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

Alkeon Capital Management’s Portfolio AMD Stock Details AMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16B Hold
2,000,000
– – 1.57% 9
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

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alkeon Capital Management's AMD Position: Q2 2026 in Review

Alkeon Capital Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 4,510 shares worth $2.62M. The stake represents ﹤0.01% of the portfolio and ranks #105 among its holdings.

4,013 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Alkeon Capital Management held 4,510 shares of Advanced Micro Devices worth $2.62M as of Q2 2026.
  • Advanced Micro Devices was a new Alkeon Capital Management position in Q2 2026.
  • Advanced Micro Devices made up ﹤0.01% of Alkeon Capital Management's portfolio in Q2 2026, its #105 holding.
  • 4,013 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.