Position in AMD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$41,293,987
+$27,592,367 QoQ
Shares Held
71,085
+5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#543
of 3,983 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Jun 30, 2025CallValue
$155
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $1,088,224,090 across 34 Semiconductors names. AMD ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,836,315 | $567,518,268 | |
| 2 | AVGO |
Broadcom Inc.
|
665,884 | $251,537,681 | |
| 3 | MU |
Micron Technology Inc
|
58,236 | $67,221,232 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
71,085 | $41,293,987 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
65,597 | $31,327,159 | |
| 6 | QCOM |
Qualcomm Inc/De
|
153,479 | $28,361,384 | |
| 7 | INTC |
Intel Corp
|
175,809 | $24,548,210 | |
| 8 | TXN |
Texas Instruments Inc
|
57,763 | $17,217,417 |
All Filings in AMD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,293,987 | 71,085 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $13,701,620 | 67,353 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,182,190 | 61,553 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,398,381 | 58,090 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,656,924 | 53,960 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $155 | 5,000 | Call | Sole | 2025-07-25 | |
| 2025-03-31 | $4,706,622 | 45,811 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,432,087 | 61,529 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $9,388,001 | 57,216 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,634,113 | 53,228 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,902,488 | 49,324 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,271,764 | 56,114 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,089,665 | 39,775 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,245,995 | 37,275 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,667,632 | 37,421 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,386,580 | 36,847 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,389,316 | 53,493 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,038,839 | 52,816 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,571,966 | 50,960 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,771,331 | 26,208 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $2,099,899 | 22,356 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $400,978 | 5,108 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $525,039 | 5,725 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||