Trifecta Capital Advisors, LLC

Position in AMD — Advanced Micro Devices Inc

CIK 1962615 NORTHBROOK, IL

Position in AMD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$18,786,629

+$12,341,560 QoQ

Shares Held

32,340

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.93%

of 13F equity value

Holder Rank

#268

of 2,230 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $86,603,520 across 15 Semiconductors names. AMD ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	241,466	$48,314,931
2	AMD	Advanced Micro Devices Inc This page	32,340	$18,786,629
3	AVGO	Broadcom Inc.	47,362	$17,890,995
4	MU	Micron Technology Inc	658	$759,522
5	MRVL	Marvell Technology, Inc.	1,359	$404,832
6	CBRS	Cerebras Systems Inc.	1,500	$331,500
7	ALAB	Astera Labs, Inc.	164	$79,215
8	TSM	Taiwan Semiconductor Manufacturing Co Ltd	45	$21,490

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,786,629	32,340	+2.1%	Shares	Sole	2026-08-03
2026-03-31	$6,445,069	31,682	+2.1%	Shares	Sole	2026-05-01
2025-12-31	$6,643,671	31,022	+6.4%	Shares	Sole	2026-01-30
2025-09-30	$4,717,149	29,156	+5.8%	Shares	Sole	2025-11-03
2025-06-30	$3,910,905	27,561	+2.1%	Shares	Sole	2025-07-23
2025-03-31	$2,773,055	26,991	+3.5%	Shares	Sole	2025-04-21
2024-12-31	$3,150,686	26,084	+6.0%	Shares	Sole	2025-02-04
2024-09-30	$4,036,203	24,599	+7.0%	Shares	Sole	2024-10-16
2024-06-30	$3,728,234	22,984	+10.4%	Shares	Sole	2024-08-07
2024-03-31	$3,757,260	20,817	+13.9%	Shares	Sole	2024-04-16
2023-12-31	$2,694,212	18,277	+10.2%	Shares	Sole	2024-01-25
2023-09-30	$1,705,166	16,584	+204.1%	Shares	Sole	2023-11-01
2023-06-30	$621,265	5,454	+19.4%	Shares	Sole	2023-08-14
2023-03-31	$447,807	4,569	+9.4%	Shares	Sole	2023-05-09
2022-12-31	$270,609	4,178	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.