Question 1

How many shares of AMD does PICTON MAHONEY ASSET MANAGEMENT own?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT holds 108,198 shares of AMD (ADVANCED MICRO DEVICES).

Question 2

What is PICTON MAHONEY ASSET MANAGEMENT's AMD position worth?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT's AMD position is worth $62.9M.

Question 3

Is PICTON MAHONEY ASSET MANAGEMENT buying or selling AMD?

Accepted Answer

In 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT increased their AMD position (+2.6% change in shares).

Question 4

When did PICTON MAHONEY ASSET MANAGEMENT first buy AMD?

Accepted Answer

Based on available 13F filings, PICTON MAHONEY ASSET MANAGEMENT first reported a position in AMD in 2025-Q2. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	108,198	+2.6%	$62.9M	0.5%	$580.91	36
2026-Q1	Increased	105,430	+191.9%	$21.4M	0.2%	$203.43	55
2025-Q4	Increased	36,123	+69.4%	$7.7M	0.1%	$214.16	41
2025-Q3	Decreased	21,328	-58.3%	$3,449	0.0%	$161.79	0
2025-Q2	New	51,166	—	$7,261	0.1%	$141.90	22