Ardmore Road Asset Management’s Advanced Micro Devices AMD Stock Holding History

Ardmore Road Asset 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	$72.6M	Buy	125,000 +15,000	+14%	+$6.15M	4.26%	1
2026 Q1	$22.4M	Sell	110,000 -46,250	-30%	-$9.88M	1.47%	29
2025 Q4	$33.5M	Sell	156,250 -294,750	-65%	-$66.2M	2.54%	16
2025 Q3	$73M	Sell	451,000 -149,000	-25%	-$24M	4.71%	2
2025 Q2	$85.1M	Buy	600,000 +450,000	+300%	+$49M	7.05%	2
2025 Q1	$15.4M	Buy	+150,000	New	+$16.7M	1.58%	28
2024 Q4	–	Sell	-225,000	Closed	-$36.9M	–	38
2024 Q3	$36.9M	Buy	+225,000	New	+$34.2M	4.76%	6
2024 Q1	–	Sell	-100,000	Closed	-$14.7M	–	37
2023 Q4	$14.7M	Buy	+100,000	New	+$11.8M	3.35%	12

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 $3.37T AUM 44.26% 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

Ardmore Road Asset Management's AMD Position: Q2 2026 in Review

Ardmore Road Asset Management increased its Advanced Micro Devices (AMD) stake by 14% in Q2 2026, buying an estimated $6.15M and bringing the position to 125,000 shares worth $72.6M. The position accounts for 4.26% of the portfolio, ranked #1.

Ardmore Road Asset Management first reported a position in AMD in Q4 2023 and has held it in 8 quarters since. The position peaked at $85.1M in Q2 2025. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Ardmore Road Asset Management held 125,000 shares of Advanced Micro Devices worth $72.6M as of Q2 2026.
Ardmore Road Asset Management bought 15,000 Advanced Micro Devices shares in Q2 2026, an estimated $6.15M.
Advanced Micro Devices made up 4.26% of Ardmore Road Asset Management's portfolio in Q2 2026, its #1 holding.
Ardmore Road Asset Management first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 8 quarters since.
Ardmore Road Asset Management's Advanced Micro Devices position peaked at $85.1M in Q2 2025.
3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.