NorthCoast Asset Management LLC

Position in AMD — Advanced Micro Devices Inc

CIK 1665198 STAMFORD, CT

Position in AMD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$85,225,306

+$33,189,743 QoQ

Shares Held

146,710

-42.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

2.65%

of 13F equity value

Holder Rank

#383

of 3,967 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NorthCoast Asset Management LLC holds $468,676,951 across 14 Semiconductors names. AMD ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	905,564	$181,194,300
2	AMD	Advanced Micro Devices Inc This page	146,710	$85,225,306
3	AVGO	Broadcom Inc.	181,657	$68,620,931
4	MU	Micron Technology Inc	58,337	$67,337,815
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	59,520	$28,424,966
6	TXN	Texas Instruments Inc	80,176	$23,898,060
7	INTC	Intel Corp	43,266	$6,041,231
8	ADI	Analog Devices Inc	5,533	$2,197,541

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,225,306	146,710	-42.6%	Shares	Sole	2026-08-12
2026-03-31	$52,035,563	255,791	+201.6%	Shares	Sole	2026-05-13
2025-12-31	$18,163,980	84,815	-95.3%	Shares	Sole	2026-02-20
2025-09-30	$292,175,428	1,805,893	-2.1%	Shares	Sole	2025-11-10
2025-06-30	$261,622,732	1,843,712	+2.9%	Shares	Sole	2025-08-14
2025-03-31	$184,107,203	1,791,972	+22.7%	Shares	Sole	2025-05-19
2024-12-31	$176,422,129	1,460,569	+1045.1%	Shares	Sole	2025-08-25
2024-09-30	$20,929,224	127,555	+66.1%	Shares	Sole	2024-11-15
2024-06-30	$12,460,323	76,816	+1349.1%	Shares	Sole	2024-08-14
2024-03-31	$956,777	5,301	+179.0%	Shares	Sole	2024-05-14
2023-12-31	$280,079	1,900	-63.1%	Shares	Sole	2024-02-07
2023-03-31	$504,065	5,143	+44.5%	Shares	Sole	2023-05-11
2022-12-31	$230,581	3,560	+25.5%	Shares	Sole	2023-01-19
2022-06-30	$216,868	2,836	-21.6%	Shares	Sole	2022-08-02
2022-03-31	$395,373	3,616	+43.4%	Shares	Sole	2022-04-22
2021-12-31	$362,915	2,522	+0.1%	Shares	Sole	2022-02-04
2021-09-30	$259,308	2,520	0.0%	Shares	Sole	2021-10-28
2021-06-30	$236,703	2,520	-0.1%	Shares	Sole	2021-08-04
2020-12-31	$231,292	2,522	0.0%	Shares	Sole	2021-02-12
2020-09-30	$206,778	2,522	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.