SEC 13F Intelligence

Firetrail Investments Pty Ltd / AMD

Firetrail Investments Pty Ltd’s Advanced Micro Devices Inc Position

Does Firetrail Investments Pty Ltd own Advanced Micro Devices Inc (AMD)? Yes — 76.1K shares worth $15M (+5.29% of its 13F portfolio) as of Q1 2026, up from 72.7K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
76.1K
% of Portfolio
+5.29%
Quarters Held
8
currently held

Position History AMD

Reported value by quarter
Q2 ’24: $9MQ2 ’24Q3 ’24: $12MQ3 ’24Q4 ’24: $10MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $14MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $16MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202676.1K$15M+5.29%
Q4 202572.7K$16M+5.13%
Q3 202598.8K$16M+3.97%
Q2 202599.5K$14M+3.67%
Q1 202581.5K$8M+2.47%
Q4 202478.5K$10M+2.85%
Q3 202472.1K$12M+3.41%
Q2 202457.6K$9M+2.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Firetrail Investments Pty Ltd’s full portfolio or all institutional holders of AMD.