Position in AMD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$239,429,583
+$32,028,259 QoQ
Shares Held
1,176,963
+21.5% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
5.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026EMINENCE CAPITAL, LP holds $381,933,973 across 2 Semiconductors names. AMD ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
This page
|
1,176,963 | $239,429,583 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
421,673 | $142,504,390 |
All Filings in AMD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,429,583 | 1,176,963 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $207,401,324 | 968,441 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $241,642,263 | 1,493,555 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $200,946,292 | 1,416,112 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $160,974,778 | 1,566,817 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $124,140,956 | 1,027,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $109,320,433 | 666,263 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $107,289,587 | 661,424 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $70,857,125 | 392,582 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $104,880,151 | 711,486 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||