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Position history for Picton Mahoney Asset ManagementPicton Mahoney Asset Management's holdings in Advanced Micro Devices, Inc.

Yes. Picton Mahoney Asset Management holds 108,198 shares of AMD (Advanced Micro Devices), worth $62.9M, as of its Q2 2026 13F filing. It increased the position by 2,768 shares (+2.6%) from Q1 2026. Picton Mahoney Asset Management has held AMD since Q2 2025, across 5 quarterly 13F filings. AMD is 0.5% of Picton Mahoney Asset Management's reported 13F portfolio.

Current Value

$62.9M

Current Shares

108,198

Total Value Change

+$55.6M

Total Shares Change

+57,032

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
108,198
+2.6%
$62.9M0.5%$580.91
36
2026-Q1
Increased
105,430
+191.9%
$21.4M0.2%$203.43
55
2025-Q4
Increased
36,123
+69.4%
$7.7M0.1%$214.16
41
2025-Q3
Decreased
21,328
-58.3%
$3.4M0.0%$161.79
0
2025-Q2
New
51,166
—
$7.3M0.1%$141.90
38

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