MARATHON CAPITAL MANAGEMENT
Position in AMD — Advanced Micro Devices Inc
CIK 1213206
Hunt Valley, MD
Position in AMD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,395,672
+$1,348,211 QoQ
Shares Held
4,124
-19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,833
of 3,960 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARATHON CAPITAL MANAGEMENT holds $18,371,403 across 9 Semiconductors names. AMD ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCOM |
Qualcomm Inc/De
|
28,075 | $5,187,979 | |
| 2 | MU |
Micron Technology Inc
|
2,695 | $3,110,811 | |
| 3 | MXL |
Maxlinear, Inc
|
20,000 | $2,560,600 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
4,124 | $2,395,672 | |
| 5 | NVDA |
Nvidia Corp
|
11,415 | $2,284,027 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
10,100 | $1,544,896 | |
| 7 | AVGO |
Broadcom Inc.
|
1,889 | $713,569 | |
| 8 | TXN |
Texas Instruments Inc
|
1,185 | $353,212 |
All Filings in AMD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,395,672 | 4,124 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,047,461 | 5,149 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,102,709 | 5,149 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $833,056 | 5,149 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $730,643 | 5,149 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $529,008 | 5,149 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $621,947 | 5,149 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $840,745 | 5,124 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $831,164 | 5,124 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $924,830 | 5,124 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $755,328 | 5,124 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $542,272 | 5,274 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $600,761 | 5,274 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $516,904 | 5,274 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $341,596 | 5,274 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $492,560 | 7,774 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $594,477 | 7,774 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,115,081 | 7,749 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $792,330 | 7,700 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $723,261 | 7,700 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||