Generate Investment Management Ltd
Position in AMD — Advanced Micro Devices Inc
CIK 2025905
AUCKLAND, Q2
Position in AMD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$30,016,199
+$2,109,062 QoQ
Shares Held
51,671
-62.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#632
of 3,969 holders
Holding Since
Dec 2023
5 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, 2026Generate Investment Management Ltd holds $515,236,062 across 10 Semiconductors names. AMD ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
949,680 | $190,021,471 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
214,587 | $102,480,313 | |
| 3 | AVGO |
Broadcom Inc.
|
201,192 | $76,000,278 | |
| 4 | MU |
Micron Technology Inc
|
64,616 | $74,585,602 | |
| 5 | AMD |
Advanced Micro Devices Inc
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|
51,671 | $30,016,199 | |
| 6 | TXN |
Texas Instruments Inc
|
48,920 | $14,581,584 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
31,878 | $11,302,982 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
19,244 | $5,732,595 |
All Filings in AMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,016,199 | 51,671 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $27,907,137 | 137,183 | Shares | Sole | 2026-04-16 | |
| 2024-09-30 | $20,188,567 | 123,041 | Shares | Other | 2024-10-18 | |
| 2024-03-31 | $5,278,069 | 29,243 | Shares | Other | 2024-08-01 | |
| 2023-12-31 | $8,647,955 | 58,666 | Shares | Other | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||