Position in AMD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$150,181,383
+$147,880,663 QoQ
Shares Held
738,246
+6771.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 20261832 Asset Management L.P. holds $3,705,614,543 across 15 Semiconductors names. AMD ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,466,648 | $1,650,983,411 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,616,954 | $884,399,604 | |
| 3 | AVGO |
Broadcom Inc.
|
1,174,029 | $363,373,715 | |
| 4 | ADI |
Analog Devices Inc
|
512,638 | $163,090,653 | |
| 5 | MU |
Micron Technology Inc
|
464,551 | $156,943,909 | |
| 6 | AMD |
Advanced Micro Devices Inc
This page
|
738,246 | $150,181,383 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
956,457 | $94,737,065 | |
| 8 | ALAB |
Astera Labs, Inc.
|
850,700 | $93,236,720 |
All Filings in AMD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,181,383 | 738,246 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,300,720 | 10,743 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,515,972 | 9,370 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,296,824 | 9,139 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,529,695 | 14,889 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $909,548 | 7,530 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,510,454 | 210,327 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,937,079 | 166,063 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $24,745,539 | 137,102 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,846,752 | 80,366 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,219,636 | 79,942 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $44,894,550 | 394,123 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $44,946,307 | 458,589 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $78,675,017 | 1,214,683 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $55,084,867 | 869,395 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,204,643 | 486,526 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $81,272,750 | 743,303 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $527,618,703 | 3,666,565 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $20,861,740 | 202,738 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $119,162,697 | 1,268,633 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $95,738,600 | 1,219,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $309,759,696 | 3,377,600 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $57,659,544 | 1,267,800 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||