Azimuth Capital Investment Management LLC

Position in AMD — Advanced Micro Devices Inc

CIK 1942364 BLOOMFIELD HILLS, MI

Position in AMD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$66,469,464

+$39,547,742 QoQ

Shares Held

114,423

-13.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

4.09%

of 13F equity value

Holder Rank

#428

of 3,969 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Azimuth Capital Investment Management LLC holds $203,715,866 across 11 Semiconductors names. AMD ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc This page	114,423	$66,469,464
2	MPWR	Monolithic Power Systems, Inc.	29,124	$40,259,852
3	MRVL	Marvell Technology, Inc.	127,414	$37,955,356
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	47,818	$22,836,442
5	TXN	Texas Instruments Inc	60,058	$17,901,488
6	ARM	Arm Holdings PLC /Uk	24,806	$8,795,463
7	INTC	Intel Corp	47,725	$6,663,841
8	QCOM	Qualcomm Inc/De	7,484	$1,382,968

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,469,464	114,423	-13.5%	Shares	Sole	2026-08-12
2026-03-31	$26,921,722	132,339	+1.1%	Shares	Sole	2026-05-12
2025-12-31	$28,031,402	130,890	+13.2%	Shares	Sole	2026-02-12
2025-09-30	$18,708,424	115,634	+36.4%	Shares	Sole	2025-11-14
2025-06-30	$12,026,450	84,753	+5.6%	Shares	Sole	2025-08-13
2025-03-31	$8,244,782	80,249	+49.7%	Shares	Sole	2025-05-13
2024-12-31	$6,476,035	53,614	-3.4%	Shares	Sole	2025-02-13
2024-09-30	$9,102,009	55,473	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$8,789,186	54,184	+2.8%	Shares	Sole	2024-08-13
2024-03-31	$9,512,905	52,706	+3145.4%	Shares	Sole	2024-05-14
2023-12-31	$239,393	1,624	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.