Position in AMD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$99,751,541
+$99,751,541 QoQ
Shares Held
171,716
Ownership
0.011%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#358
of 3,969 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Sep 30, 2025CallValue
$26,582,097
CallShares
164,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Munro Partners holds $817,430,961 across 9 Semiconductors names. AMD ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,483,301 | $296,793,697 | |
| 2 | AVGO |
Broadcom Inc.
|
389,356 | $147,079,229 | |
| 3 | MU |
Micron Technology Inc
|
99,985 | $115,411,685 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
171,716 | $99,751,541 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
193,733 | $68,691,909 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
171,565 | $51,107,497 | |
| 7 | QCOM |
Qualcomm Inc/De
|
110,365 | $20,394,348 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
56,530 | $14,733,979 |
All Filings in AMD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,751,541 | 171,716 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $26,582,097 | 164,300 | Call | Sole | 2025-10-15 | |
| 2025-06-30 | $89,887,974 | 633,460 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $62,714,148 | 639,875 | Shares | Sole | 2025-10-28 | |
| 2022-12-31 | $8,709,298 | 134,465 | Shares | Sole | 2025-10-28 | |
| 2022-09-30 | $44,352,000 | 700,000 | Call | Sole | 2025-10-28 | |
| 2022-09-30 | $29,931,073 | 472,397 | Shares | Sole | 2025-10-28 | |
| 2022-06-30 | $29,123,370 | 380,847 | Shares | Sole | 2025-10-28 | |
| 2022-03-31 | $126,993,708 | 1,161,457 | Shares | Sole | 2025-10-28 | |
| 2021-12-31 | $147,357,485 | 1,024,027 | Shares | Sole | 2025-10-28 | |
| 2021-09-30 | $96,722,089 | 939,962 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||