Thoma Capital Management LLC

Position in AMD — Advanced Micro Devices Inc

CIK 2060298 TOWSON, MD

Position in AMD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$232,364

New position

Shares Held

400

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#3,677

of 3,983 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Thoma Capital Management LLC holds $5,075,505 across 5 Semiconductors names. AMD ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRVL	Marvell Technology, Inc.	8,001	$2,383,417
2	NVDA	Nvidia Corp	8,639	$1,728,577
3	AVGO	Broadcom Inc.	1,248	$471,432
4	MU	Micron Technology Inc	225	$259,715
5	AMD	Advanced Micro Devices Inc This page	400	$232,364

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,364	400	—	Shares	Sole	2026-07-16
No filing history on record for this holder in this stock.