Polymer Capital Management (HK) LTD
Position in AMD — Advanced Micro Devices Inc
CIK 1970465
HONG KONG, K3
Position in AMD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,712,906
+$3,541,585 QoQ
Shares Held
42,830
+77.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Dec 31, 2024CallValue
$3,140,540
CallShares
26,000
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 Mar 31, 2026Polymer Capital Management (HK) LTD holds $156,202,609 across 14 Semiconductors names. AMD ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
421,120 | $73,443,328 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
93,706 | $31,667,942 | |
| 3 | ASX |
ASE Technology Holding Co., Ltd.
|
443,215 | $9,608,901 | |
| 4 | MU |
Micron Technology Inc
|
28,273 | $9,551,750 | |
| 5 | AMD |
Advanced Micro Devices Inc
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|
42,830 | $8,712,906 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
32,826 | $5,760,306 | |
| 7 | AVGO |
Broadcom Inc.
|
16,711 | $5,172,221 | |
| 8 | SITM |
SITIME Corp
|
7,480 | $2,583,218 |
All Filings in AMD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,712,906 | 42,830 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,171,321 | 24,147 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,098,835 | 37,696 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,620,662 | 201,696 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,195,744 | 216,038 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,140,540 | 26,000 | Call | Sole | 2025-02-13 | |
| 2024-12-31 | $3,780,727 | 31,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,530,384 | 39,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $405,525 | 2,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,205,673 | 6,680 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,685,250 | 25,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $9,077,950 | 61,583 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||