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Light Street Capital position in AMD
ADVANCED MICRO DEVICES INC · Technology
Latest position (Q2 2026)109.50K sh
Reported value held$63.61M
Portfolio Weight7.12%
First reportedQ4 2022
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q4 2022 | 344.49K | $22.31M | New |
| Q1 2023 | 349.98K | $34.30M | Add |
| Q2 2023 | 169.79K | $19.34M | Reduce |
| Q3 2023 | 225.10K | $23.14M | Add |
| Q4 2023 | 279.00K | $41.13M | Add |
| Q1 2024 | 138.50K | $25.00M | Reduce |
| Q2 2024 | 147.98K | $24.00M | Add |
| Q3 2024 | 232.46K | $38.14M | Add |
| Q4 2024 | 212.74K | $25.70M | Reduce |
| Q1 2025 | 255.67K | $26.27M | Add |
| Q2 2025 | 292.79K | $41.55M | Add |
| Q3 2025 | 251.11K | $40.63M | Reduce |
| Q4 2025 | 219.49K | $47.01M | Reduce |
| Q1 2026 | 219.25K | $44.60M | Hold |
| Q2 2026 | 109.50K | $63.61M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding AMD
- BlackRock Inc 150.30M sh · $87.31B · Q2 2026
- Vanguard Group 158.52M sh · $33.95B · Q4 2025
- Invesco Ltd 53.17M sh · $30.89B · Q2 2026
- Geode Capital Management 39.57M sh · $22.93B · Q2 2026
- Citadel Advisors 33.24M sh · $19.31B · Q2 2026
- Fidelity Management & Research (FMR) 25.56M sh · $14.85B · Q2 2026
- Morgan Stanley 24.29M sh · $14.11B · Q2 2026
- Norges Bank Investment Management 23.36M sh · $13.57B · Q2 2026
- Goldman Sachs Group 19.55M sh · $11.35B · Q2 2026
- Northern Trust Corp 16.69M sh · $9.70B · Q2 2026
- UBS Group AG 13.78M sh · $8.00B · Q2 2026
- Bank of America Corp 12.09M sh · $7.02B · Q2 2026