11 tracked superinvestors hold ADVANCED MICRO DEVICES INC (AMD), worth $8.2B combined, led by David Shaw. Smart money is accumulating AMD as of the latest 13F filings.
Current price
$477.57
+195.2%
1Y
Advanced Micro Devices, Inc. (AMD), established in 1969 and headquartered in Santa Clara, California, operates as a global leader in the semiconductor industry. The company organizes its extensive operations into two primary segments: Computing and Graphics, and Enterprise, Embedded and Semi-Custom. In its Computing and Graphics division, AMD develops a range of products including x86…
Market cap
$587.8B
P/E
138.14
Div yield
0.0%
Revenue YoY
34.3%
Analyst target
$594
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
11
tracked 13F / N-PORT funds
Combined value
$8.2B
disclosed long exposure
Tier-1 conviction
4
concentrated holders
Net this quarter
+1
6 buying · 5 selling
Smart money is net accumulating AMD: 6 funds added or opened versus 5 trimming. 3 opened a brand-new position.
ADVANCED MICRO DEVICES INC (AMD) is a genuine cross-fund conviction name: 4 concentrated Tier-1 superinvestors hold it, alongside 7 other tracked funds, for $8.2B of combined disclosed exposure.
The highest-conviction holder is Cathie Wood, who has committed 5.4% of their portfolio to it, while David Shaw holds the largest dollar position.
This quarter 3 funds opened a brand-new position (Chase Coleman, Philippe Laffont, Stanley Druckenmiller), with 3 adding and 5 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 1.7% | $3.4B | |
| Trimmed | 1.1% | $1.0B | |
| Added | 0.7% | $965M | |
| Trimmed | 5.4% | $823M | |
| Added | 0.6% | $558M | |
| Added | 0.6% | $464M | |
| New buy | 1.6% | $392M | |
| Trimmed | 1.3% | $313M | |
| Trimmed | 1.5% | $115M | |
| New buy | 0.1% | $56M | |
| New buy | 0.8% | $42M |
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)
None disclosed.
8 insiders filed SEC Form 144 for $166M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Lisa Su | Director & Officer | 70,000 | $36M | 2026-09-10 |
| Lisa Su and Daniel Lin Family Trust | Director & Officer | 25,000 | $13M | 2026-09-10 |
| Joseph A Householder | Director | 135,000 | $64M | 2026-08-25 |
| Jean Hu | Officer | 15,000 | $7M | 2026-08-25 |
| Forrest E Norrod | Officer | 17,261 | $8M | 2026-08-24 |
| Mark Papermaster | Officer | 28,811 | $14M | 2026-08-20 |
| Lisa Su | Director & Officer | 15,000 | $8M | 2026-08-18 |
| Ava Hahn | Officer | 2,993 | $1M | 2026-08-18 |
Which superinvestors own AMD?
11 tracked funds hold ADVANCED MICRO DEVICES INC (AMD), the largest being David Shaw (D.E. Shaw) at 1.7% of its 13F portfolio. 4 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AMD?
In the most recent 13F quarter, 6 tracked funds added or opened AMD and 5 trimmed it, including 3 brand-new positions.
How much AMD do tracked funds hold?
Combined disclosed long exposure to AMD across tracked superinvestors is $8.2B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.