Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,717,281
+$4,125,212 QoQ
Shares Held
21,892
-48.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.78%
of 13F equity value
Holder Rank
#902
of 3,960 holders
Holding Since
Mar 2020
21 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, 2026Totem Point Management, LLC holds $109,537,996 across 8 Semiconductors names. AMD ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRS |
Cerebras Systems Inc.
|
180,953 | $39,990,613 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
32,684 | $15,608,897 | |
| 3 | NVDA |
Nvidia Corp
|
67,858 | $13,577,707 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
21,892 | $12,717,281 | |
| 5 | MU |
Micron Technology Inc
|
7,800 | $9,003,462 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
53,873 | $8,240,414 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
26,039 | $7,756,757 | |
| 8 | ON |
On Semiconductor Corp
|
27,955 | $2,642,865 |
All Filings in AMD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,717,281 | 21,892 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,592,069 | 42,236 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,753,504 | 17,019 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $6,735,812 | 41,052 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,986,123 | 18,409 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,816,024 | 37,764 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,516,907 | 57,777 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,200,868 | 60,308 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,555,536 | 66,329 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,828,164 | 59,465 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,080,817 | 78,444 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $5,370,717 | 70,233 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,972,307 | 72,913 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,327,520 | 78,718 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,811,206 | 95,347 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,177,303 | 161,581 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,359,871 | 208,406 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,431,840 | 135,556 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,737,174 | 228,530 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,293,242 | 271,683 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,718,834 | 191,707 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||