DSM CAPITAL PARTNERS LLC
Position in AMD — Advanced Micro Devices Inc
CIK 1214639
Palm Beach Gardens, FL
Position in AMD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$733,689
-$130,135,906 QoQ
Shares Held
1,263
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,713
of 3,969 holders
Holding Since
Dec 2023
7 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, 2026DSM CAPITAL PARTNERS LLC holds $1,560,541,546 across 12 Semiconductors names. AMD ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,702,822 | $940,987,653 | |
| 2 | AVGO |
Broadcom Inc.
|
1,414,647 | $534,382,904 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
158,437 | $75,664,758 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
19,046 | $4,964,149 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
2,941 | $876,094 | |
| 6 | AMD |
Advanced Micro Devices Inc
This page
|
1,263 | $733,689 | |
| 7 | INTC |
Intel Corp
|
4,931 | $688,515 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
1,940 | $687,865 |
All Filings in AMD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,689 | 1,263 | Shares | Sole | 2026-08-03 | |
| 2025-03-31 | $130,869,595 | 1,273,794 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $162,956,218 | 1,349,087 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $208,433,777 | 1,270,318 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $223,260,328 | 1,376,366 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $261,535,424 | 1,449,030 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $97,880 | 664 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||