Investigate / reported ownership
AMD
Advanced Micro Devices
8 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning AMD?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.5% | 37q | $929M | 1,599,430 |
| 2 | Lee Ainslie | 5.1% | 19q | $567M | 976,326 |
| 3 | Chase Coleman | 1.6% | — 1q | $392M | 674,727 |
| 4 | David Tepper | 1.5% | 11q | $115M | 197,500 |
| 5 | Stanley Druckenmiller | 1.0% | 3q | $42M | 72,900 |
Go beyond ownership.
AMD sells processors, accelerators and related silicon for data centers, PCs and gaming, and embedded systems; customers pay for computing and AI performance delivered through chips and platforms.
Question to investigate: Can AMD turn its broad AI and computing portfolio into durable demand while depending on third-party manufacturing and a few key customers?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Lee Ainslie · 2026Q2 · filed 2026-08-14 ↗
- Chase Coleman · 2026Q2 · filed 2026-08-14 ↗
- David Tepper · 2026Q2 · filed 2026-08-14 ↗
- Stanley Druckenmiller · 2026Q2 · filed 2026-08-14 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | NEW | 1.6% | New position | $392M | Aug 14, 2026 |
| Stanley Druckenmiller | NEW | 1.0% | New position | $42M | Aug 14, 2026 |
Keep your next step small.
Save the company and inspect its evidence. Recording a private view is optional and requires a separate, explicit save.
Record my own view →Optional email follow
Latticework Follow
Follow AMD
Email me only when a reviewed weekly edition contains a material new decision about AMD: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.
Confirm by email. Manage or stop follows in one click. See our privacy notice.
Long US 13F disclosures omit shorts and can be amended. CUSIP 007903107. No current price, valuation or manager motive is inferred.