Position in AMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,525,035
+$3,650,835 QoQ
Shares Held
9,511
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,282
of 3,969 holders
Holding Since
Dec 2021
19 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, 2026L2 Asset Management, LLC holds $68,379,826 across 15 Semiconductors names. AMD ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
134,011 | $26,814,260 | |
| 2 | AVGO |
Broadcom Inc.
|
26,729 | $10,096,879 | |
| 3 | QCOM |
Qualcomm Inc/De
|
47,752 | $8,824,092 | |
| 4 | MU |
Micron Technology Inc
|
6,705 | $7,739,514 | |
| 5 | AMD |
Advanced Micro Devices Inc
This page
|
9,511 | $5,525,035 | |
| 6 | INTC |
Intel Corp
|
23,444 | $3,273,485 | |
| 7 | TXN |
Texas Instruments Inc
|
5,204 | $1,551,156 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
4,988 | $1,485,875 |
All Filings in AMD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,525,035 | 9,511 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,874,200 | 9,213 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,792,090 | 8,368 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,227,662 | 7,588 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,026,788 | 7,236 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $712,604 | 6,936 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $757,232 | 6,269 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,047,158 | 6,382 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $997,591 | 6,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,001,719 | 5,550 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $824,464 | 5,593 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,786 | 66 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $471,359 | 4,138 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $374,300 | 3,819 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $236,734 | 3,655 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $204,779 | 3,232 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $216,563 | 2,832 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $305,933 | 2,798 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $249,522 | 1,734 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||