StockSavvy.ai observes that institutional investors typically file 13F reports quarterly to disclose their equity holdings. AMD's filing is standard in its format and disclosure requirements for such reports.
• The specific holdings in Absi Corporation and Sanmina Corporation are unique to AMD's portfolio and do not directly compare to the core business holdings of other semiconductor giants like Intel or Nvidia, which would typically focus on their own industry's ecosystem.

Stakeholder Impact

• Shareholders gain transparency into a portion of AMD's asset allocation and investment strategy.
• The disclosed companies, Absi Corporation and Sanmina Corporation, may see increased investor interest or scrutiny due to AMD's reported stake.

Key Dates

Keywords

Advanced Micro Devices, AMD, 13F, Holdings Report, Institutional Investment, Equity Holdings, ABSCI Corporation, SANMINA Corporation, Portfolio Disclosure, SEC Filing