Smith Group Asset Management, LLC
Position in AMD — Advanced Micro Devices Inc
CIK 1893134
DALLAS, TX
Position in AMD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$91,787,846
+$61,946,090 QoQ
Shares Held
158,007
+7.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.74%
of 13F equity value
Holder Rank
#372
of 3,969 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Smith Group Asset Management, LLC holds $292,226,437 across 8 Semiconductors names. AMD ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
265,504 | $100,294,136 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
158,007 | $91,787,846 | |
| 3 | ADI |
Analog Devices Inc
|
181,891 | $72,241,648 | |
| 4 | NVDA |
Nvidia Corp
|
72,078 | $14,422,087 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
14,070 | $6,719,409 | |
| 6 | MU |
Micron Technology Inc
|
2,648 | $3,056,559 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
8,520 | $3,020,936 | |
| 8 | POWI |
Power Integrations Inc
|
8,164 | $683,816 |
All Filings in AMD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,787,846 | 158,007 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $29,841,756 | 146,693 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $29,176,730 | 136,238 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $500,416 | 3,093 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $470,114 | 3,313 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $340,377 | 3,313 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $395,345 | 3,273 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $553,441 | 3,373 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $479,006 | 2,953 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,014,297 | 44,403 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,066,157 | 61,503 | Shares | Sole | 2024-02-12 | |
| 2022-03-31 | $264,602 | 2,420 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $348,238 | 2,420 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $293,265 | 2,850 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||