Position in AMD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$54,024,630
+$52,397,190 QoQ
Shares Held
93,000
+1062.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
6.03%
of 13F equity value
Holder Rank
#57
of 1,314 holders
Holding Since
Mar 2020
14 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 Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$21,994,500
PutShares
155,000
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, 2026ARDSLEY ADVISORY PARTNERS LP holds $119,966,755 across 11 Semiconductors names. AMD ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
This page
|
93,000 | $54,024,630 | |
| 2 | ARM |
Arm Holdings PLC /Uk
|
47,000 | $16,664,790 | |
| 3 | CBRS |
Cerebras Systems Inc.
|
39,000 | $8,619,000 | |
| 4 | AVGO |
Broadcom Inc.
|
21,000 | $7,932,750 | |
| 5 | SMTC |
Semtech Corp
|
45,000 | $7,283,250 | |
| 6 | MCHP |
Microchip Technology Inc
|
70,000 | $6,384,000 | |
| 7 | PI |
Impinj Inc
|
33,000 | $4,726,590 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
54,500 | $4,491,345 |
All Filings in AMD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,024,630 | 93,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,627,440 | 8,000 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $21,994,500 | 155,000 | Put | Sole | 2025-08-14 | |
| 2024-06-30 | $2,757,570 | 17,000 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $4,512,250 | 25,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,497,980 | 78,000 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $389,664 | 6,150 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $1,590,095 | 11,050 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $823,200 | 8,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $4,059,405 | 39,450 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,809,216 | 51,200 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $1,878,600 | 20,000 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $3,508,950 | 44,700 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $1,177,500 | 15,000 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $2,324,848 | 25,350 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $848,596 | 10,350 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $973,272 | 21,400 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||