Barrier Capital Management, LLC
Position in AMD — Advanced Micro Devices Inc
CIK 1909089
SAN FRANCISCO, CA
Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,977,236
+$2,558,657 QoQ
Shares Held
8,568
-27.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.64%
of 13F equity value
Holder Rank
#1,353
of 3,969 holders
Holding Since
Dec 2025
3 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, 2026Barrier Capital Management, LLC holds $36,426,593 across 6 Semiconductors names. AMD ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
58,104 | $11,626,029 | |
| 2 | INTC |
Intel Corp
|
69,444 | $9,696,465 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,094 | $5,298,161 | |
| 4 | AMD |
Advanced Micro Devices Inc
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|
8,568 | $4,977,236 | |
| 5 | MU |
Micron Technology Inc
|
2,100 | $2,424,009 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
6,782 | $2,404,693 |
All Filings in AMD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,977,236 | 8,568 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,418,579 | 11,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $685,312 | 3,200 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||