Let’s Talk 13Fs
April 15th may be Tax Day but tomorrow, May 15, is the last day for companies to submit their 13F filings for the end of the March 2026 quarter.
Advanced Micro Devices’ ($AMD) 13F filing showed it owned 65,516 shares of Marvell ($MRVL) valued at roughly $6.5 million at the end of March. The filing also revealed AMD retained positions in Sanmina ($SANM), with 1.15 million shares, and ABSCI ($ABSI), where it held 5.71 million shares. In addition, AMD disclosed a new position in Xanadu Quantum Technologies ($XNDU) valued at approximately $1.5 million.
Amazon’s ($AMZN) recent filing earlier this month showed it held shares in Astera Lab ($ALAB), Beta Technologies ($BETA), Marvell ($MRVL), Nautilus Biotechnology ($NAUT), and Rivian (RIVN).
Looking at the SEC’s EDGAR website, Nvidia ($NVDA) has yet to post its 13F and in some respects that may be one of the more interesting ones.
The thing I wonder about is how many investors are tracking these public company investments when they think about their price targets and valuation framework. My gut say “probably not many” and that’s probably because against Amazon’s market cap near $2.9 trillion, its $2.66 billion investment in those five companies is peanuts.
It’s also interesting and confirming at the same time to see AMD and Amazon owning MRVL shares.
Boy I would love me some of those peanuts.
Position: The Street Pro Portfolio is long AMZN, MRVL, NVDA shares.
