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Equibles

SCGE MANAGEMENT, L.P.

Position in AMD — Advanced Micro Devices Inc

CIK 1537530 MENLO PARK, CA
Back to AMD Full portfolio

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$64,771,465
-$188,997,475 QoQ
Shares Held
111,500
-92.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#434
of 3,989 holders
Holding Since
Jun 2023
5 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, 2026

SCGE MANAGEMENT, L.P. holds $748,939,967 across 4 Semiconductors names. AMD ranks #3 (8.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 2,374,600 $475,133,714
2 AVGO
Broadcom Inc.
 486,400 $183,737,600
3 AMD
Advanced Micro Devices Inc
This page 		111,500 $64,771,465
4 MPWR
Monolithic Power Systems, Inc.
 18,300 $25,297,188

All Filings in AMD

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $64,771,465 111,500
2024-03-31 $253,768,940 1,406,000
2023-12-31 $207,258,460 1,406,000
2023-09-30 $144,564,920 1,406,000
2023-06-30 $160,157,460 1,406,000