Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,464,667
+$27,723,272 QoQ
Shares Held
79,986
-13.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#513
of 3,960 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $816,227,509 across 25 Semiconductors names. AMD ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,443,734 | $288,876,736 | |
| 2 | AVGO |
Broadcom Inc.
|
350,604 | $132,440,661 | |
| 3 | MU |
Micron Technology Inc
|
102,693 | $118,537,502 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
240,719 | $114,960,172 | |
| 5 | AMD |
Advanced Micro Devices Inc
This page
|
79,986 | $46,464,667 | |
| 6 | INTC |
Intel Corp
|
201,768 | $28,172,865 | |
| 7 | QCOM |
Qualcomm Inc/De
|
127,861 | $23,627,434 | |
| 8 | ADI |
Analog Devices Inc
|
47,826 | $18,995,052 |
All Filings in AMD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,464,667 | 79,986 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,741,395 | 92,127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,983,055 | 93,309 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,916,624 | 110,740 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,664,908 | 110,394 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,827,910 | 124,858 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,656,796 | 30,274 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,468,351 | 8,949 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,518,609 | 9,362 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $733,329 | 4,063 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $352,751 | 2,393 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $231,858 | 2,255 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $332,844 | 2,922 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $270,997 | 2,765 | Shares | Other | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||