&PARTNERS

Position in AMD — Advanced Micro Devices Inc

CIK 107136 NASHVILLE, TN

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$70,340,649

+$45,925,795 QoQ

Shares Held

121,087

+0.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#414

of 3,969 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

&PARTNERS holds $1,640,239,495 across 37 Semiconductors names. AMD ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	2,989,211	$598,111,228
2	AVGO	Broadcom Inc.	956,184	$361,198,506
3	MU	Micron Technology Inc	214,598	$247,708,325
4	ADI	Analog Devices Inc	218,626	$86,831,688
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	151,689	$72,442,115
6	AMD	Advanced Micro Devices Inc This page	121,087	$70,340,649
7	QCOM	Qualcomm Inc/De	285,912	$52,833,678
8	MRVL	Marvell Technology, Inc.	123,062	$36,658,939

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,340,649	121,087	+0.9%	Shares	Sole	2026-08-14
2026-03-31	$24,414,854	120,016	+7.8%	Shares	Sole	2026-05-15
2025-12-31	$23,845,431	111,344	+9.4%	Shares	Sole	2026-02-17
2025-09-30	$16,460,029	101,737	+9.9%	Shares	Sole	2025-11-14
2025-06-30	$13,133,412	92,554	+48.3%	Shares	Sole	2025-08-14
2025-03-31	$6,413,133	62,421	+7.9%	Shares	Sole	2025-05-15
2024-12-31	$6,990,479	57,873	+62.7%	Shares	Sole	2025-02-14
2024-09-30	$5,836,161	35,569	+168.1%	Shares	Sole	2024-11-14
2024-06-30	$2,151,877	13,266	+77.5%	Shares	Sole	2024-07-24
2024-03-31	$1,348,982	7,474	—	Shares	Sole	2024-04-11
No filing history on record for this holder in this stock.