TRAN CAPITAL MANAGEMENT, L.P.
Position in AMD — Advanced Micro Devices Inc
CIK 1009262
SAN RAFAEL, CA
Position in AMD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,750,281
+$962,194 QoQ
Shares Held
3,013
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,061
of 3,969 holders
Holding Since
Jun 2024
9 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, 2026TRAN CAPITAL MANAGEMENT, L.P. holds $193,172,249 across 6 Semiconductors names. AMD ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARM |
Arm Holdings PLC /Uk
|
241,540 | $85,642,837 | |
| 2 | NVDA |
Nvidia Corp
|
291,411 | $58,308,426 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
68,614 | $32,767,987 | |
| 4 | MU |
Micron Technology Inc
|
12,221 | $14,106,578 | |
| 5 | AMD |
Advanced Micro Devices Inc
This page
|
3,013 | $1,750,281 | |
| 6 | TXN |
Texas Instruments Inc
|
2,000 | $596,140 |
All Filings in AMD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,750,281 | 3,013 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $788,087 | 3,874 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $829,655 | 3,874 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $626,774 | 3,874 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $549,720 | 3,874 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $408,288 | 3,974 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $441,970 | 3,659 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $600,368 | 3,659 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $481,439 | 2,968 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||