Position in AMD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$40,372,664
+$24,609,688 QoQ
Shares Held
69,499
-10.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#544
of 3,969 holders
Holding Since
Dec 2020
23 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, 2026LYELL WEALTH MANAGEMENT, LP holds $210,535,127 across 10 Semiconductors names. AMD ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
576,081 | $115,268,047 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
69,499 | $40,372,664 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
66,578 | $31,795,655 | |
| 4 | AVGO |
Broadcom Inc.
|
46,015 | $17,382,166 | |
| 5 | MU |
Micron Technology Inc
|
2,880 | $3,324,355 | |
| 6 | TXN |
Texas Instruments Inc
|
3,111 | $927,295 | |
| 7 | INTC |
Intel Corp
|
5,250 | $733,057 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,476 | $272,750 |
All Filings in AMD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,372,664 | 69,499 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,762,976 | 77,486 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,573,199 | 77,387 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,811,179 | 79,184 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,309,257 | 86,746 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $9,322,319 | 90,737 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,673,608 | 88,365 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $14,314,339 | 87,240 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $13,886,960 | 85,611 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,658,761 | 75,676 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $11,137,415 | 75,554 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $7,575,160 | 73,674 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $7,684,368 | 67,460 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,846,492 | 59,652 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,222,890 | 49,759 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,576,798 | 56,452 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,978,887 | 52,032 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,653,619 | 42,561 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $868,868 | 6,038 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $609,270 | 5,921 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $572,597 | 6,096 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $412,203 | 5,251 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $306,494 | 3,342 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||