Position in AMD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$104,230,357
+$51,852,015 QoQ
Shares Held
179,426
-30.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#347
of 3,960 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026NICHOLAS COMPANY, INC. holds $605,960,000 across 8 Semiconductors names. AMD ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,157,479 | $231,599,973 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
179,426 | $104,230,357 | |
| 3 | AVGO |
Broadcom Inc.
|
263,532 | $99,549,213 | |
| 4 | TXN |
Texas Instruments Inc
|
267,187 | $79,640,429 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
293,953 | $44,963,050 | |
| 6 | MCHP |
Microchip Technology Inc
|
336,467 | $30,685,790 | |
| 7 | ADI |
Analog Devices Inc
|
20,448 | $8,121,332 | |
| 8 | POWI |
Power Integrations Inc
|
85,600 | $7,169,856 |
All Filings in AMD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,230,357 | 179,426 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $52,378,342 | 257,476 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $63,786,485 | 297,845 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $72,597,599 | 448,715 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $72,250,513 | 509,165 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $58,260,771 | 567,070 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $49,711,970 | 411,557 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $55,507,115 | 338,293 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $47,531,260 | 293,023 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $40,478,131 | 224,268 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $52,274,976 | 354,623 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $36,462,336 | 354,623 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $40,411,053 | 354,763 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $45,495,555 | 464,193 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $35,448,167 | 547,293 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $26,033,863 | 410,888 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $31,414,870 | 410,813 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $44,932,398 | 410,942 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||