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Disclosery

ITHAKA GROUP LLC: AMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ITHAKA GROUP LLC on AMD, newest first. How the timeline and the estimate are built.

ITHAKA GROUP LLC held 72,777 AMD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,777 shares
    Change vs previous 13F -5,187 shares

    7.68% of the 13F portfolio, value $42,276,887.

    13F-HR 0001104659-26-093794 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,964 shares
    Change vs previous 13F +1,568 shares

    3.29% of the 13F portfolio, value $15,860,217.

    13F-HR 0001104659-26-059088 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 76,396 shares
    Change vs previous 13F +1,040 shares

    2.92% of the 13F portfolio, value $16,360,967.

    13F-HR 0001104659-26-012519 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,356 shares
    Change vs previous 13F -256 shares

    2.08% of the 13F portfolio, value $12,191,847.

    13F-HR 0001104659-25-109736 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 75,612 shares
    Change vs previous 13F -4,106 shares

    1.84% of the 13F portfolio, value $10,729,343.

    13F-HR 0001104659-25-076721 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 79,718 shares
    Change vs previous 13F +215 shares

    1.67% of the 13F portfolio, value $8,190,227.

    13F-HR 0001104659-25-046665 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 79,503 shares
    Change vs previous 13F -2,829 shares

    1.77% of the 13F portfolio, value $9,603,167.

    13F-HR 0001104659-25-010799 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 82,332 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $13,509,035.

    13F-HR 0001104659-24-116524 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).