Advanced Micro Devices (AMD)
| Sector: | Information Technology |
| Super Investor Stats: | |
| Ownership count: | 3 |
| Ownership rank: | 206 |
| % of all portfolios: | 0.095% |
| Hold Price * : | $163.66 |
| History | Portfolio Manager | Activity | Share change | % change to portfolio ▲ | |
| Q3 2024 | |||||
| ≡ | David Tepper - Appaloosa Management | Reduce 17.15% | 235,000 | 0.57 | |
| ≡ | Lee Ainslie - Maverick Capital | Add 108.28% | 493,763 | 1.58 | |
| Q2 2024 | |||||
| ≡ | Meridian Contrarian Fund | Reduce 8.33% | 5,000 | 0.15 | |
| ≡ | 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 | |||||
| ≡ | Viking Global Investors | Reduce 16.58% | 785,311 | 0.53 | |
| ≡ | Lee Ainslie - Maverick Capital | Add 5029.33% | 284,610 | 1.00 | |
| ≡ | David Tepper - Appaloosa Management | Reduce 18.91% | 380,000 | 1.03 | |
| ≡ | Meridian Contrarian Fund | Reduce 38.14% | 37,000 | 1.17 | |
| Q4 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 68.24% | 12,159 | 0.04 | |
| ≡ | Meridian Contrarian Fund | Reduce 17.80% | 21,000 | 0.54 | |
| ≡ | David Tepper - Appaloosa Management | Reduce 11.65% | 265,000 | 0.69 | |
| ≡ | Viking Global Investors | Buy | 4,737,399 | 2.56 | |
| Q3 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 35.12% | 9,647 | 0.02 | |
| ≡ | David Tepper - Appaloosa Management | Reduce 1.52% | 35,000 | 0.07 | |
| ≡ | Meridian Contrarian Fund | Reduce 13.87% | 19,000 | 0.37 | |
| ≡ | Daniel Loeb - Third Point | Sell 100.00% | 1,200,000 | 2.00 | |
| Q2 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Buy | 27,465 | 0.07 | |
| ≡ | Daniel Loeb - Third Point | Add 20.00% | 200,000 | 0.33 | |
| ≡ | Meridian Contrarian Fund | Reduce 20.81% | 36,000 | 0.73 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 2,833,633 | 2.57 | |
| ≡ | David Tepper - Appaloosa Management | Buy | 2,310,000 | 4.88 | |
| Q1 2023 | |||||
| ≡ | Meridian Contrarian Fund | Reduce 5.46% | 10,000 | 0.18 | |
| ≡ | Viking Global Investors | Sell 100.00% | 1,905,600 | 0.62 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 27.53% | 1,076,635 | 0.98 | |
| ≡ | Daniel Loeb - Third Point | Buy | 1,000,000 | 1.60 | |
| Q4 2022 | |||||
| ≡ | Viking Global Investors | Buy | 1,905,600 | 0.62 | |
| ≡ | Meridian Contrarian Fund | Add 56.41% | 66,000 | 0.79 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Buy | 3,910,268 | 2.42 | |
| Q3 2022 | |||||
| ≡ | Meridian Contrarian Fund | Add 9.35% | 10,000 | 0.13 | |
| Q2 2022 | |||||
| ≡ | Meridian Contrarian Fund | Add 7.00% | 7,000 | 0.10 | |
| Q4 2021 | |||||
| ≡ | Meridian Contrarian Fund | Reduce 15.97% | 19,000 | 0.40 | |
| Q3 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 24,696 | 0.02 | |
| ≡ | Meridian Contrarian Fund | Add 6.25% | 7,000 | 0.10 | |
| Q2 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 123.70% | 13,656 | 0.01 | |
| ≡ | Meridian Contrarian Fund | Add 25.84% | 23,000 | 0.30 | |
| Q1 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Buy | 11,040 | 0.01 | |
| ≡ | Meridian Contrarian Fund | Add 7.23% | 6,000 | 0.07 | |
| ≡ | Viking Global Investors | Sell 100.00% | 4,015,000 | 1.01 | |
| Q4 2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 23,114 | 0.04 | |
| ≡ | Viking Global Investors | Reduce 10.79% | 485,835 | 0.12 | |
| ≡ | Meridian Contrarian Fund | Reduce 10.75% | 10,000 | 0.15 | |
| Q3 2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 58.38% | 32,424 | 0.06 | |
| ≡ | Meridian Contrarian Fund | Reduce 43.29% | 71,000 | 1.19 | |
| ≡ | Viking Global Investors | Buy | 4,500,835 | 1.33 | |
| Q2 2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 75.72% | 173,226 | 0.19 | |
| ≡ | Meridian Contrarian Fund | Reduce 33.60% | 83,000 | 0.95 | |
| Q1 2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 36.56% | 61,245 | 0.06 | |
| ≡ | Meridian Contrarian Fund | Reduce 14.83% | 43,000 | 0.53 | |
| Q4 2019 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 38.99% | 107,059 | 0.07 | |
| ≡ | Meridian Contrarian Fund | Reduce 19.44% | 70,000 | 0.58 | |
| Q3 2019 | |||||
| ≡ | Meridian Contrarian Fund | Add 3.75% | 13,000 | 0.07 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 274,578 | 0.12 | |
| Q2 2019 | |||||
| ≡ | Meridian Contrarian Fund | Add 18.84% | 55,000 | 0.31 | |
| Q1 2019 | |||||
| ≡ | Meridian Contrarian Fund | Add 23.21% | 55,000 | 0.25 | |
| Q4 2018 | |||||
| ≡ | Meridian Contrarian Fund | Reduce 51.93% | 256,000 | 0.94 | |
| Q3 2018 | |||||
| ≡ | Meridian Contrarian Fund | Reduce 12.74% | 72,000 | 0.34 | |
| Q2 2018 | |||||
| ≡ | Meridian Contrarian Fund | Buy | 565,000 | 1.33 | |
| Q1 2015 | |||||
| ≡ | Hillman Value Fund | Sell 100.00% | 400,000 | 3.34 | |
| Q4 2014 | |||||
| ≡ | Hillman Value Fund | Buy | 400,000 | 3.34 | |
* "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.