Artisan Partners Limited Partnership
Position in AMD — Advanced Micro Devices Inc
CIK 1466153
Milwaukee, WI
Position in AMD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$313,526,926
-$13,554,288 QoQ
Shares Held
1,541,203
+0.9% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.63412671789506.ToString("F0")%
Shared 0.ToString("F0")%
None 5.365873282104952.ToString("F0")%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Dec 31, 2023CallValue
$75,311,769
CallShares
510,900
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 Mar 31, 2026Artisan Partners Limited Partnership holds $3,342,336,425 across 16 Semiconductors names. AMD ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,054,574 | $635,911,198 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,192,157 | $402,889,458 | |
| 3 | NVDA |
Nvidia Corp
|
2,098,045 | $365,899,048 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
1,541,203 | $313,526,926 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
3,004,182 | $278,667,922 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,047,159 | $232,542,599 | |
| 7 | ADI |
Analog Devices Inc
|
644,781 | $205,130,627 | |
| 8 | MPWR |
Monolithic Power Systems Inc
|
150,873 | $164,956,994 |
All Filings in AMD
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,526,926 | 1,541,203 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $327,081,214 | 1,527,275 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $377,497,164 | 2,333,254 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $352,900,191 | 2,486,964 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $292,886,465 | 2,850,754 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $763,761,451 | 6,323,052 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,111,744,714 | 6,775,626 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $933,693,087 | 5,756,076 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,141,978,279 | 6,327,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,322,466,703 | 8,971,350 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $75,311,769 | 510,900 | Call | Sole | 2024-02-12 | |
| 2023-09-30 | $910,566,722 | 8,855,930 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,007,224,798 | 8,842,286 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,218,036,818 | 12,427,679 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $937,874,587 | 14,480,077 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $863,389,549 | 13,626,729 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $997,052,795 | 13,038,483 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,339,327,309 | 12,249,198 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $81,217,160 | 564,400 | Call | Sole | 2022-02-11 | |
| 2021-12-31 | $1,688,343,876 | 11,732,758 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,216,007,064 | 11,817,367 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,207,811,585 | 12,858,635 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $71,128,850 | 906,100 | Put | Sole | 2021-05-11 | |
| 2021-03-31 | $933,721,311 | 11,894,539 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,066,679,101 | 11,631,001 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $984,996,457 | 12,013,617 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $81,137,304 | 989,600 | Call | Sole | 2020-11-12 | |
| 2020-06-30 | $604,514,258 | 11,490,482 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $795,844,605 | 17,498,782 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||