Estuary Capital Management LP

Position in AMD — Advanced Micro Devices Inc

CIK 1965005 WAYZATA, MN

Position in AMD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$34,511,899

-$1,777,513 QoQ

Shares Held

169,650

+0.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

5.80%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Estuary Capital Management LP holds $157,849,703 across 5 Semiconductors names. AMD ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd	412,227	$38,695,748
2	AMD	Advanced Micro Devices Inc This page	169,650	$34,511,899
3	NVDA	Nvidia Corp	189,031	$32,967,006
4	AVGO	Broadcom Inc.	106,420	$32,938,054
5	ALAB	Astera Labs, Inc.	170,958	$18,736,996

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,511,899	169,650	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$36,289,412	169,450	-4.5%	Shares	Sole	2026-02-17
2024-09-30	$29,124,200	177,500	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.