SeaBridge Investment Advisors LLC
Position in AMD — Advanced Micro Devices Inc
CIK 1304229
SUMMIT, NJ
Position in AMD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$15,945,979
+$10,401,698 QoQ
Shares Held
27,450
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
#829
of 3,969 holders
Holding Since
Dec 2024
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, 2026SeaBridge Investment Advisors LLC holds $92,236,169 across 10 Semiconductors names. AMD ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
63,532 | $30,340,977 | |
| 2 | MU |
Micron Technology Inc
|
19,686 | $22,723,352 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
27,450 | $15,945,979 | |
| 4 | AVGO |
Broadcom Inc.
|
24,303 | $9,180,458 | |
| 5 | NVDA |
Nvidia Corp
|
26,997 | $5,401,829 | |
| 6 | INTC |
Intel Corp
|
22,537 | $3,146,841 | |
| 7 | ALAB |
Astera Labs, Inc.
|
5,761 | $2,782,678 | |
| 8 | TXN |
Texas Instruments Inc
|
7,122 | $2,122,854 |
All Filings in AMD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,945,979 | 27,450 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,544,281 | 27,254 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,750,711 | 22,183 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,677,001 | 22,727 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $458,904 | 3,234 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $353,322 | 3,439 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $415,396 | 3,439 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||