Mengis Capital Management, Inc.
Position in AMD — Advanced Micro Devices Inc
CIK 1609674
PORTLAND, OR
Position in AMD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,576,736
+$3,607,534 QoQ
Shares Held
9,600
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#1,278
of 3,969 holders
Holding Since
Mar 2020
26 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, 2026Mengis Capital Management, Inc. holds $36,208,605 across 7 Semiconductors names. AMD ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
46,555 | $13,868,268 | |
| 2 | QCOM |
Qualcomm Inc/De
|
65,488 | $12,101,527 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
9,600 | $5,576,736 | |
| 4 | INTC |
Intel Corp
|
16,811 | $2,347,319 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,226 | $1,540,640 | |
| 6 | ADI |
Analog Devices Inc
|
1,050 | $417,028 | |
| 7 | TXN |
Texas Instruments Inc
|
1,198 | $357,087 |
All Filings in AMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,576,736 | 9,600 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,969,202 | 9,680 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,094,484 | 9,780 | Shares | Sole | 2026-03-05 | |
| 2025-09-30 | $1,596,058 | 9,865 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,414,033 | 9,965 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,023,804 | 9,965 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,203,672 | 9,965 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,647,363 | 10,040 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,648,864 | 10,165 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,843,705 | 10,215 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,586,868 | 10,765 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,117,139 | 10,865 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,243,327 | 10,915 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,089,381 | 11,115 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $715,060 | 11,040 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $663,062 | 10,465 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $849,964 | 11,115 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,034,903 | 9,465 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,349,062 | 9,375 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,124,182 | 10,925 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,028,533 | 10,950 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $849,762 | 10,825 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,021,374 | 11,137 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $950,018 | 11,587 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $607,645 | 11,550 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,014,204 | 22,300 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||