5 tracked superinvestors hold ADVANCED MICRO DEVICES INC (AMD), worth $2.7B combined, led by David Shaw. Smart money is trimming AMD as of the latest 13F filings.
Current price
$546.72
+287.0%
1Y
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom. Its products include x86 microprocessors as an accelerated processing unit, chipsets, discrete and integrated graphics processing units (GPUs), data center and professional GPUs, and development services; and server and…
Market cap
$587.8B
P/E
138.14
Div yield
0.0%
Revenue YoY
34.3%
Analyst target
$483
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
5
tracked 13F / N-PORT funds
Combined value
$2.7B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
2 buying · 3 selling
Smart money is net reducing AMD: 3 funds trimmed versus 2 adding.
ADVANCED MICRO DEVICES INC (AMD) is held by 5 tracked funds worth $2.7B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to David Shaw at 1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 2 added and 3 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 1% | $1.5B | |
| Added | 4.3% | $552M | |
| Added | 0.5% | $391M | |
| Trimmed | 1.2% | $263M | |
| Trimmed | 0.8% | $45M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Calls (bullish)
Which superinvestors own AMD?
5 tracked funds hold ADVANCED MICRO DEVICES INC (AMD), the largest being David Shaw (D.E. Shaw) at 1% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AMD?
In the most recent 13F quarter, 2 tracked funds added or opened AMD and 3 trimmed it.
How much AMD do tracked funds hold?
Combined disclosed long exposure to AMD across tracked superinvestors is $2.7B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.