Position in AMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,831,247
+$3,715,173 QoQ
Shares Held
13,481
-40.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,095
of 3,969 holders
Holding Since
Mar 2022
6 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, 2026MARSICO CAPITAL MANAGEMENT LLC holds $716,942,391 across 7 Semiconductors names. AMD ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
539,035 | $257,426,944 | |
| 2 | NVDA |
Nvidia Corp
|
1,208,149 | $241,738,533 | |
| 3 | MU |
Micron Technology Inc
|
152,017 | $175,471,702 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
43,726 | $16,632,058 | |
| 5 | AVGO |
Broadcom Inc.
|
24,273 | $9,169,125 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,460 | $8,672,782 | |
| 7 | AMD |
Advanced Micro Devices Inc
This page
|
13,481 | $7,831,247 |
All Filings in AMD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,831,247 | 13,481 | Shares | Sole | 2026-08-13 | |
| 2024-03-31 | $4,116,074 | 22,805 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,044,930 | 27,440 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $75,412,520 | 662,036 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,626,264 | 57,405 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $6,175,741 | 56,482 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||