Position in AMD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,341,858
-$3,701,630 QoQ
Shares Held
90,163
-12.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $467,172,095 across 32 Semiconductors names. AMD ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,280,124 | $223,253,625 | |
| 2 | AVGO |
Broadcom Inc.
|
278,487 | $86,194,511 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
120,245 | $40,636,797 | |
| 4 | MU |
Micron Technology Inc
|
73,602 | $24,865,699 | |
| 5 | AMD |
Advanced Micro Devices Inc
This page
|
90,163 | $18,341,858 | |
| 6 | TXN |
Texas Instruments Inc
|
72,821 | $14,137,468 | |
| 7 | ADI |
Analog Devices Inc
|
35,446 | $11,276,790 | |
| 8 | QCOM |
Qualcomm Inc/De
|
52,343 | $6,740,731 |
All Filings in AMD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,341,858 | 90,163 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,043,488 | 102,930 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,064,057 | 80,747 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,189,980 | 71,811 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $6,315,941 | 61,475 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,966,139 | 32,835 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $10,200,689 | 62,169 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $9,655,550 | 59,525 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $10,359,765 | 57,398 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $8,536,365 | 57,909 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $5,721,933 | 55,650 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,599,669 | 31,601 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $5,649,688 | 57,644 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,559,467 | 24,077 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,418,947 | 22,395 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,777,162 | 23,240 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,046,892 | 37,012 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,527,237 | 31,461 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,328,076 | 42,061 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,530,452 | 37,586 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,461,446 | 31,356 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,696,474 | 62,114 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,676,481 | 32,644 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||