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Disclosery

Thematics Asset Management: AMD position timeline

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

Thematics Asset Management held 155,867 AMD shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 155,867 shares
    Change vs previous 13F -123,756 shares

    1.14% of the 13F portfolio, value $25,217,722.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 279,623 shares
    Change vs previous 13F +685 shares

    1.78% of the 13F portfolio, value $39,678,504.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 278,938 shares
    Change vs previous 13F +9,829 shares

    1.45% of the 13F portfolio, value $28,658,090.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 269,109 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $32,505,676.

    13F-HR 0001104659-25-012944 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 269,109 shares
    Change vs previous 13F +45,957 shares

    1.75% of the 13F portfolio, value $44,155,405.

    13F-HR 0001104659-24-117705 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 223,152 shares
    Change vs previous 13F +48,097 shares

    1.48% of the 13F portfolio, value $36,197,486.

    13F-HR 0001104659-24-088937 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 175,055 shares
    Change vs previous 13F -13,265 shares

    1.31% of the 13F portfolio, value $31,595,677.

    13F-HR 0001104659-24-060512 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 188,320 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $27,760,251.

    13F-HR 0001104659-24-019861 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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