Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,059,622
+$9,228,841 QoQ
Shares Held
44,860
-45.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.17%
of 13F equity value
Holder Rank
#672
of 3,967 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SIRIOS CAPITAL MANAGEMENT L P holds $120,212,920 across 9 Semiconductors names. AMD ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
105,244 | $50,261,377 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
44,860 | $26,059,622 | |
| 3 | NVDA |
Nvidia Corp
|
86,282 | $17,264,165 | |
| 4 | ADI |
Analog Devices Inc
|
21,301 | $8,460,118 | |
| 5 | TXN |
Texas Instruments Inc
|
26,992 | $8,045,505 | |
| 6 | AVGO |
Broadcom Inc.
|
14,818 | $5,597,499 | |
| 7 | ON |
On Semiconductor Corp
|
18,244 | $1,724,787 | |
| 8 | ALGM |
Allegro Microsystems, Inc.
|
23,438 | $1,631,753 |
All Filings in AMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,059,622 | 44,860 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,830,781 | 82,735 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $15,114,984 | 70,578 | Shares | Other | 2026-02-13 | |
| 2024-06-30 | $16,016,777 | 98,741 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $12,749,994 | 70,641 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||