AMD
Advanced Micro Devices
8 of the 83 super-investors we track hold AMD, worth a combined $2.05B per their latest 13F filings. The largest position: Lee Ainslie at 5.1% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Conviction score: 34 of 100 (how strongly the cohort backs it) — ranked #238 of 742 stocks. The stock is up 130x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction rising: 4 more super-investors hold it than in 2026Q1.
Held through it: David Tepper (7q straight), Lee Ainslie (10q straight), Joel Greenblatt (29q straight) and 5 more. All multibaggers the cohort held →
Why super-investors own AMD
AMD is held by 8 super-investors in our cohort, with a combined position value of $2.0B. The highest-conviction owner is Lee Ainslie at 5.1% of their portfolio. Cohort ownership has grown from 6 to 8 over the last four quarters — net interest is rising. This quarter the cohort registered 2 new positions.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | 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 |
| 6 | Mairs & Power Funds | <0.1% | 14q | $957K | 1,648 |
| 7 | Bill Nygren | <0.1% | 4q | $508K | 875 |
| 8 | Polen Capital Management | <0.1% | — 1q | $242K | 417 |
- 1Joel Greenblattport0.5%val$929M1,599,430 sh·37q held
- 2Lee Ainslieport5.1%val$567M976,326 sh·19q held
- 3Chase Colemanport1.6%val$392M674,727 sh·—1q held
- 4David Tepperport1.5%val$115M197,500 sh·11q held
- 5Stanley Druckenmillerport1.0%val$42M72,900 sh·3q held
- 6Mairs & Power Fundsport<0.1%val$957K1,648 sh·14q held
- 7Bill Nygrenport<0.1%val$508K875 sh·4q held
- 8Polen Capital Managementport<0.1%val$242K417 sh·—1q held
Owners of AMD also hold
Congress is trading AMD
Congress tracker →- Rohit Khannasold$1,001 - $15,000 · 2026-07-24
- Richard W. Allenbought$1,001 - $15,000 · 2026-07-14
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-06-05
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-05-15
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-05-14
- Josh Gottheimerbought$1,001 - $15,000 · 2026-05-05
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | NEW | 1.6% | +100% | $392M | Aug 14, 2026 |
| Stanley Druckenmiller | NEW | 1.0% | +100% | $42M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 007903107. Not investment advice.