Position in AMD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$39,666,858
+$22,840,960 QoQ
Shares Held
68,284
-17.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
7.56%
of 13F equity value
Holder Rank
#548
of 3,967 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $134,909,303 across 13 Semiconductors names. AMD ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
249,510 | $49,924,455 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
68,284 | $39,666,858 | |
| 3 | MU |
Micron Technology Inc
|
13,707 | $15,821,853 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
25,602 | $12,226,747 | |
| 5 | AVGO |
Broadcom Inc.
|
23,448 | $8,857,482 | |
| 6 | INTC |
Intel Corp
|
18,380 | $2,566,399 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
8,580 | $2,555,896 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
2,960 | $1,049,527 |
All Filings in AMD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,666,858 | 68,284 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,825,898 | 82,711 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $17,429,197 | 81,384 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $13,286,680 | 82,123 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,523,557 | 81,209 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,302,008 | 80,806 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,807,906 | 81,198 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,265,211 | 80,846 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $12,739,648 | 78,538 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,792,143 | 76,415 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $11,342,020 | 76,942 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,059,237 | 78,382 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $8,468,183 | 74,341 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $9,466,883 | 96,591 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,266,108 | 96,744 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,004,120 | 94,762 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||