13F Portfolios

Columbus Hill Capital Management, L.P.: ADVANCED MICRO DEVICES INC (AMD): Quarterly 13F Position History

As of Q1 2026, Columbus Hill Capital Management, L.P. reported 179,476 shares of ADVANCED MICRO DEVICES INC (AMD), worth $36.5M and representing 6.2% of its 13F equity book. Quarter-over-quarter share count change: + 53,800 (+42.8%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 179,476 +53,800 +42.8% $36.5M 6.2% $203.4
Q4 2025 125,676 52,641 -29.5% $26.9M 3.8% $214.2
Q3 2025 178,317 +20,517 +13.0% $28.8M 3.8% $161.8
Q2 2025 157,800 $22.4M 3.2% $141.9

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Columbus Hill Capital Management, L.P. first disclose a AMD position in 13F-HR filings?

Columbus Hill Capital Management, L.P. first reported ADVANCED MICRO DEVICES INC (AMD) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was Columbus Hill Capital Management, L.P.'s most recent quarter-over-quarter share-count change in AMD?

Between Q4 2025 and Q1 2026, Columbus Hill Capital Management, L.P. added 53,800 shares of AMD (+42.8%), bringing the total reported position to 179,476 shares at a market value of $36.5M.

Does the implied price-per-share represent Columbus Hill Capital Management, L.P.'s cost basis in AMD?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.