Key Points
- AMD’s 13F filing revealed ownership of 65,516 Marvell (MRVL) shares, worth approximately $6.5M at quarter-end
- Current market pricing values AMD’s MRVL position at roughly $10.7M
- Marvell shares climbed 3% in premarket activity after the disclosure, extending YTD gains beyond 93%
- AMD’s portfolio also includes Sanmina (SANM), Absci (ABSI), and a fresh position in Xanadu Quantum Technologies (XNDU)
- AMD shares advanced 2.4% premarket and have climbed more than 109% year-to-date
AMD revealed an investment position in Marvell Technology (MRVL) via its quarterly 13F filing submitted Tuesday, propelling 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 31, representing approximately $6.5 million in value at that time. Using Marvell’s current market price, AMD’s holding has appreciated to about $10.7 million.
MRVL has delivered impressive returns this year, climbing more than 93% year-to-date prior to Wednesday’s trading.
The regulatory filing also confirmed AMD retained its existing holdings in Sanmina (SANM) with 1.15 million shares and Absci (ABSI) with 5.71 million shares.
AMD additionally revealed a fresh investment in Xanadu Quantum Technologies (XNDU), valued at approximately $1.5 million. XNDU shares rose 1.7% in premarket action following the disclosure and have advanced 31.4% year-to-date.
AMD Stock Performance
AMD shares advanced 2.4% in Wednesday’s premarket session and have rocketed more than 109% year-to-date, establishing it as one of the semiconductor sector’s top performers in 2026.
The chip maker trades at a P/E ratio of 146.98, approaching its 52-week peak of 149.24, indicating elevated valuation multiples relative to earnings.
GuruFocus assigns AMD a GF Score of 83 out of 100, complemented by a Financial Strength rating of 9/10 and a Growth rating of 10/10.
However, insider transaction patterns show significant selling pressure. Company insiders offloaded $54.6 million in AMD stock during the past three months, with zero insider buying activity recorded during the same timeframe.
AMD currently maintains a market capitalization of approximately $730.98 billion.
Understanding the 13F Disclosure
13F filings represent mandatory quarterly reports submitted to the SEC by institutional investment managers overseeing more than $100 million in eligible securities. These documents capture portfolio holdings at the conclusion of each calendar quarter.
AMD’s latest filing detailed its investment positions as of March 31, 2026. While the Marvell stake represents a relatively modest dollar amount, it garnered considerable attention due to both companies’ prominence in the technology sector.
The Xanadu Quantum Technologies investment marked a new entry in AMD’s public holdings, carrying an initial value of approximately $1.5 million at the filing date.
MRVL completed its previous trading session before AMD’s filing became public, then rallied in premarket hours once investors learned of the chip giant’s investment position.
