SEC 13F Intelligence

Ardmore Road Asset Management LP / AMD

Ardmore Road Asset Management LP’s Advanced Micro Devices Inc Position

Does Ardmore Road Asset Management LP own Advanced Micro Devices Inc (AMD)? Yes — 110.0K shares worth $22M (+1.47% of its 13F portfolio) as of Q1 2026, down from 156.3K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
110.0K
% of Portfolio
+1.47%
Quarters Held
7
currently held

Position History AMD

Reported value by quarter
Q4 ’23: $15MQ4 ’23Q3 ’24: $37MQ3 ’24Q1 ’25: $15MQ1 ’25Q2 ’25: $85MQ2 ’25Q3 ’25: $73MQ3 ’25Q4 ’25: $33MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026110.0K$22M+1.47%
Q4 2025156.3K$33M+2.54%
Q3 2025451.0K$73M+4.71%
Q2 2025600.0K$85M+7.05%
Q1 2025150.0K$15M+1.58%
Q3 2024225.0K$37M+4.76%
Q4 2023100.0K$15M+3.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ardmore Road Asset Management LP’s full portfolio or all institutional holders of AMD.