Connective Capital Management, LLC
Position in AMD — Advanced Micro Devices Inc
CIK 1543568
PALO ALTO, CA
Position in AMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,080,711
+$6,834,561 QoQ
Shares Held
12,189
+907.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.70%
of 13F equity value
Holder Rank
#1,145
of 3,969 holders
Holding Since
Mar 2025
4 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, 2026Connective Capital Management, LLC holds $34,589,827 across 8 Semiconductors names. AMD ranks #1 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
This page
|
12,189 | $7,080,711 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
13,191 | $6,299,625 | |
| 3 | NVDA |
Nvidia Corp
|
29,025 | $5,807,612 | |
| 4 | AVGO |
Broadcom Inc.
|
15,089 | $5,699,869 | |
| 5 | QCOM |
Qualcomm Inc/De
|
27,957 | $5,166,174 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
12,580 | $3,747,456 | |
| 7 | MU |
Micron Technology Inc
|
683 | $788,380 | |
| 8 | MOBX |
Mobix Labs, Inc
|
22,397 | $0 |
All Filings in AMD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,080,711 | 12,189 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $246,150 | 1,210 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $2,112,653 | 13,058 | Shares | Sole | 2025-11-17 | |
| 2025-03-31 | $2,153,635 | 20,962 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||