FIRST MANHATTAN CO. LLC.

Position in AMD — Advanced Micro Devices Inc

CIK 728083 NEW YORK, NY

Position in AMD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,085,271

-$1,429,075 QoQ

Shares Held

83,986

-2.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $1,431,158,464 across 13 Semiconductors names. AMD ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	2,183,157	$675,708,923
2	NVDA	Nvidia Corp	2,542,978	$443,495,363
3	INTC	Intel Corp	5,691,060	$251,146,477
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	58,232	$19,679,504
5	AMD	Advanced Micro Devices Inc This page	83,986	$17,085,271
6	QCOM	Qualcomm Inc/De	55,636	$7,164,804
7	TXN	Texas Instruments Inc	36,727	$7,130,179
8	ADI	Analog Devices Inc	14,749	$4,692,246

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,085,271	83,986	-2.9%	Shares	Sole	2026-05-15
2025-12-31	$18,514,346	86,451	-3.1%	Shares	Sole	2026-02-17
2025-09-30	$14,434,094	89,215	+253.1%	Shares	Sole	2025-11-14
2025-06-30	$3,585,245	25,266	+702.1%	Shares	Sole	2025-08-14
2025-03-31	$323,631	3,150	-59.3%	Shares	Sole	2025-05-15
2024-12-31	$934,069	7,733	+3.7%	Shares	Sole	2025-02-14
2024-09-30	$1,223,216	7,455	-72.8%	Shares	Sole	2024-11-14
2024-06-30	$4,441,309	27,380	+1.3%	Shares	Sole	2024-08-15
2024-03-31	$4,878,825	27,031	+187.1%	Shares	Sole	2024-05-15
2023-12-31	$1,388,012	9,416	+59.5%	Shares	Sole	2024-02-13
2023-09-30	$607,152	5,905	+505.6%	Shares	Sole	2023-11-14
2023-06-30	$111,062	975	+63.0%	Shares	Sole	2023-08-14
2023-03-31	$58,609	598	-19.5%	Shares	Sole	2023-05-15
2022-12-31	$48,124	743	+20.8%	Shares	Sole	2023-02-14
2022-09-30	$38,966	615	+151.0%	Shares	Sole	2022-11-14
2022-06-30	$18,735	245	-74.1%	Shares	Sole	2022-08-15
2022-03-31	$103,544	947	+191.4%	Shares	Sole	2022-05-16
2021-12-31	$46,767	325	0.0%	Shares	Sole	2022-02-14
2021-09-30	$33,442	325	0.0%	Shares	Sole	2021-11-15
2021-06-30	$30,527	325	+44.4%	Shares	Sole	2021-08-16
2021-03-31	$17,662	225	0.0%	Shares	Sole	2021-05-14
2020-12-31	$20,634	225	0.0%	Shares	Sole	2021-02-16
2020-09-30	$18,447	225	+80.0%	Shares	Sole	2020-11-12
2020-06-30	$6,576	125	-37.5%	Shares	Sole	2020-08-14
2020-03-31	$9,096	200	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.