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Equibles

SUVRETTA CAPITAL MANAGEMENT, LLC

Position in AMD — Advanced Micro Devices Inc

CIK 1569064 New York, NY
Back to AMD Full portfolio

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$149,433,288
+$97,102,955 QoQ
Shares Held
257,240
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
3.17%
of 13F equity value
Holder Rank
#289
of 4,004 holders
Holding Since
Dec 2022
15 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

SUVRETTA CAPITAL MANAGEMENT, LLC holds $508,670,458 across 5 Semiconductors names. AMD ranks #1 (29.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMD
Advanced Micro Devices Inc
This page 		257,240 $149,433,288
2 TSM
Taiwan Semiconductor Manufacturing Co Ltd
 304,627 $145,480,716
3 NVDA
Nvidia Corp
 720,609 $144,186,654
4 CBRS
Cerebras Systems Inc.
 171,900 $37,989,900
5 AVGO
Broadcom Inc.
 83,600 $31,579,900

All Filings in AMD

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $149,433,288 257,240
2026-03-31 $52,330,333 257,240
2025-12-31 $83,431,596 389,576
2025-09-30 $64,521,690 398,799
2025-06-30 $56,589,578 398,799
2025-03-31 $41,507,781 404,008
2024-12-31 $40,756,357 337,415
2024-09-30 $56,866,026 346,575
2024-06-30 $56,124,335 345,998
2024-03-31 $61,673,252 341,699
2023-12-31 $49,156,517 333,468
2023-09-30 $71,615,158 696,510
2023-06-30 $42,215,843 370,607
2023-03-31 $61,051,997 622,916
2022-12-31 $31,332,876 483,756