InvestorLens

AMD — ADVANCED MICRO DEVICES INC

Information Technology · Semiconductors

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AMD?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
58
Institutional Conviction
Mixed · 5 buying vs 7 selling last quarter
46
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
8 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 12 tracked investors who changed their AMD position last quarter, 5 bought and 7 sold (42% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 8 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (Chase Coleman, Philippe Laffont, Stanley Druckenmiller, …)
  • +7 tracked investors reported holding AMD at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
  • +8 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −7 tracked investors reduced or exited last quarter (6 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About ADVANCED MICRO DEVICES INC (AMD)

ADVANCED MICRO DEVICES INC (AMD) appears in the most recent 13F filings of 7 tracked institutional investors. ADVANCED MICRO DEVICES INC is classified in the Information Technology sector (Semiconductors industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $19.3B. Across recent filings, tracked investors recorded 15 new positions, 28 increased, 36 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AMD

51
/100
Mixed Activity
Added / Increased43
Reduced36
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track AMD

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

AMD Ownership Composition

How ADVANCED MICRO DEVICES INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
92% of tracked value
Institutions
7
tracked investors
Total Reported
$26.8B
combined 13F value
Types3
  • Multi-Strategy / Quant92.0%
  • Growth & Innovation4.5%
  • Macro3.5%
Multi-Strategy / Quant(3)
92.0%
Growth & Innovation(2)
4.5%
Macro(2)
3.5%

Tracked investors currently reporting AMD

4 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    33.2M
    Value
    $19.3B
    % Portfolio
    2.21%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    7.5M
    Value
    $4.4B
    % Portfolio
    1.58%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    1.7M
    Value
    $1B
    % Portfolio
    1.10%
  • Cathie WoodJun 30, 2026
    ARK Investment Management
    Shares
    1.4M
    Value
    $822.8M
    % Portfolio
    5.34%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    1.1M
    Value
    $623.6M
    % Portfolio
    0.87%
  • Chase ColemanJun 30, 2026
    Tiger Global Management
    Shares
    674.7K
    Value
    $392M
    % Portfolio
    1.63%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    538.6K
    Value
    $312.9M
    % Portfolio
    1.28%

Previously held AMD

These investors reported AMD in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Philippe LaffontCoatue Management1.2M$265.4MDec 31, 2025
Leopold AschenbrennerSituational Awareness LP4.9M$989.3MMar 31, 2026
Andreas HalvorsenViking Global Investors3.7M$801.4MDec 31, 2025
David TepperAppaloosa Management1.6M$294.2MMar 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold AMD?
7 tracked institutional investors disclosed a position in AMD (ADVANCED MICRO DEVICES INC) in their most recent 13F filing.
Who is the largest institutional holder of AMD?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in AMD, valued at $19.3B.
Did institutional ownership of AMD increase or decrease?
Across recent 13F filings, tracked investors recorded 15 new positions, 28 increased, 36 reduced, and 5 fully exited AMD.
What sector is AMD in?
ADVANCED MICRO DEVICES INC is classified in the Information Technology GICS sector, Semiconductors industry.
Where does this AMD ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.