Position in AMD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$19,992,598
+$19,113,577 QoQ
Shares Held
34,416
+696.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#765
of 3,995 holders
Holding Since
Dec 2020
23 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, 2026F/m Investments LLC holds $183,114,146 across 17 Semiconductors names. AMD ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
186,662 | $70,511,570 | |
| 2 | NVDA |
Nvidia Corp
|
294,630 | $58,952,516 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
34,416 | $19,992,598 | |
| 4 | MU |
Micron Technology Inc
|
9,890 | $11,415,928 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
21,768 | $6,484,469 | |
| 6 | TXN |
Texas Instruments Inc
|
18,844 | $5,616,831 | |
| 7 | QCOM |
Qualcomm Inc/De
|
13,536 | $2,501,317 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
7,403 | $2,013,245 |
All Filings in AMD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,992,598 | 34,416 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $879,021 | 4,321 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,603,536 | 35,504 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,927,428 | 18,094 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,706,742 | 19,075 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,584,290 | 34,887 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,867,173 | 65,131 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,480,542 | 57,780 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,015,494 | 61,744 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,529,216 | 25,094 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,687,166 | 25,013 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,584,894 | 25,140 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,022,601 | 26,535 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,653,416 | 47,479 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,972,165 | 45,888 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,178,961 | 50,173 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,822,809 | 63,068 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,555,565 | 50,810 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $5,327,178 | 37,020 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,062,559 | 58,917 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,923,977 | 63,068 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,081,686 | 51,996 | Shares | Sole | 2021-06-01 | |
| 2020-12-31 | $3,852,095 | 42,003 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||