SEC 13F Intelligence

Estuary Capital Management LP / AMD

Estuary Capital Management LP’s Advanced Micro Devices Inc Position

Does Estuary Capital Management LP own Advanced Micro Devices Inc (AMD)? Yes — 169.7K shares worth $35M (+5.77% of its 13F portfolio) as of Q1 2026, up from 169.4K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
169.7K
% of Portfolio
+5.77%
Quarters Held
3
currently held

Position History AMD

Reported value by quarter
Q3 ’24: $29MQ3 ’24Q4 ’25: $36MQ4 ’25Q1 ’26: $35MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026169.7K$35M+5.77%
Q4 2025169.4K$36M+6.45%
Q3 2024177.5K$29M+7.81%

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