Shikiar Asset Management Boosts Stake in AMD

Investment firm increases holdings in semiconductor manufacturer by 23.6%

Apr. 9, 2026 at 12:08pm

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An extreme close-up of highly detailed, interlocking metal gears and circuit boards in shades of silver, steel, and copper, conceptually representing the complex internal mechanics of a high-performance semiconductor.Shikiar Asset Management's increased investment in AMD reflects ongoing confidence in the semiconductor company's ability to power the next generation of computing.Sunnyvale Today

Shikiar Asset Management Inc. raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 23.6% during the 4th quarter, according to the company's latest 13F filing with the Securities and Exchange Commission. The institutional investor now owns 22,116 shares of the semiconductor manufacturer's stock, worth $4.7 million.

Why it matters

The increase in Shikiar's AMD holdings reflects ongoing investor confidence in the semiconductor company, which has seen its stock price rise significantly in recent years as it has gained market share from rival Intel. AMD's chips power a growing number of PCs, servers, and gaming consoles.

The details

Shikiar Asset Management added 4,220 shares of AMD to its portfolio during the fourth quarter. The firm now owns a total of 22,116 AMD shares, up from 17,896 shares at the end of the previous quarter. AMD's stock price has risen over 23% in the past year as the company has continued to gain ground in the CPU and GPU markets.

  • Shikiar Asset Management increased its AMD stake during the 4th quarter of 2025.
  • AMD's stock price has risen over 23% in the past year.

The players

Shikiar Asset Management Inc.

An institutional investment firm that manages a portfolio of stocks, including a position in semiconductor manufacturer Advanced Micro Devices.

Advanced Micro Devices, Inc.

A global semiconductor company that designs and sells microprocessors, graphics processors, and other computing solutions for a range of markets, including consumer, commercial, and data center.

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The takeaway

Shikiar Asset Management's increased stake in AMD reflects ongoing investor confidence in the semiconductor company's ability to gain market share and capitalize on growing demand for its products across PCs, servers, and gaming consoles.