Position in AMD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$279,106,773
-$8,358,267 QoQ
Shares Held
1,372,004
+2.2% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 98.06123014218618.ToString("F0")%
Shared 0.ToString("F0")%
None 1.9387698578138257.ToString("F0")%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Mar 31, 2026CallValue
$1,220,580
CallShares
6,000
PutValue
$1,017,150
PutShares
5,000
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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $5,261,753,865 across 53 Semiconductors names. AMD ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,234,245 | $1,959,252,328 | |
| 2 | MU |
Micron Technology Inc
|
2,290,444 | $773,803,600 | |
| 3 | AVGO |
Broadcom Inc.
|
2,225,253 | $688,738,056 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
1,372,004 | $279,106,773 | |
| 5 | ON |
On Semiconductor Corp
|
4,453,815 | $275,780,224 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
608,329 | $205,584,785 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
|
3,473,003 | $185,979,310 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
2,674,297 | $118,952,730 |
All Filings in AMD
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,220,580 | 6,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,017,150 | 5,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $279,106,773 | 1,372,004 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $287,465,040 | 1,342,291 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $13,706,240 | 64,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $11,650,304 | 54,400 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $808,950 | 5,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $323,580 | 2,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $242,900,342 | 1,501,331 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,375,283 | 44,928 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $230,851,848 | 2,246,952 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $21,396,852 | 130,405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $237,113,387 | 1,461,768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,783,536 | 37,584 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $208,384,967 | 1,413,642 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $263,372,915 | 2,561,495 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,052,788 | 26,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,626,668 | 26,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $246,924,873 | 3,812,334 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $79,770,936 | 1,259,011 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $181,494,996 | 1,659,914 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $274,220,013 | 1,905,629 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $4,201,880 | 29,200 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $3,453,600 | 24,000 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $11,967,270 | 116,300 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $12,759,600 | 124,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $5,472,839 | 53,186 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $174,275,091 | 1,855,372 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $40,840,764 | 434,800 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $41,564,025 | 442,500 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $69,904,250 | 890,500 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $63,357,350 | 807,100 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $217,404,886 | 2,769,489 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $14,746,968 | 160,800 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $173,295,216 | 1,889,600 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $13,949,091 | 152,100 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $33,312,537 | 406,300 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $38,207,340 | 466,000 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $23,923,370 | 291,784 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $34,696,295 | 659,500 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $29,529,993 | 561,300 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $5,388,106 | 118,472 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $27,924,720 | 614,000 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $24,886,656 | 547,200 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||