MARIETTA INVESTMENT PARTNERS LLC
Position in AMD — Advanced Micro Devices Inc
CIK 1114702
MILWAUKEE, WI
Position in AMD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,429,365
+$1,562,754 QoQ
Shares Held
4,182
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,828
of 3,960 holders
Holding Since
Mar 2020
26 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, 2026MARIETTA INVESTMENT PARTNERS LLC holds $53,417,022 across 9 Semiconductors names. AMD ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
139,270 | $27,866,534 | |
| 2 | AVGO |
Broadcom Inc.
|
22,597 | $8,536,016 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
13,764 | $6,573,273 | |
| 4 | MU |
Micron Technology Inc
|
2,955 | $3,410,926 | |
| 5 | SIMO |
Silicon Motion Technology CORP
|
8,051 | $2,683,639 | |
| 6 | AMD |
Advanced Micro Devices Inc
This page
|
4,182 | $2,429,365 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
4,603 | $1,251,785 | |
| 8 | TXN |
Texas Instruments Inc
|
1,500 | $447,105 |
All Filings in AMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,429,365 | 4,182 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $866,611 | 4,260 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $942,304 | 4,400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $626,936 | 3,875 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $544,896 | 3,840 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $394,521 | 3,840 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,131,802 | 9,370 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,557,939 | 9,495 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,540,183 | 9,495 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,720,069 | 9,530 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,702,880 | 11,552 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,337,791 | 13,011 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,700,220 | 14,926 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,736,345 | 17,716 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,054,066 | 16,274 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $968,520 | 15,286 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,555,469 | 72,649 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,350,904 | 58,084 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,602,431 | 18,085 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,686,222 | 16,387 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,255,374 | 13,365 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,020,892 | 13,005 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,192,688 | 13,005 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,101,945 | 13,440 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $757,320 | 14,395 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $270,378 | 5,945 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||