Position in AMD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$113,900,185
+$113,473,579 QoQ
Shares Held
196,072
+9743.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#340
of 3,969 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026ATALANTA SOSNOFF CAPITAL, LLC holds $1,043,361,238 across 8 Semiconductors names. AMD ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,326,164 | $465,442,154 | |
| 2 | AVGO |
Broadcom Inc.
|
532,295 | $201,074,436 | |
| 3 | MU |
Micron Technology Inc
|
168,134 | $194,075,394 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
196,072 | $113,900,185 | |
| 5 | ADI |
Analog Devices Inc
|
166,764 | $66,233,657 | |
| 6 | TXN |
Texas Instruments Inc
|
3,992 | $1,189,895 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,030 | $1,074,347 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,246 | $371,170 |
All Filings in AMD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,900,185 | 196,072 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $426,606 | 1,992 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,865,600 | 178,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,961,962 | 197,054 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $205,463 | 1,701 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $29,638,918 | 180,637 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,920,051 | 85,815 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $50,342,630 | 278,922 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,778,853 | 296,987 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $29,017,243 | 282,214 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,943,454 | 289,206 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $53,183,558 | 542,634 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $47,030,403 | 726,114 | Shares | Sole | 2023-05-22 | |
| 2022-09-30 | $31,278,423 | 493,662 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $26,411,131 | 345,379 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $48,471,296 | 443,308 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $40,035,570 | 278,218 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $23,437,223 | 227,767 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $14,126,789 | 150,397 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $33,189,093 | 422,791 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $36,098,706 | 393,618 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $35,098,852 | 428,087 | Shares | Sole | 2020-10-14 | |
| No filing history on record for this holder in this stock. | ||||||