Lagoda Investment Management, L.P.

Position in AMD — Advanced Micro Devices Inc

CIK 1632108 NEW YORK, NY

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,354,720

+$8,019,344 QoQ

Shares Held

17,825

+55.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.69%

of 13F equity value

Holder Rank

#993

of 3,969 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Lagoda Investment Management, L.P. holds $33,611,555 across 3 Semiconductors names. AMD ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	27,520	$13,142,726
2	AMD	Advanced Micro Devices Inc This page	17,825	$10,354,720
3	ARM	Arm Holdings PLC /Uk	28,525	$10,114,109

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,354,720	17,825	+55.3%	Shares	Sole	2026-08-14
2026-03-31	$2,335,376	11,480	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.