Position in AMD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,221,292
+$6,060,117 QoQ
Shares Held
12,431
+129.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,127
of 3,969 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Oak Thistle LLC holds $39,507,523 across 8 Semiconductors names. AMD ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
25,357 | $7,558,160 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
12,431 | $7,221,292 | |
| 3 | INTC |
Intel Corp
|
51,716 | $7,221,105 | |
| 4 | ON |
On Semiconductor Corp
|
72,145 | $6,820,588 | |
| 5 | MU |
Micron Technology Inc
|
5,312 | $6,131,588 | |
| 6 | NVDA |
Nvidia Corp
|
15,211 | $3,043,568 | |
| 7 | QCOM |
Qualcomm Inc/De
|
4,175 | $771,498 | |
| 8 | QRVO |
Qorvo, Inc.
|
7,931 | $739,724 |
All Filings in AMD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,221,292 | 12,431 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $1,161,175 | 5,422 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,148,433 | 19,460 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $6,603,600 | 46,537 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $619,522 | 6,030 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,935,780 | 16,026 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $541,781 | 3,340 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $473,966 | 2,626 | Shares | Sole | 2024-04-18 | |
| 2023-06-30 | $1,105,496 | 9,705 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $231,876 | 3,580 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $211,363 | 2,764 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $953,991 | 8,725 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||