Position in AMD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$213,503,853
+$25,964,156 QoQ
Shares Held
1,049,520
+19.8% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 97.52553548288742.ToString("F0")%
Shared 0.ToString("F0")%
None 2.474464517112585.ToString("F0")%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026PRIMECAP MANAGEMENT CO/CA/ holds $17,624,955,355 across 16 Semiconductors names. AMD ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
21,874,204 | $7,389,981,079 | |
| 2 | INTC |
Intel Corp
|
75,761,968 | $3,343,375,647 | |
| 3 | NVDA |
Nvidia Corp
|
17,188,230 | $2,997,627,312 | |
| 4 | TXN |
Texas Instruments Inc
|
9,654,766 | $1,874,376,271 | |
| 5 | ADI |
Analog Devices Inc
|
3,136,089 | $997,715,354 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
2,974,705 | $294,644,530 | |
| 7 | AVGO |
Broadcom Inc.
|
743,318 | $230,064,354 | |
| 8 | AMD |
Advanced Micro Devices Inc
This page
|
1,049,520 | $213,503,853 |
All Filings in AMD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,503,853 | 1,049,520 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $187,539,697 | 875,699 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $72,483,537 | 448,010 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,317,330 | 220,700 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||