Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$145,123,517
+$92,079,755 QoQ
Shares Held
249,821
-4.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#293
of 3,960 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $1,045,743,328 across 27 Semiconductors names. AMD ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,818,990 | $363,961,709 | |
| 2 | MU |
Micron Technology Inc
|
162,257 | $187,291,632 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
249,821 | $145,123,517 | |
| 4 | AVGO |
Broadcom Inc.
|
287,021 | $108,422,182 | |
| 5 | INTC |
Intel Corp
|
575,527 | $80,360,835 | |
| 6 | TXN |
Texas Instruments Inc
|
111,114 | $33,119,749 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
97,769 | $29,124,407 | |
| 8 | QCOM |
Qualcomm Inc/De
|
130,914 | $24,191,598 |
All Filings in AMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,123,517 | 249,821 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $53,043,762 | 260,747 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,490,569 | 259,108 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,273,665 | 230,383 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,648,777 | 230,083 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,614,480 | 229,847 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,912,294 | 239,360 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $38,064,426 | 231,987 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,966,287 | 209,397 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $36,980,054 | 204,887 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,590,641 | 200,737 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,986,227 | 184,655 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,451,907 | 144,429 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,646,422 | 139,235 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,237,707 | 127,184 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,764,472 | 154,111 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,795,650 | 154,252 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,811,243 | 153,752 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,170,330 | 112,372 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,227,110 | 109,107 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,092,684 | 107,449 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,342,195 | 106,270 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,774,904 | 95,681 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,885,880 | 96,181 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,086,387 | 96,681 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,180,612 | 91,922 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||