Position in AMD
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$621,093,982
+$441,031,420 QoQ
Shares Held
2,900,140
+160.6% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 95.14851007192756.ToString("F0")%
Shared 0.ToString("F0")%
None 4.851489928072438.ToString("F0")%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Dec 31, 2025TWO SIGMA ADVISERS, LP holds $4,561,830,093 across 43 Semiconductors names. AMD ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,951,900 | $1,669,529,350 | |
| 2 | MU |
Micron Technology Inc
|
2,331,800 | $665,519,038 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
2,900,140 | $621,093,982 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,662,600 | $505,247,514 | |
| 5 | INTC |
Intel Corp
|
5,212,150 | $192,328,335 | |
| 6 | ON |
On Semiconductor Corp
|
3,296,301 | $178,494,699 | |
| 7 | AVGO |
Broadcom Inc.
|
463,850 | $160,538,485 | |
| 8 | TXN |
Texas Instruments Inc
|
742,500 | $128,816,325 |
All Filings in AMD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $621,093,982 | 2,900,140 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $180,062,562 | 1,112,940 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $154,586,713 | 1,504,640 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $351,207,359 | 2,165,140 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $35,192,663 | 238,740 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $388,375,816 | 3,777,240 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $248,304,862 | 3,833,640 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $153,369,140 | 1,402,681 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $298,687,042 | 2,075,657 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $49,074,386 | 522,457 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $79,077,524 | 1,007,357 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $135,205,118 | 1,474,268 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $32,539,207 | 396,868 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $102,777,212 | 1,953,568 | Shares | Sole | 2020-09-15 | |
| 2020-03-31 | $30,297,320 | 666,168 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||