SELDON CAPITAL LP

Position in AMD — Advanced Micro Devices Inc

CIK 1867731 SAN FRANCISCO, CA

Back to AMD Full portfolio

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$488,545

+$488,545 QoQ

Shares Held

841

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#3,050

of 3,969 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMD Over Time

Shares Held

Position Value (USD)

Derivatives in AMD

reported options exposure · as of Jun 30, 2023

CallValue

CallShares

PutValue

$2,107,335

PutShares

18,500

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, 2026

SELDON CAPITAL LP holds $42,142,972 across 8 Semiconductors names. AMD ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTC	Intel Corp	226,071	$31,566,293
2	NVDA	Nvidia Corp	17,840	$3,569,605
3	STM	STMicroelectronics N.V.	44,965	$3,367,428
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	3,823	$1,825,750
5	AVGO	Broadcom Inc.	1,920	$725,280
6	AMD	Advanced Micro Devices Inc This page	841	$488,545
7	MRVL	Marvell Technology, Inc.	1,342	$399,768
8	TXN	Texas Instruments Inc	672	$200,303

All Filings in AMD

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$488,545	841	-95.8%	Shares	Sole	2026-08-14
2023-06-30	$2,107,335	18,500	—	Put	Sole	2023-08-11
2023-03-31	$1,979,507	20,197	+2301.5%	Shares	Sole	2023-05-12
2022-12-31	$54,471	841	0.0%	Shares	Sole	2023-02-10
2022-09-30	$53,285	841	-99.1%	Shares	Sole	2022-11-14
2022-06-30	$6,937,893	90,727	+98.2%	Shares	Sole	2022-08-11
2022-03-31	$5,006,022	45,784	+13.3%	Shares	Sole	2022-05-13
2021-12-31	$5,815,142	40,411	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.