BLUEFIN CAPITAL MANAGEMENT, LLC
Position in AMD — Advanced Micro Devices Inc
CIK 1144208
NEW YORK, NY
Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,481,182
-$44,223,818 QoQ
Shares Held
50,750
-89.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
9.21%
of 13F equity value
Holder Rank
#640
of 3,960 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$73,705,000
PutShares
500,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026BLUEFIN CAPITAL MANAGEMENT, LLC holds $77,856,541 across 6 Semiconductors names. AMD ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
200,000 | $40,018,000 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
50,750 | $29,481,182 | |
| 3 | MU |
Micron Technology Inc
|
3,849 | $4,442,862 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
9,009 | $2,683,691 | |
| 5 | MX |
MAGNACHIP SEMICONDUCTOR Corp
|
147,698 | $698,611 | |
| 6 | QCOM |
Qualcomm Inc/De
|
2,880 | $532,195 |
All Filings in AMD
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,481,182 | 50,750 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $73,705,000 | 500,000 | Put | Sole | 2024-02-16 | |
| 2023-12-31 | $73,705,000 | 500,000 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $3,050 | 20,000 | Call | Sole | 2023-11-14 | |
| 2022-12-31 | $1,311,291 | 306,400 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $1,840 | 243,900 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $1,594,264 | 25,162 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $633,600 | 10,000 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $372,000 | 31,200 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $4,250,126 | 55,579 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $321,000 | 61,500 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $840,000 | 101,800 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $26,000 | 116,200 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $2,102,280 | 19,227 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,013,000 | 175,200 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $97,000 | 56,900 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $3,000 | 16,500 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $205,800 | 2,000 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $377,000 | 20,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $32,000 | 92,700 | Put | Sole | 2021-08-18 | |
| 2021-06-30 | $5,601,139 | 59,631 | Shares | Sole | 2021-08-18 | |
| 2021-06-30 | $504,000 | 101,200 | Call | Sole | 2021-08-18 | |
| 2021-03-31 | $3,000 | 50,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $235,500 | 3,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,695,105 | 73,003 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $2,000 | 46,400 | Put | Sole | 2021-02-10 | |
| 2020-12-31 | $51,000 | 11,700 | Call | Sole | 2021-02-10 | |
| 2020-09-30 | $85,000 | 11,700 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $5,182,669 | 63,211 | Principal | Sole | 2020-11-16 | |
| 2020-09-30 | $25,000 | 88,000 | Put | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||