PICTON MAHONEY ASSET MANAGEMENT

Position in AMD — Advanced Micro Devices Inc

CIK 1539041 Toronto, A6

Position in AMD

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$21,447,624

+$13,711,523 QoQ

Shares Held

105,430

+191.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $349,360,412 across 13 Semiconductors names. AMD ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	889,790	$155,179,376
2	AVGO	Broadcom Inc.	192,152	$59,472,965
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	99,636	$33,671,986
4	ADI	Analog Devices Inc	84,552	$26,899,373
5	AMD	Advanced Micro Devices Inc This page	105,430	$21,447,624
6	INTC	Intel Corp	325,094	$14,346,398
7	MU	Micron Technology Inc	40,405	$13,650,425
8	LASR	Nlight, Inc.	151,978	$8,665,785

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.