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 Q1	–	Sell	-2,500,000	Closed	-$535M	–	104
2025 Q4	$535M	Buy	+2,500,000	New	+$561M	0.85%	20

Other funds holding AMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.

4,008 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.
4,008 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.