Position in AMD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,904,704
+$37,571,957 QoQ
Shares Held
66,972
+472.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#557
of 3,967 holders
Holding Since
Jun 2021
7 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, 2026THAMES CAPITAL MANAGEMENT LLC holds $280,694,657 across 12 Semiconductors names. AMD ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
45,388 | $52,390,914 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
66,972 | $38,904,704 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
77,008 | $36,776,710 | |
| 4 | INTC |
Intel Corp
|
223,725 | $31,238,721 | |
| 5 | ALAB |
Astera Labs, Inc.
|
57,733 | $27,886,193 | |
| 6 | NVDA |
Nvidia Corp
|
116,169 | $23,244,255 | |
| 7 | AVGO |
Broadcom Inc.
|
60,391 | $22,812,700 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
52,823 | $17,607,490 |
All Filings in AMD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,904,704 | 66,972 | Shares | Sole | 2026-08-12 | |
| 2023-06-30 | $1,332,747 | 11,700 | Shares | Sole | 2023-08-11 | |
| 2022-06-30 | $6,779,753 | 88,659 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $17,048,511 | 155,922 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $16,126,009 | 112,064 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,577,896 | 112,516 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,706,401 | 124,629 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||