Ardmore Road Asset Management LP
Position in AMD — Advanced Micro Devices Inc
CIK 1835730
WESTPORT, CT
Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,613,750
+$50,236,450 QoQ
Shares Held
125,000
+13.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
4.27%
of 13F equity value
Holder Rank
#410
of 3,969 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Ardmore Road Asset Management LP holds $192,835,277 across 10 Semiconductors names. AMD ranks #1 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
This page
|
125,000 | $72,613,750 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
112,800 | $53,869,896 | |
| 3 | QCOM |
Qualcomm Inc/De
|
211,200 | $39,027,648 | |
| 4 | SMTC |
Semtech Corp
|
110,000 | $17,803,500 | |
| 5 | STM |
STMicroelectronics N.V.
|
60,000 | $4,493,400 | |
| 6 | MU |
Micron Technology Inc
|
900 | $1,038,861 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
3,400 | $1,012,826 | |
| 8 | NVDA |
Nvidia Corp
|
5,000 | $1,000,450 |
All Filings in AMD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,613,750 | 125,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,377,300 | 110,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,462,500 | 156,250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $72,967,290 | 451,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $85,140,000 | 600,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,411,000 | 150,000 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $36,918,000 | 225,000 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $14,741,000 | 100,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||