Position in AMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,608,905
+$7,558,004 QoQ
Shares Held
19,984
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#938
of 3,969 holders
Holding Since
Mar 2020
26 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, 2026Morse Asset Management, Inc holds $125,957,194 across 14 Semiconductors names. AMD ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
193,754 | $38,768,237 | |
| 2 | MU |
Micron Technology Inc
|
26,154 | $30,189,300 | |
| 3 | AVGO |
Broadcom Inc.
|
66,343 | $25,061,068 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
27,670 | $13,214,361 | |
| 5 | AMD |
Advanced Micro Devices Inc
This page
|
19,984 | $11,608,905 | |
| 6 | ALAB |
Astera Labs, Inc.
|
10,125 | $4,890,577 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,162 | $1,121,150 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
3,510 | $986,415 |
All Filings in AMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,608,905 | 19,984 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,050,901 | 19,913 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,039,700 | 18,863 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,739,614 | 23,114 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,249,824 | 15,855 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $397,090 | 3,865 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,054,175 | 25,285 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,273,627 | 26,046 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $4,807,742 | 29,639 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,442,685 | 41,236 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,944,632 | 47,111 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,985,741 | 48,490 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,478,273 | 48,093 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,151,801 | 42,361 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,087,278 | 32,226 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,119,138 | 33,446 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,996,553 | 39,186 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,777,806 | 34,551 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,374,913 | 44,301 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,713,437 | 45,806 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,980,001 | 42,372 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,409,973 | 56,178 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,119,716 | 66,729 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,335,089 | 65,070 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,280,759 | 62,360 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,218,514 | 48,780 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||