Atreides Management’s Advanced Micro Devices AMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-339,358	Closed	-$54.9M	–	57
2025 Q3	$54.9M	Sell	339,358 -1,397,006	-80%	-$225M	1.43%	26
2025 Q2	$246M	Sell	1,736,364 -366,599	-17%	-$39.9M	6.84%	1
2025 Q1	$216M	Buy	2,102,963 +180,873	+9%	+$20.1M	7.85%	3
2024 Q4	$232M	Sell	1,922,090 -141,910	-7%	-$20.4M	7.29%	3
2024 Q3	$339M	Buy	2,064,000 +1,023,767	+98%	+$156M	11.44%	3
2024 Q2	$169M	Buy	1,040,233 +23,109	+2%	+$3.72M	5.51%	3
2024 Q1	$184M	Sell	1,017,124 -396,468	-28%	-$69.3M	5.51%	6
2023 Q4	$208M	Sell	1,413,592 -2,009,138	-59%	-$237M	7.49%	3
2023 Q3	$352M	Buy	3,422,730 +2,225,557	+186%	+$242M	12.24%	1
2023 Q2	$136M	Sell	1,197,173 -2,670,588	-69%	-$278M	4.14%	10
2023 Q1	$379M	Buy	3,867,761 +230,569	+6%	+$18.8M	13.46%	1
2022 Q4	$236M	Buy	3,637,192 +310,150	+9%	+$20.5M	9.29%	1
2022 Q3	$211M	Buy	+3,327,042	New	+$283M	7.8%	4
2021 Q3	–	Sell	-1,970,339	Closed	-$185M	–	42
2021 Q2	$185M	Sell	1,970,339 -1,057,561	-35%	-$85.5M	4.73%	6
2021 Q1	$238M	Buy	+3,027,900	New	+$261M	7.66%	4
2020 Q1	–	Sell	-544,885	Closed	-$25M	–	25
2019 Q4	$25M	Buy	+544,885	New	+$20.1M	6.04%	6