Assenagon Asset Management’s Advanced Micro Devices AMD Stock Holding History

Assenagon 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	$3.09B	Buy	5,320,075 +606,168	+13%	+$249M	3.85%	5
2026 Q1	$959M	Sell	4,713,907 -1,277,390	-21%	-$273M	1.46%	10
2025 Q4	$1.28B	Buy	5,991,297 +3,059,935	+104%	+$687M	1.77%	7
2025 Q3	$474M	Sell	2,931,362 -3,148,789	-52%	-$508M	0.65%	26
2025 Q2	$863M	Sell	6,080,151 -2,534,191	-29%	-$276M	1.28%	13
2025 Q1	$885M	Buy	8,614,342 +73,657	+0.9%	+$8.19M	1.48%	9
2024 Q4	$1.03B	Buy	8,540,685 +119,919	+1%	+$17.3M	1.66%	10
2024 Q3	$1.38B	Buy	8,420,766 +2,497,056	+42%	+$379M	2.54%	6
2024 Q2	$961M	Buy	5,923,710 +1,331,165	+29%	+$214M	2.14%	8
2024 Q1	$829M	Buy	4,592,545 +2,359,004	+106%	+$412M	1.96%	9
2023 Q4	$329M	Sell	2,233,541 -1,156,081	-34%	-$136M	0.87%	16
2023 Q3	$349M	Buy	3,389,622 +33,674	+1%	+$3.66M	1.08%	12
2023 Q2	$382M	Buy	3,355,948 +1,441,489	+75%	+$150M	1.32%	11
2023 Q1	$188M	Sell	1,914,459 -2,165,612	-53%	-$176M	0.67%	27
2022 Q4	$264M	Buy	4,080,071 +588,849	+17%	+$38.9M	0.95%	12
2022 Q3	$221M	Sell	3,491,222 -1,398,267	-29%	-$119M	0.85%	22
2022 Q2	$374M	Buy	4,889,489 +3,128,541	+178%	+$293M	1.39%	14
2022 Q1	$193M	Buy	1,760,948 +1,332,086	+311%	+$159M	0.53%	35
2021 Q4	$61.7M	Sell	428,862 -227,551	-35%	-$30.6M	0.18%	91
2021 Q3	$67.5M	Sell	656,413 -25,777	-4%	-$2.63M	0.22%	85
2021 Q2	$64.1M	Buy	682,190 +157,119	+30%	+$12.7M	0.22%	88
2021 Q1	$41.2M	Buy	525,071 +100,939	+24%	+$8.69M	0.17%	110
2020 Q4	$38.9M	Sell	424,132 -376,327	-47%	-$32.5M	0.17%	113
2020 Q3	$65.6M	Buy	800,459 +712,792	+813%	+$52.9M	0.37%	47
2020 Q2	$4.61M	Sell	87,667 -217,925	-71%	-$11.6M	0.03%	344
2020 Q1	$13.9M	Sell	305,592 -472,692	-61%	-$22.8M	0.11%	137
2019 Q4	$35.7M	Buy	+778,284	New	+$28.7M	0.22%	73
2019 Q1	–	Sell	-519,994	Closed	-$9.6M	–	929
2018 Q4	$9.6M	Buy	+519,994	New	+$11.2M	0.11%	154

Other funds holding AMD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Assenagon Asset Management's AMD Position: Q2 2026 in Review

Assenagon Asset Management increased its Advanced Micro Devices (AMD) stake by 13% in Q2 2026, buying an estimated $249M and bringing the position to 5,320,075 shares worth $3.09B. The position accounts for 3.85% of the portfolio, ranked #5.

Assenagon Asset Management first reported a position in AMD in Q4 2018 and has held it in 28 quarters since. 727 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Assenagon Asset Management held 5,320,075 shares of Advanced Micro Devices worth $3.09B as of Q2 2026.
Assenagon Asset Management bought 606,168 Advanced Micro Devices shares in Q2 2026, an estimated $249M.
Advanced Micro Devices made up 3.85% of Assenagon Asset Management's portfolio in Q2 2026, its #5 holding.
Assenagon Asset Management first reported a position in Advanced Micro Devices in Q4 2018 and has held it in 28 quarters since.
727 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.