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Equibles

FIRST MANHATTAN CO. LLC.

Position in AMD — Advanced Micro Devices Inc

CIK 728083 NEW YORK, NY
Back to AMD Full portfolio

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$38,688,025
+$21,602,754 QoQ
Shares Held
66,599
-20.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#561
of 4,004 holders
Holding Since
Mar 2020
26 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, 2026

FIRST MANHATTAN CO. LLC. holds $2,150,434,262 across 15 Semiconductors names. AMD ranks #5 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AVGO
Broadcom Inc.
 2,150,271 $812,264,870
2 INTC
Intel Corp
 4,638,876 $647,726,255
3 NVDA
Nvidia Corp
 2,531,922 $506,612,272
4 WOLF
Wolfspeed, Inc.
 1,644,966 $79,369,609
5 AMD
Advanced Micro Devices Inc
This page 		66,599 $38,688,025
6 TSM
Taiwan Semiconductor Manufacturing Co Ltd
 56,887 $27,167,524
7 MU
Micron Technology Inc
 9,453 $10,911,503
8 TXN
Texas Instruments Inc
 35,286 $10,517,698

All Filings in AMD

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $38,688,025 66,599
2026-03-31 $17,085,271 83,986
2025-12-31 $18,514,346 86,451
2025-09-30 $14,434,094 89,215
2025-06-30 $3,585,245 25,266
2025-03-31 $323,631 3,150
2024-12-31 $934,069 7,733
2024-09-30 $1,223,216 7,455
2024-06-30 $4,441,309 27,380
2024-03-31 $4,878,825 27,031
2023-12-31 $1,388,012 9,416
2023-09-30 $607,152 5,905
2023-06-30 $111,062 975
2023-03-31 $58,609 598
2022-12-31 $48,124 743
2022-09-30 $38,966 615
2022-06-30 $18,735 245
2022-03-31 $103,544 947
2021-12-31 $46,767 325
2021-09-30 $33,442 325
2021-06-30 $30,527 325
2021-03-31 $17,662 225
2020-12-31 $20,634 225
2020-09-30 $18,447 225
2020-06-30 $6,576 125
2020-03-31 $9,096 200