ZEVENBERGEN CAPITAL INVESTMENTS LLC
Position in AMD — Advanced Micro Devices Inc
CIK 1276918
EDMONDS, WA
Position in AMD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$239,093,842
+$125,230,410 QoQ
Shares Held
411,585
-26.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
13.39%
of 13F equity value
Holder Rank
#240
of 3,969 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026ZEVENBERGEN CAPITAL INVESTMENTS LLC holds $670,209,741 across 7 Semiconductors names. AMD ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
This page
|
411,585 | $239,093,842 | |
| 2 | MU |
Micron Technology Inc
|
173,965 | $200,806,059 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
78,604 | $108,659,025 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
108,665 | $51,895,143 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
89,657 | $26,707,923 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
60,965 | $21,616,360 | |
| 7 | QCOM |
Qualcomm Inc/De
|
115,977 | $21,431,389 |
All Filings in AMD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,093,842 | 411,585 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $113,863,432 | 559,718 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $117,891,439 | 550,483 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $95,460,791 | 590,029 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $84,570,839 | 595,989 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $90,595,001 | 881,789 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $126,104,760 | 1,044,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $167,987,729 | 1,023,816 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $169,810,997 | 1,046,859 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $196,831,745 | 1,090,541 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $151,404,516 | 1,027,098 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $108,207,459 | 1,052,397 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $120,343,295 | 1,056,477 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $86,147,261 | 878,964 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $33,126,616 | 511,450 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,801,600 | 60,000 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||