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AMD: insider buying, 13F holders, analyst moves
Advanced Micro Devices Inc
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SEC Form 13F · Q2 2026
18 of our 100 managers hold AMD
Combined reported value $4.06B; 1 sold out since Q1 2026.
Holders among our 100 managers: 11 in Q3 2023, 18 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Whale Rock Capital | $877.0M | 7.04% | Added |
| Maverick Capital | $567.2M | 5.12% | Added |
| Dragoneer Investment Group | $548.4M | 19.35% | New |
| SRS Investment | $503.9M | 4.72% | Trimmed |
| Southpoint Capital Advisors | $493.8M | 11.23% | Trimmed |
| Tiger Global Management | $392.0M | 1.63% | New |
| Glenview Capital | $173.3M | 3.46% | Trimmed |
| Appaloosa | $114.7M | 1.54% | Trimmed |
| Tudor Investment | $81.4M | 0.34% | Trimmed |
| Jeffrey L. Gendell | $81.3M | 0.73% | Trimmed |
| SCGE | $64.8M | 1.10% | New |
| Coatue Management | $55.8M | 0.11% | New |
| Duquesne Family Office | $42.3M | 0.97% | New |
| Soros Fund Management | $29.5M | 0.39% | Added |
| Rokos Capital | $28.2M | 0.36% | New |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.