Position in AMD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$137,635,041
-$13,316,808 QoQ
Shares Held
676,572
-27.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026MAVERICK CAPITAL LTD holds $1,368,320,611 across 9 Semiconductors names. AMD ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,174,918 | $553,705,699 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,237,358 | $418,165,136 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
676,572 | $137,635,041 | |
| 4 | INTC |
Intel Corp
|
2,995,488 | $132,190,885 | |
| 5 | ALAB |
Astera Labs, Inc.
|
955,356 | $104,707,017 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
188,160 | $18,637,248 | |
| 7 | ALGM |
Allegro Microsystems, Inc.
|
42,224 | $1,331,322 | |
| 8 | RMBS |
Rambus Inc
|
13,028 | $1,120,798 |
All Filings in AMD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,635,041 | 676,572 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $150,951,849 | 933,011 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $166,313,043 | 1,172,044 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,018,943 | 19,651 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,475,349 | 20,493 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $155,840,722 | 949,785 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $73,971,328 | 456,022 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $52,390,651 | 290,269 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $834,193 | 5,659 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,832,046 | 17,818 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,128,538 | 27,465 | Shares | Sole | 2023-08-14 | |
| 2021-06-30 | $2,319,695 | 24,696 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $866,640 | 11,040 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $1,895,116 | 23,114 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,921,854 | 55,538 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,404,186 | 228,764 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||