Themes Management Co LLC

Position in AMD — Advanced Micro Devices Inc

CIK 2107564 GREENWICH, CT

Position in AMD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,861,889

+$2,366,882 QoQ

Shares Held

6,648

-9.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#1,513

of 3,995 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Themes Management Co LLC holds $12,117,355 across 4 Semiconductors names. AMD ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	22,277	$4,457,404
2	AMD	Advanced Micro Devices Inc This page	6,648	$3,861,889
3	QUIK	QUICKLOGIC Corp	126,423	$2,524,667
4	AVGO	Broadcom Inc.	3,371	$1,273,395

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,861,889	6,648	-9.5%	Shares	Sole	2026-07-21
2026-03-31	$1,495,007	7,349	-23.4%	Shares	Sole	2026-05-15
2025-12-31	$2,054,865	9,595	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.