Position in AMD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$242,672,828
+$151,593,353 QoQ
Shares Held
417,746
-6.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#13
of 1,314 holders
Holding Since
Dec 2022
15 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, 2026LBP AM SA holds $1,949,145,231 across 15 Semiconductors names. AMD ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,096,627 | $619,604,095 | |
| 2 | AVGO |
Broadcom Inc.
|
650,117 | $245,581,696 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
417,746 | $242,672,828 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
463,710 | $221,453,984 | |
| 5 | INTC |
Intel Corp
|
1,400,812 | $195,595,379 | |
| 6 | MU |
Micron Technology Inc
|
128,696 | $148,552,505 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
339,453 | $101,119,653 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
102,949 | $36,502,626 |
All Filings in AMD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,672,828 | 417,746 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $91,079,475 | 447,719 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $88,744,262 | 414,383 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $55,822,564 | 345,031 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $65,476,774 | 461,429 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $63,779,552 | 620,786 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $62,228,591 | 515,180 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $48,319,426 | 294,487 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $13,712,746 | 84,537 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,253,390 | 84,511 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $28,015,565 | 190,052 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,510,993 | 180,033 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,709,359 | 155,468 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,801,188 | 120,408 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,019,627 | 123,817 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||