Advanced Micro Devices, Inc.
MX ˙ BMV ˙ US0079031078
SecurityMX:AMD / Advanced Micro Devices, Inc.
InstitutionNicholas Company, Inc.
Latest Disclosed Ownership257,476 shares
Latest Disclosed Value $ 52,378,343
Nicholas Company, Inc. reports 13.55% decrease in ownership of AMD / Advanced Micro Devices, Inc.

On May 4, 2026 - Nicholas Company, Inc. filed a 13F-HR form disclosing ownership of 257,476 shares of Advanced Micro Devices, Inc. (MX:AMD) valued at $52,378,343 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 297,845 shares of Advanced Micro Devices, Inc.. This represents a change in shares of -13.55% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F Advanced Micro Devices COM 007903107 257,476 -40,369 -13.55 52,378 -17.88 1.0278
2026-02-04 2025-12-31 13F Advanced Micro Devices COM 007903107 297,845 -150,870 -33.62 63,786 -12.14 1.1172
2025-11-12 2025-09-30 13F Advanced Micro Devices COM 007903107 448,715 -60,450 -11.87 72,598 0.48 1.2319
2025-08-05 2025-06-30 13F Advanced Micro Devices COM 007903107 509,165 -57,905 -10.21 72,251 24.01 1.2094
2025-05-08 2025-03-31 13F Advanced Micro Devices COM 007903107 567,070 155,513 37.79 58,261 17.20 1.0089
2025-02-10 2024-12-31 13F Advanced Micro Devices COM 007903107 411,557 73,264 21.66 49,712 -10.44 0.8050
2024-11-12 2024-09-30 13F Advanced Micro Devices COM 007903107 338,293 45,270 15.45 55,507 16.78 0.9031
2024-07-24 2024-06-30 13F Advanced Micro Devices COM 007903107 293,023 68,755 30.66 47,531 17.42 0.7908
2024-05-14 2024-03-31 13F Advanced Micro Devices COM 007903107 224,268 -130,355 -36.76 40,478 -22.57 0.6689
2024-02-13 2023-12-31 13F Advanced Micro Devices COM 007903107 354,623 0 0.00 52,275 43.37 0.9253
2024-02-13 2023-09-30 13F/A-1 Advanced Micro Devices COM 007903107 354,623 -140 -0.04 36,462 -9.77 0.7298
2023-11-13 2023-09-30 13F Advanced Micro Devices COM 007903107 354,623 -140 36,462 0.7298
2024-02-13 2023-06-30 13F/A-2 Advanced Micro Devices COM 007903107 354,763 -109,430 -23.57 40,411 -11.17 0.7733
2023-10-31 2023-06-30 13F/A-1 Advanced Micro Devices COM 007903107 354,763 -109,430 40,411 0.7733
2023-08-08 2023-06-30 13F Advanced Micro Devices COM 007903107 354,763 -109,430 40,411 0.7733
2024-02-13 2023-03-31 13F/A-1 Advanced Micro Devices COM 007903107 464,193 -83,100 -15.18 45,496 28.34 0.9230
2023-05-11 2023-03-31 13F Advanced Micro Devices COM 007903107 464,193 -83,100 45,496 0.9230
2024-02-13 2022-12-31 13F/A-1 Advanced Micro Devices COM 007903107 547,293 136,405 33.20 35,448 36.17 0.7583
2023-02-09 2022-12-31 13F Advanced Micro Devices COM 007903107 547,293 136,405 35,448 0.7583
2024-02-13 2022-09-30 13F/A-1 Advanced Micro Devices COM 007903107 410,888 75 0.02 26,034 -17.13 0.5959
2022-11-14 2022-09-30 13F Advanced Micro Devices COM 007903107 410,888 75 26,034 0.5959
2024-02-13 2022-06-30 13F/A-1 Advanced Micro Devices COM 007903107 410,813 -129 -0.03 31,415 -30.09 0.6861
2022-07-26 2022-06-30 13F Advanced Micro Devices COM 007903107 410,813 -129 31,415 0.6861
2024-02-13 2022-03-31 13F/A-1 Advanced Micro Devices COM 007903107 410,942 410,942 44,932 0.8015
2022-05-11 2022-03-31 13F Advanced Micro Devices COM 007903107 410,942 410,942 44,932 0.8015
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.