Skip to main content
Equibles

TWO SIGMA INVESTMENTS, LP

Position in AMD — Advanced Micro Devices Inc

CIK 1179392 NEW YORK, NY
Back to AMD Full portfolio

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$880,322,051
+$601,215,278 QoQ
Shares Held
1,515,419
+10.5% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#89
of 3,967 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in AMD Over Time

Shares Held

Position Value (USD)

Derivatives in AMD

reported options exposure · as of Jun 30, 2026
CallValue
$38,746,697
CallShares
66,700
PutValue
$45,891,890
PutShares
79,000

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, 2026

TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. AMD ranks #2 (12.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 6,284,574 $1,257,480,411
2 AMD
Advanced Micro Devices Inc
This page 		1,515,419 $880,322,051
3 MU
Micron Technology Inc
 535,173 $617,744,842
4 TXN
Texas Instruments Inc
 1,371,840 $408,904,348
5 ON
On Semiconductor Corp
 4,068,560 $384,641,662
6 GFS
GLOBALFOUNDRIES Inc.
 3,417,505 $281,636,587
7 MPWR
Monolithic Power Systems, Inc.
 190,505 $263,346,491
8 ARM
Arm Holdings PLC /Uk
 660,156 $234,071,512

All Filings in AMD

Export CSV
47 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $45,891,890 79,000
2026-06-30 $38,746,697 66,700
2026-06-30 $880,322,051 1,515,419
2026-03-31 $1,220,580 6,000
2026-03-31 $1,017,150 5,000
2026-03-31 $279,106,773 1,372,004
2025-12-31 $287,465,040 1,342,291
2025-12-31 $13,706,240 64,000
2025-12-31 $11,650,304 54,400
2025-09-30 $808,950 5,000
2025-09-30 $323,580 2,000
2025-09-30 $242,900,342 1,501,331
2025-06-30 $6,375,283 44,928
2025-03-31 $230,851,848 2,246,952
2024-09-30 $21,396,852 130,405
2024-06-30 $237,113,387 1,461,768
2024-03-31 $6,783,536 37,584
2023-12-31 $208,384,967 1,413,642
2023-09-30 $263,372,915 2,561,495
2023-06-30 $3,052,788 26,800
2023-03-31 $2,626,668 26,800
2022-12-31 $246,924,873 3,812,334
2022-09-30 $79,770,936 1,259,011
2022-03-31 $181,494,996 1,659,914
2021-12-31 $274,220,013 1,905,629
2021-12-31 $4,201,880 29,200
2021-12-31 $3,453,600 24,000
2021-09-30 $11,967,270 116,300
2021-09-30 $12,759,600 124,000
2021-09-30 $5,472,839 53,186
2021-06-30 $174,275,091 1,855,372
2021-06-30 $40,840,764 434,800
2021-06-30 $41,564,025 442,500
2021-03-31 $69,904,250 890,500
2021-03-31 $63,357,350 807,100
2021-03-31 $217,404,886 2,769,489
2020-12-31 $14,746,968 160,800
2020-12-31 $173,295,216 1,889,600
2020-12-31 $13,949,091 152,100
2020-09-30 $33,312,537 406,300
2020-09-30 $38,207,340 466,000
2020-09-30 $23,923,370 291,784
2020-06-30 $34,696,295 659,500
2020-06-30 $29,529,993 561,300
2020-03-31 $5,388,106 118,472
2020-03-31 $27,924,720 614,000
2020-03-31 $24,886,656 547,200

Report a Problem

Category
Description
Email (optional, for follow-up)