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Antipodes Partners’s Advanced Micro Devices AMD Stock Holding History

Antipodes Partners’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
-293,078
Closed -$62.8M – 128
2025
Q4 		$62.8M Sell
293,078
-403,308
-58% -$90.6M 1.32% 33
2025
Q3 		$113M Sell
696,386
-6,444
-0.9% -$1.04M 2.53% 16
2025
Q2 		$99.7M Buy
+702,830
New +$76.5M 3.09% 12

Other funds holding AMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Antipodes Partners's AMD Position: Q1 2026 in Review

Antipodes Partners sold out of Advanced Micro Devices (AMD) in Q1 2026, closing a stake of 293,078 shares — an estimated $62.8M sold.

Antipodes Partners first reported a position in AMD in Q2 2025 and held it in 3 quarters. The position peaked at $113M in Q3 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Antipodes Partners reported no remaining Advanced Micro Devices position as of Q1 2026 after selling out during the quarter.
  • Antipodes Partners sold 293,078 Advanced Micro Devices shares in Q1 2026, an estimated $62.8M.
  • Antipodes Partners first reported a position in Advanced Micro Devices in Q2 2025 and held it in 3 quarters.
  • Antipodes Partners's Advanced Micro Devices position peaked at $113M in Q3 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Antipodes Partners's 13F filing for Q1 2026, filed 5 May 2026.