SRS Investment Management, LLC

Position in AMD — Advanced Micro Devices Inc

CIK 1503174 New York, NY

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$503,863,906

+$210,405,553 QoQ

Shares Held

867,370

-39.9% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

4.72%

of 13F equity value

Holder Rank

#146

of 3,989 holders

Holding Since

Mar 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SRS Investment Management, LLC holds $1,828,825,509 across 4 Semiconductors names. AMD ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd	2,573,808	$699,947,085
2	AMD	Advanced Micro Devices Inc This page	867,370	$503,863,906
3	NVDA	Nvidia Corp	2,500,000	$500,225,000
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	261,301	$124,789,518

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,863,906	867,370	-39.9%	Shares	Sole	2026-08-14
2026-03-31	$293,458,353	1,442,552	-11.8%	Shares	Sole	2026-05-15
2025-12-31	$350,286,520	1,635,630	+42.1%	Shares	Sole	2026-02-17
2025-09-30	$186,285,814	1,151,405	-46.6%	Shares	Sole	2025-11-14
2024-03-31	$389,027,063	2,155,394	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.