Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,462,550
+$2,897,767 QoQ
Shares Held
7,682
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#1,418
of 3,983 holders
Holding Since
Dec 2021
19 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, 2026NCM Capital Management, LLC holds $42,384,322 across 7 Semiconductors names. AMD ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
144,339 | $28,880,790 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
7,682 | $4,462,550 | |
| 3 | MU |
Micron Technology Inc
|
2,750 | $3,174,297 | |
| 4 | INTC |
Intel Corp
|
21,960 | $3,066,274 | |
| 5 | QCOM |
Qualcomm Inc/De
|
8,744 | $1,615,803 | |
| 6 | TXN |
Texas Instruments Inc
|
2,757 | $821,778 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,218 | $362,830 |
All Filings in AMD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,462,550 | 7,682 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,564,783 | 7,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,647,318 | 7,692 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $1,276,846 | 7,892 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,205,014 | 8,492 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $889,111 | 8,654 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,045,316 | 8,654 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,419,948 | 8,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,391,599 | 8,579 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,189,790 | 6,592 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,002,535 | 6,801 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $707,710 | 6,883 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $762,171 | 6,691 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $655,784 | 6,691 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $433,376 | 6,691 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $423,941 | 6,691 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $517,013 | 6,761 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $733,562 | 6,709 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,032,482 | 7,175 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||