Position in AMD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,887,776
+$3,118,749 QoQ
Shares Held
8,414
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#1,363
of 3,969 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HMS Capital Management, LLC holds $36,603,115 across 9 Semiconductors names. AMD ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
12,115 | $13,984,223 | |
| 2 | NVDA |
Nvidia Corp
|
41,317 | $8,267,118 | |
| 3 | AVGO |
Broadcom Inc.
|
13,537 | $5,113,601 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
8,414 | $4,887,776 | |
| 5 | QCOM |
Qualcomm Inc/De
|
7,705 | $1,423,806 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
3,147 | $1,197,024 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
763 | $1,054,740 | |
| 8 | SITM |
SITIME Corp
|
524 | $390,673 |
All Filings in AMD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,887,776 | 8,414 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,769,027 | 8,696 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,990,617 | 9,295 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,513,383 | 9,354 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,180,466 | 8,319 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $902,468 | 8,784 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||