PICTON MAHONEY ASSET MANAGEMENT

Position in AMD — Advanced Micro Devices Inc

CIK 1539041 Toronto, A6

Position in AMD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$62,853,300

+$41,405,676 QoQ

Shares Held

108,198

+2.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#438

of 3,984 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $511,419,563 across 18 Semiconductors names. AMD ranks #2 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	848,217	$169,719,739
2	AMD	Advanced Micro Devices Inc This page	108,198	$62,853,300
3	MU	Micron Technology Inc	47,110	$54,378,601
4	AVGO	Broadcom Inc.	127,742	$48,254,540
5	INTC	Intel Corp	333,786	$46,606,539
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	92,038	$43,954,587
7	ADI	Analog Devices Inc	65,391	$25,971,343
8	MRVL	Marvell Technology, Inc.	81,195	$24,187,178

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,853,300	108,198	+2.6%	Shares	Sole	2026-08-13
2026-03-31	$21,447,624	105,430	+191.9%	Shares	Sole	2026-05-13
2025-12-31	$7,736,101	36,123	+69.4%	Shares	Sole	2026-02-11
2025-09-30	$3,450,657	21,328	-58.3%	Shares	Sole	2025-11-12
2025-06-30	$7,260,455	51,166	-46.4%	Shares	Sole	2025-08-12
2024-03-31	$17,217,482	95,393	-21.3%	Shares	Sole	2024-05-09
2023-12-31	$17,870,809	121,232	+16.9%	Shares	Sole	2024-02-06
2023-09-30	$10,667,163	103,746	-19.0%	Shares	Sole	2023-11-06
2023-06-30	$14,595,516	128,132	-27.8%	Shares	Sole	2023-08-03
2023-03-31	$17,385,111	177,381	+13.1%	Shares	Sole	2023-05-08
2022-12-31	$10,158,591	156,841	+14.1%	Shares	Sole	2023-02-13
2022-09-30	$8,711,429	137,491	+3.6%	Shares	Sole	2022-11-09
2022-06-30	$10,145,580	132,674	+0.8%	Shares	Sole	2022-08-08
2022-03-31	$14,396,032	131,663	+57.2%	Shares	Sole	2022-05-11
2021-12-31	$12,048,890	83,731	+6.4%	Shares	Sole	2022-02-15
2021-09-30	$8,098,744	78,705	+3.8%	Shares	Sole	2021-11-09
2021-06-30	$7,125,529	75,860	-58.5%	Shares	Sole	2021-08-11
2021-03-31	$14,339,202	182,665	-21.3%	Shares	Sole	2021-05-14
2020-12-31	$21,294,603	232,195	-0.1%	Shares	Sole	2021-02-12
2020-09-30	$19,047,998	232,321	+41.4%	Shares	Sole	2020-11-02
2020-06-30	$8,646,716	164,355	-52.9%	Shares	Sole	2020-08-05
2020-03-31	$15,860,558	348,737	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.