Position in AMD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$201,866,805
+$123,900,021 QoQ
Shares Held
347,501
-9.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#255
of 3,960 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Erste Asset Management GmbH holds $1,966,426,615 across 23 Semiconductors names. AMD ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,446,949 | $689,700,025 | |
| 2 | AVGO |
Broadcom Inc.
|
1,014,935 | $383,391,695 | |
| 3 | MU |
Micron Technology Inc
|
179,762 | $207,497,478 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
347,501 | $201,866,805 | |
| 5 | INTC |
Intel Corp
|
965,254 | $134,778,415 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
206,836 | $98,778,667 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
197,824 | $58,929,791 | |
| 8 | TXN |
Texas Instruments Inc
|
197,114 | $58,753,769 |
All Filings in AMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,866,805 | 347,501 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $77,966,784 | 383,261 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $74,157,397 | 346,271 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $65,170,467 | 402,809 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $61,443,267 | 433,004 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $29,267,338 | 284,868 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,311,288 | 304,617 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $47,733,005 | 290,913 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,199,245 | 216,998 | Shares | Sole | 2024-11-26 | |
| 2024-03-31 | $33,832,489 | 187,448 | Shares | Sole | 2024-11-26 | |
| 2023-12-31 | $28,073,202 | 190,443 | Shares | Sole | 2024-11-26 | |
| 2023-09-30 | $21,465,320 | 208,766 | Shares | Sole | 2024-11-26 | |
| 2023-06-30 | $20,506,078 | 180,020 | Shares | Sole | 2024-11-26 | |
| 2023-03-31 | $24,173,284 | 246,641 | Shares | Sole | 2024-11-26 | |
| 2022-12-31 | $10,213,969 | 157,696 | Shares | Sole | 2024-11-26 | |
| 2022-09-30 | $11,173,155 | 176,344 | Shares | Sole | 2024-11-26 | |
| 2022-06-30 | $14,940,555 | 195,378 | Shares | Sole | 2024-11-26 | |
| 2022-03-31 | $24,098,207 | 220,397 | Shares | Sole | 2024-11-25 | |
| 2021-12-31 | $22,197,294 | 154,255 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $19,450,158 | 189,020 | Shares | Sole | 2024-11-25 | |
| 2021-06-30 | $15,064,681 | 160,382 | Shares | Sole | 2024-11-25 | |
| 2021-03-31 | $4,559,123 | 58,078 | Shares | Sole | 2024-11-25 | |
| 2020-12-31 | $7,973,725 | 86,945 | Shares | Sole | 2024-11-25 | |
| 2020-09-30 | $5,993,469 | 73,100 | Shares | Sole | 2024-11-25 | |
| 2020-06-30 | $4,366,630 | 83,000 | Shares | Sole | 2024-11-22 | |
| 2020-03-31 | $6,549,120 | 144,000 | Shares | Sole | 2024-11-22 | |
| No filing history on record for this holder in this stock. | ||||||