Cox Capital Mgt LLC

Position in AMD — Advanced Micro Devices Inc

CIK 1748728 ANDOVER, MA

Position in AMD

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$7,467,017

+$1,673,331 QoQ

Shares Held

12,854

-54.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.66%

of 13F equity value

Holder Rank

#1,112

of 3,967 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cox Capital Mgt LLC holds $20,615,141 across 5 Semiconductors names. AMD ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc This page	12,854	$7,467,017
2	NVDA	Nvidia Corp	27,603	$5,523,084
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	10,060	$4,804,354
4	AVGO	Broadcom Inc.	4,171	$1,575,595
5	ON	On Semiconductor Corp	13,170	$1,245,091

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,467,017	12,854	-54.9%	Shares	Sole	2026-07-14
2026-03-31	$5,793,686	28,480	+1.2%	Shares	Sole	2026-04-14
2025-12-31	$6,026,248	28,139	+1.2%	Shares	Sole	2026-01-14
2025-09-30	$4,496,467	27,792	+0.4%	Shares	Sole	2025-10-08
2025-06-30	$3,927,366	27,677	-1.4%	Shares	Sole	2025-07-16
2025-03-31	$2,885,247	28,083	-0.0%	Shares	Sole	2025-04-09
2024-12-31	$3,392,507	28,086	-0.8%	Shares	Sole	2025-01-14
2024-09-30	$4,644,448	28,306	—	Shares	Sole	2024-10-10
No filing history on record for this holder in this stock.