Position in AMD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$67,111,951
+$42,197,066 QoQ
Shares Held
115,529
-5.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
24.95%
of 13F equity value
Holder Rank
#426
of 3,983 holders
Holding Since
Dec 2023
11 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, 2026Summa Corp. holds $209,244,339 across 7 Semiconductors names. AMD ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
590,160 | $118,085,114 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
115,529 | $67,111,951 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
50,000 | $14,894,500 | |
| 4 | QCOM |
Qualcomm Inc/De
|
35,000 | $6,467,650 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,400 | $1,623,738 | |
| 6 | AVGO |
Broadcom Inc.
|
2,000 | $755,500 | |
| 7 | MU |
Micron Technology Inc
|
265 | $305,886 |
All Filings in AMD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,111,951 | 115,529 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,914,885 | 122,474 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26,078,263 | 121,770 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $20,979,309 | 129,670 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,282,630 | 107,700 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,349,348 | 120,200 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,364,488 | 127,200 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $20,231,064 | 123,300 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $18,865,023 | 116,300 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,040,526 | 111,034 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $16,809,751 | 114,034 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||