Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,143,884
+$1,980,875 QoQ
Shares Held
5,412
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,639
of 3,960 holders
Holding Since
Mar 2026
2 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, 2026Aureus Asset Management, LLC holds $196,960,762 across 11 Semiconductors names. AMD ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
156,049 | $58,947,509 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
111,481 | $53,239,981 | |
| 3 | NVDA |
Nvidia Corp
|
256,163 | $51,255,654 | |
| 4 | TXN |
Texas Instruments Inc
|
72,675 | $21,662,237 | |
| 5 | MU |
Micron Technology Inc
|
4,664 | $5,383,608 | |
| 6 | AMD |
Advanced Micro Devices Inc
This page
|
5,412 | $3,143,884 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
8,249 | $2,318,216 | |
| 8 | ADI |
Analog Devices Inc
|
790 | $313,764 |
All Filings in AMD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,143,884 | 5,412 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,163,009 | 5,717 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||