Key Takeaways
- AMD’s latest 13F filing revealed ownership of 65,516 shares in Marvell Technology (MRVL), worth approximately $6.5M at quarter-end
- Based on current market valuations, AMD’s MRVL position has appreciated to roughly $10.7M
- Marvell shares climbed 3% in premarket action following the disclosure and have surged 93%+ year-to-date
- AMD’s portfolio also includes stakes in Sanmina (SANM), Absci (ABSI), and a fresh position in Xanadu Quantum Technologies (XNDU)
- AMD shares themselves advanced 2.4% premarket and have rallied over 109% this year
Advanced Micro Devices revealed a position in Marvell Technology (MRVL) via its quarterly 13F filing released on Tuesday, driving MRVL shares 3% higher during Wednesday’s premarket session.
Marvell Technology, Inc., MRVL
According to the regulatory document, AMD owned 65,516 shares of MRVL as of March 31st, representing a value of roughly $6.5 million at that time. With Marvell’s subsequent price appreciation, the investment has grown to approximately $10.7 million in value.
MRVL has demonstrated exceptional momentum this year, advancing more than 93% year-to-date prior to Wednesday’s trading activity.
The quarterly filing additionally showed that AMD retained its holdings in Sanmina (SANM) at 1.15 million shares and Absci (ABSI) with 5.71 million shares.
AMD introduced a fresh investment in Xanadu Quantum Technologies (XNDU), with the position valued at approximately $1.5 million. XNDU shares responded with a 1.7% premarket gain and have climbed 31.4% year-to-date.
AMD Stock Performance and Metrics
AMD shares advanced 2.4% during premarket trading Wednesday morning and have skyrocketed more than 109% since the beginning of the year, establishing it as among the top performers in the semiconductor sector.
The chipmaker currently trades at a P/E multiple of 146.98, approaching its 52-week peak of 149.24, indicating premium valuation levels compared to earnings.
GuruFocus assigns AMD a GF Score of 83 out of 100, complemented by an impressive Financial Strength rating of 9/10 and a maximum Growth score of 10/10.
However, insider transaction patterns reveal a different story. Company insiders have offloaded $54.6 million in shares during the previous three-month period, while no insider buying activity was registered during the same timeframe.
AMD commands a market capitalization of roughly $730.98 billion.
Understanding the 13F Disclosure
13F forms are mandatory quarterly reports filed with the SEC by institutional investment managers overseeing portfolios exceeding $100 million in qualifying securities. These documents capture holdings data from the conclusion of the previous quarter.
AMD’s recent filing documents its investment positions as of March 31, 2026. While the Marvell investment represents a relatively modest dollar amount, it captured market attention due to the prominence of both semiconductor companies.
The Xanadu Quantum Technologies holding marked a brand new entry in AMD’s publicly disclosed portfolio, carrying a value near $1.5 million at the filing date.
MVRL completed its previous trading session before the filing became public, then experienced upward price movement in premarket hours once AMD’s ownership stake was revealed.
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