AMD fund manager activity
Advanced Micro Devices, Inc · Nasdaq. Reported by 22 tracked fund managers in their 13F filings, Q2 2014 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Trimmed | 325,000 | $69,602,000 | 1.02% | Feb 17, 2026 |
| Gavin Baker - Atreides Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Philippe Laffont - Coatue Management | No change | 1,239,043 | $265,353,449 | 0.66% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 624,427 | $133,727,300 | 0.05% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Added | 8,307 | $1,779,027 | 0.00% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 120,533 | $25,813,347 | 0.09% | Feb 17, 2026 |
| Mairs & Power Funds | Trimmed | 2,013 | $431,104 | 0.00% | Feb 17, 2026 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | Feb 13, 2026 |
| Bill Nygren - Oakmark Funds | No change | 1,530 | $327,665 | 0.00% | Feb 17, 2026 |
| Viking Global Investors | Trimmed | 3,742,191 | $801,427,625 | 2.13% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | New | 950,000 | $153,700,500 | 2.08% | Nov 13, 2025 |
| Gavin Baker - Atreides Management | Trimmed | 339,358 | $54,904,731 | 1.43% | Nov 14, 2025 |
| Philippe Laffont - Coatue Management | Trimmed | 1,239,043 | $200,464,767 | 0.49% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 679,658 | $109,962,063 | 0.04% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Trimmed | 7,873 | $1,273,773 | 0.00% | Nov 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 119,762 | $19,376,294 | 0.08% | Nov 14, 2025 |
| Hillman Capital Management | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Mairs & Power Funds | Added | 2,596 | $420,007 | 0.00% | Nov 14, 2025 |
| Lee Ainslie - Maverick Capital | Trimmed | 933,011 | $150,951,850 | 2.02% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 1,530 | $247,539 | 0.00% | Nov 14, 2025 |
| Viking Global Investors | Added | 4,181,269 | $676,487,512 | 1.76% | Nov 14, 2025 |