Nearwater Capital Markets, Ltd

Position in AMD — Advanced Micro Devices Inc

CIK 1915842 NEW YORK, NY

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$225,393,080

+$121,847,480 QoQ

Shares Held

388,000

-39.4% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

4.70%

of 13F equity value

Holder Rank

#247

of 3,989 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nearwater Capital Markets, Ltd holds $508,106,340 across 5 Semiconductors names. AMD ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc This page	388,000	$225,393,080
2	NVDA	Nvidia Corp	854,000	$170,876,860
3	TXN	Texas Instruments Inc	295,000	$87,930,650
4	QRVO	Qorvo, Inc.	145,000	$13,524,150
5	SLAB	Silicon Laboratories Inc.	47,500	$10,381,600

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,393,080	388,000	-39.4%	Shares	Sole	2026-08-14
2025-09-30	$103,545,600	640,000	0.0%	Shares	Sole	2025-11-13
2025-06-30	$90,816,000	640,000	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.