Position in AMD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,414,854
+$569,423 QoQ
Shares Held
120,016
+7.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026&PARTNERS holds $1,041,141,769 across 30 Semiconductors names. AMD ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,643,834 | $461,084,649 | |
| 2 | AVGO |
Broadcom Inc.
|
883,594 | $273,481,178 | |
| 3 | MU |
Micron Technology Inc
|
193,267 | $65,293,323 | |
| 4 | ADI |
Analog Devices Inc
|
200,642 | $63,832,245 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
131,020 | $44,278,209 | |
| 6 | QCOM |
Qualcomm Inc/De
|
290,530 | $37,414,453 | |
| 7 | AMD |
Advanced Micro Devices Inc
This page
|
120,016 | $24,414,854 | |
| 8 | TXN |
Texas Instruments Inc
|
92,062 | $17,872,916 |
All Filings in AMD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,414,854 | 120,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,845,431 | 111,344 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,460,029 | 101,737 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,133,412 | 92,554 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,413,133 | 62,421 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,990,479 | 57,873 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,836,161 | 35,569 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,151,877 | 13,266 | 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. | ||||||