Machina Capital S.A.S.

Position in AMD — Advanced Micro Devices Inc

CIK 1744373 PARIS, I0

Position in AMD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,901,391

+$2,570,756 QoQ

Shares Held

6,716

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,500

of 3,969 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Machina Capital S.A.S. holds $20,976,101 across 8 Semiconductors names. AMD ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	25,685	$5,139,311
2	MU	Micron Technology Inc	4,239	$4,893,035
3	AMD	Advanced Micro Devices Inc This page	6,716	$3,901,391
4	AVGO	Broadcom Inc.	8,547	$3,228,629
5	GFS	GLOBALFOUNDRIES Inc.	20,347	$1,676,796
6	MRVL	Marvell Technology, Inc.	2,682	$798,940
7	NXPI	NXP Semiconductors N.V.	2,404	$675,596
8	QRVO	Qorvo, Inc.	7,102	$662,403

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,901,391	6,716	+2.7%	Shares	Sole	2026-08-10
2026-03-31	$1,330,635	6,541	+96.7%	Shares	Sole	2026-05-13
2025-12-31	$712,082	3,325	-82.4%	Shares	Sole	2026-02-10
2025-09-30	$3,049,741	18,850	-17.8%	Shares	Sole	2025-11-05
2025-06-30	$3,255,186	22,940	+8.5%	Shares	Sole	2025-08-05
2025-03-31	$2,172,951	21,150	+125.4%	Shares	Sole	2025-05-06
2024-12-31	$1,133,614	9,385	+50.4%	Shares	Sole	2025-02-07
2023-06-30	$710,570	6,238	+20.8%	Shares	Sole	2023-08-08
2023-03-31	$506,123	5,164	-1.6%	Shares	Sole	2023-04-25
2022-09-30	$332,513	5,248	-41.5%	Shares	Sole	2022-11-10
2022-06-30	$686,165	8,973	-1.1%	Shares	Sole	2022-08-08
2022-03-31	$992,151	9,074	+224.1%	Shares	Sole	2022-04-27
2021-12-31	$402,920	2,800	-20.0%	Shares	Sole	2022-01-21
2021-03-31	$274,750	3,500	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.