Baker Avenue Asset Management, LP
Position in AMD — Advanced Micro Devices Inc
CIK 1432529
SAN FRANCISCO, CA
Position in AMD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$80,066,244
+$51,681,250 QoQ
Shares Held
137,829
-1.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#98
of 2,230 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Jun 30, 2023CallValue
$911
CallShares
8,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $510,222,250 across 20 Semiconductors names. AMD ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,283,930 | $256,901,553 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
137,829 | $80,066,244 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
205,260 | $61,144,901 | |
| 4 | AVGO |
Broadcom Inc.
|
75,553 | $28,540,145 | |
| 5 | INTC |
Intel Corp
|
156,882 | $21,905,433 | |
| 6 | TXN |
Texas Instruments Inc
|
70,812 | $21,106,932 | |
| 7 | QCOM |
Qualcomm Inc/De
|
106,160 | $19,617,306 | |
| 8 | MU |
Micron Technology Inc
|
4,939 | $5,701,038 |
All Filings in AMD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,066,244 | 137,829 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $28,384,994 | 139,532 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,983,430 | 130,666 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,504,803 | 132,918 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,754,996 | 82,840 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,611,666 | 83,820 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,183,200 | 84,305 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,817,340 | 84,211 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $14,143,738 | 87,194 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $16,766,257 | 92,893 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,414,310 | 91,000 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $10,057,235 | 97,814 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,075,355 | 97,229 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $911 | 8,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $13,706,502 | 139,848 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $6,119,793 | 94,485 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,412,370 | 132,771 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $815,170 | 10,660 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,326,184 | 12,129 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,062,701 | 7,385 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||