Position in AMD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$77,560,198
+$42,161,344 QoQ
Shares Held
133,515
-23.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#395
of 3,969 holders
Holding Since
Jun 2022
17 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, 2026EULAV Asset Management holds $280,165,920 across 7 Semiconductors names. AMD ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
This page
|
133,515 | $77,560,198 | |
| 2 | MU |
Micron Technology Inc
|
53,506 | $61,761,440 | |
| 3 | NVDA |
Nvidia Corp
|
246,174 | $49,256,955 | |
| 4 | MPWR |
Monolithic Power Systems, Inc.
|
32,677 | $45,171,377 | |
| 5 | AVGO |
Broadcom Inc.
|
90,066 | $34,022,431 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
26,046 | $9,907,117 | |
| 7 | ON |
On Semiconductor Corp
|
26,300 | $2,486,402 |
All Filings in AMD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,560,198 | 133,515 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $35,398,854 | 174,010 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $41,549,181 | 194,010 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,843,370 | 203,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $32,353,200 | 228,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,931,560 | 194,000 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $27,056,960 | 224,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $29,534,400 | 180,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $20,114,040 | 124,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,561,250 | 125,000 | Shares | Sole | 2024-05-30 | |
| 2023-12-31 | $19,460,036 | 132,013 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,908,900 | 145,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,757,920 | 112,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,349,260 | 126,000 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $9,394,435 | 145,043 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,923,358 | 125,053 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $9,179,688 | 120,043 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||