AMD
Advanced Micro Devices
4 super-investors hold AMD worth a combined $311M. The largest position: Lee Ainslie at 1.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 25 — ranked #556 of 724 scored stocks.
Why super-investors own AMD
AMD draws only modest interest from this super-investor cohort, with just four of roughly 80 tracked managers holding the stock — a count that has oscillated between zero and one for most of the past two years before ticking up to its current level. Lee Ainslie carries the highest conviction at 1.6% of his portfolio ($138M), while Joel Greenblatt holds a larger dollar position ($128M) but at a negligible portfolio weight. David Tepper, the only manager active this quarter, trimmed his position, bringing his stake to $45M (0.8%). No manager added or initiated. The owner count and low peak concentration of 1.6% suggest AMD sits at the periphery of this cohort's attention rather than as a high-conviction shared thesis.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Lee Ainslie | 1.6% | 18q | $138M | 676,572 |
| 2 | Joel Greenblatt | 0.1% | 37q | $128M | 627,465 |
| 3 | David Tepper | 0.8% | 10q | $45M | 221,400 |
| 4 | Mairs & Power Funds | <0.1% | 13q | $393K | 1,930 |
Owners of AMD also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 0.8% | -32% | $45M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 007903107. Not investment advice.