Alkeon Capital Management’s Advanced Micro Devices AMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$407M	Buy	2,000,000 +750,000	+60%	+$160M	0.68%	33
2025 Q4	$268M	Buy	+1,250,000	New	+$281M	0.42%	47
2023 Q2	–	Sell	-2,000,000	Closed	-$196M	–	117
2023 Q1	$196M	Buy	2,000,000 +3,000	+0.2%	+$244K	0.43%	44
2022 Q4	$129M	Sell	1,997,000 -3,000	-0.2%	-$198K	0.5%	57
2022 Q3	$127M	Hold	2,000,000	–	–	0.41%	57
2022 Q2	$153M	Buy	2,000,000 +500,000	+33%	+$46.8M	0.41%	54
2022 Q1	$164M	Buy	+1,500,000	New	+$179M	0.33%	69
2021 Q4	–	Sell	-1,540,000	Closed	-$158M	–	157
2021 Q3	$158M	Buy	+1,540,000	New	+$157M	0.27%	80