Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$329,375
+$256,347 QoQ
Shares Held
567
+66.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,361
of 3,954 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Mar 31, 2024CallValue
$18,049,000
CallShares
100,000
PutValue
$0
PutShares
0
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, 2026Quarry LP holds $66,420,849 across 44 Semiconductors names. AMD ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
185,070 | $55,130,502 | |
| 2 | QRVO |
Qorvo, Inc.
|
92,207 | $8,600,146 | |
| 3 | MU |
Micron Technology Inc
|
584 | $674,105 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
567 | $329,375 | |
| 5 | TXN |
Texas Instruments Inc
|
914 | $272,435 | |
| 6 | ON |
On Semiconductor Corp
|
2,771 | $261,970 | |
| 7 | INTC |
Intel Corp
|
1,855 | $259,013 | |
| 8 | NVDA |
Nvidia Corp
|
957 | $191,486 |
All Filings in AMD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,375 | 567 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $73,028 | 341 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $210,003 | 1,298 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $401,009 | 2,826 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $64,726 | 630 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $194,955 | 1,614 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $44,957 | 274 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $163,669 | 1,009 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $55,951 | 310 | Shares | Other | 2024-05-15 | |
| 2024-03-31 | $18,049,000 | 100,000 | Call | Other | 2024-05-15 | |
| 2023-12-31 | $5,748 | 39 | Shares | Other | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||