Advanced Micro Devices (AMD)

Sector:Information Technology
Super Investor Stats:
Ownership count:3
Ownership rank:299
% of all portfolios:0.03%
Hold Price * :$203.43
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
Lee Ainslie - Maverick Capital Buy 676,572 1.60
David Tepper - Appaloosa Management Reduce 31.88% 103,600 0.36
Mairs & Power Funds Reduce 4.12% 83 0.00
Bill Nygren - Oakmark Funds Sell 100.00% 1,530 0.00
Viking Global Investors Sell 100.00% 3,742,191 2.14
Q4  2025
David Tepper - Appaloosa Management Reduce 65.79% 625,000 1.96
Mairs & Power Funds Reduce 22.46% 583 0.00
Viking Global Investors Reduce 10.50% 439,078 0.25
Lee Ainslie - Maverick Capital Sell 100.00% 933,011 2.02
Q3  2025
Mairs & Power Funds Add 46.42% 823 0.00
Viking Global Investors Add 118.85% 2,270,698 0.96
David Tepper - Appaloosa Management Buy 950,000 2.08
Lee Ainslie - Maverick Capital Reduce 20.39% 239,033 0.52
Bill Nygren - Oakmark Funds Reduce 17.74% 330 0.00
Hillman Capital Management Sell 100.00% 24,163 1.87
Q2  2025
Lee Ainslie - Maverick Capital Add 5864.30% 1,152,393 2.51
Bill Nygren - Oakmark Funds Buy 1,860 0.00
Viking Global Investors Buy 1,910,571 0.78
Hillman Capital Management Reduce 24.46% 7,824 0.61
Mairs & Power Funds Reduce 13.00% 265 0.00
Q1  2025
Hillman Capital Management Buy 31,987 1.62
Mairs & Power Funds Reduce 4.45% 95 0.00
Lee Ainslie - Maverick Capital Reduce 4.11% 842 0.00
David Tepper - Appaloosa Management Sell 100.00% 1,200,000 2.24
Q4  2024
David Tepper - Appaloosa Management Add 5.73% 65,000 0.12
Mairs & Power Funds Add 27.50% 460 0.00
Lee Ainslie - Maverick Capital Reduce 97.84% 929,292 1.81
Q3  2024
Lee Ainslie - Maverick Capital Add 108.28% 493,763 1.58
David Tepper - Appaloosa Management Reduce 17.15% 235,000 0.57
Q2  2024
Mairs & Power Funds Add 10.94% 165 0.00
Lee Ainslie - Maverick Capital Add 57.10% 165,753 0.51
David Tepper - Appaloosa Management Reduce 15.95% 260,000 0.68
Viking Global Investors Sell 100.00% 3,952,088 2.66
Q1  2024
Lee Ainslie - Maverick Capital Add 5029.33% 284,610 1.00
David Tepper - Appaloosa Management Reduce 18.91% 380,000 1.03
Viking Global Investors Reduce 16.58% 785,311 0.53
Q4  2023
Viking Global Investors Buy 4,737,399 2.56
Lee Ainslie - Maverick Capital Reduce 68.24% 12,159 0.04
David Tepper - Appaloosa Management Reduce 11.65% 265,000 0.69
Q3  2023
Lee Ainslie - Maverick Capital Reduce 35.12% 9,647 0.02
David Tepper - Appaloosa Management Reduce 1.52% 35,000 0.07
Daniel Loeb - Third Point Sell 100.00% 1,200,000 2.00
Q2  2023
Daniel Loeb - Third Point Add 20.00% 200,000 0.33
Lee Ainslie - Maverick Capital Buy 27,465 0.07
David Tepper - Appaloosa Management Buy 2,310,000 4.88
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,833,633 2.57
Q1  2023
Daniel Loeb - Third Point Buy 1,000,000 1.60
Stephen Mandel - Lone Pine Capital Reduce 27.53% 1,076,635 0.98
Viking Global Investors Sell 100.00% 1,905,600 0.62
Q4  2022
Viking Global Investors Buy 1,905,600 0.62
Stephen Mandel - Lone Pine Capital Buy 3,910,268 2.42
Q3  2021
Lee Ainslie - Maverick Capital Sell 100.00% 24,696 0.02
Q2  2021
Lee Ainslie - Maverick Capital Add 123.70% 13,656 0.01
Q1  2021
Lee Ainslie - Maverick Capital Buy 11,040 0.01
Viking Global Investors Sell 100.00% 4,015,000 1.01
Q4  2020
Viking Global Investors Reduce 10.79% 485,835 0.12
Lee Ainslie - Maverick Capital Sell 100.00% 23,114 0.04
Q3  2020
Viking Global Investors Buy 4,500,835 1.33
Lee Ainslie - Maverick Capital Reduce 58.38% 32,424 0.06
Q2  2020
Lee Ainslie - Maverick Capital Reduce 75.72% 173,226 0.19
Q1  2020
Lee Ainslie - Maverick Capital Add 36.56% 61,245 0.06
Q4  2019
Lee Ainslie - Maverick Capital Reduce 38.99% 107,059 0.07
Q3  2019
Lee Ainslie - Maverick Capital Buy 274,578 0.12

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.