M & L Capital Management Ltd: ADVANCED MICRO DEVICES INC (AMD): Quarterly 13F Position History
As of Q3 2026, M & L Capital Management Ltd reported 58,350 shares of ADVANCED MICRO DEVICES INC (AMD), worth $35.7M and representing 7.4% of its 13F equity book. Quarter-over-quarter share count change: + 56,650 (+3332.4%) . The position first appeared in Q4 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 58,350Shares Held (Latest Filing)
- $35.7MReported Market Value (Latest Filing)
- 7.4%Portfolio Weight (% of 13F Equity Book)
- +56,650Quarter-over-Quarter Share Change
- +$34.7MQuarter-over-Quarter Value Change
- 200,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q3 2026 | 58,350 | +56,650 | +3332.4% | $35.7M | 7.4% | $611.8 |
| Q2 2026 | 1,700 | +1,700 | – | $987.5K | 0.3% | $580.9 |
| Q1 2026 | 0 | 25,800 | -100.0% | $0 | 0.0% | – |
| Q4 2025 | 25,800 | 135,200 | -84.0% | $5.5M | 1.2% | $214.2 |
| Q3 2025 | 161,000 | 0 | – | $26.0M | 5.2% | $161.8 |
| Q2 2025 | 161,000 | 39,000 | -19.5% | $22.8M | 5.2% | $141.9 |
| Q1 2025 | 200,000 | 0 | – | $20.5M | 6.2% | $102.7 |
| Q4 2024 | 200,000 | – | – | $24.2M | 5.9% | $120.8 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did M & L Capital Management Ltd first disclose a AMD position in 13F-HR filings?
M & L Capital Management Ltd first reported ADVANCED MICRO DEVICES INC (AMD) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was M & L Capital Management Ltd's most recent quarter-over-quarter share-count change in AMD?
Between Q2 2026 and Q3 2026, M & L Capital Management Ltd added 56,650 shares of AMD (+3332.4%), bringing the total reported position to 58,350 shares at a market value of $35.7M.
Does the implied price-per-share represent M & L Capital Management Ltd'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.