Position in AMD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$58,116,560
+$39,848,546 QoQ
Shares Held
100,044
+11.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#445
of 3,967 holders
Holding Since
Sep 2023
9 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, 2026Covea Finance holds $374,641,935 across 10 Semiconductors names. AMD ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
591,189 | $118,291,007 | |
| 2 | AVGO |
Broadcom Inc.
|
205,568 | $77,653,312 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
100,044 | $58,116,560 | |
| 4 | ADI |
Analog Devices Inc
|
97,600 | $38,763,792 | |
| 5 | MU |
Micron Technology Inc
|
28,480 | $32,874,179 | |
| 6 | TXN |
Texas Instruments Inc
|
62,950 | $18,763,506 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
28,900 | $10,992,693 | |
| 8 | ON |
On Semiconductor Corp
|
103,613 | $9,795,573 |
All Filings in AMD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,116,560 | 100,044 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $18,268,014 | 89,800 | Shares | Sole | 2026-04-15 | |
| 2025-03-31 | $2,680,486 | 26,090 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,962,980 | 74,203 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $29,403,628 | 179,203 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $21,358,190 | 131,670 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $13,338,211 | 73,900 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $15,242,194 | 103,400 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $11,814,018 | 114,900 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||