Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,783,139
+$1,824,374 QoQ
Shares Held
4,791
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,731
of 3,969 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DAVIS R M INC holds $500,151,945 across 11 Semiconductors names. AMD ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,449,030 | $289,936,412 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
267,159 | $79,583,994 | |
| 3 | AVGO |
Broadcom Inc.
|
199,358 | $75,307,484 | |
| 4 | QCOM |
Qualcomm Inc/De
|
167,608 | $30,972,282 | |
| 5 | MCHP |
Microchip Technology Inc
|
110,429 | $10,071,124 | |
| 6 | INTC |
Intel Corp
|
63,961 | $8,930,874 | |
| 7 | AMD |
Advanced Micro Devices Inc
This page
|
4,791 | $2,783,139 | |
| 8 | MU |
Micron Technology Inc
|
1,064 | $1,228,164 |
All Filings in AMD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,783,139 | 4,791 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $958,765 | 4,713 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,007,408 | 4,704 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $755,882 | 4,672 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $664,092 | 4,680 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $441,473 | 4,297 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $534,374 | 4,424 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $728,515 | 4,440 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $752,492 | 4,639 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $927,357 | 5,138 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $755,181 | 5,123 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $516,464 | 5,023 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $610,329 | 5,358 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $523,961 | 5,346 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $389,073 | 6,007 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $211,939 | 3,345 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $290,625 | 2,658 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||