Position in AMD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,728,615
+$29,657,592 QoQ
Shares Held
63,226
+81.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.33%
of 13F equity value
Holder Rank
#574
of 3,983 holders
Holding Since
Mar 2020
26 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
$18,426,250
CallShares
125,000
PutValue
$0
PutShares
0
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, 2026Zweig-DiMenna Associates LLC holds $247,360,079 across 10 Semiconductors names. AMD ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
41,377 | $47,761,057 | |
| 2 | AMD |
Advanced Micro Devices Inc
This page
|
63,226 | $36,728,615 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
64,728 | $30,912,150 | |
| 4 | NVDA |
Nvidia Corp
|
146,615 | $29,336,195 | |
| 5 | AVGO |
Broadcom Inc.
|
69,814 | $26,372,238 | |
| 6 | NXPI |
NXP Semiconductors N.V.
|
79,301 | $22,285,960 | |
| 7 | ADI |
Analog Devices Inc
|
36,250 | $14,397,412 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
48,233 | $14,368,128 |
All Filings in AMD
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,728,615 | 63,226 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,071,023 | 34,759 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,971,838 | 74,579 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,746,277 | 72,602 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,525,758 | 31,894 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,276,789 | 31,894 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $14,596,988 | 120,846 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $19,492,539 | 118,799 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $18,930,718 | 116,705 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $30,060,609 | 166,550 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $24,587,988 | 166,800 | Shares | Sole | 2024-01-25 | |
| 2023-12-31 | $18,426,250 | 125,000 | Call | Sole | 2024-01-25 | |
| 2023-09-30 | $18,841,765 | 183,250 | Shares | Sole | 2023-10-25 | |
| 2023-09-30 | $10,282,000 | 100,000 | Call | Sole | 2023-10-25 | |
| 2023-06-30 | $19,347,613 | 169,850 | Shares | Sole | 2023-07-26 | |
| 2023-06-30 | $28,249,680 | 248,000 | Call | Sole | 2023-07-26 | |
| 2023-03-31 | $20,517,511 | 209,341 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,196,757 | 141,991 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,705,989 | 58,491 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $4,472,806 | 58,491 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,395,405 | 58,491 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $44,292,563 | 307,801 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $34,205,709 | 332,417 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $27,137,598 | 288,913 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $20,051,647 | 255,435 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $30,336,659 | 330,789 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $27,909,068 | 340,396 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $18,619,889 | 353,923 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $18,781,511 | 412,962 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||