Atreides Management’s Advanced Micro Devices AMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246M | Sell |
1,736,364
-366,599
| -17% | -$52M | 6.84% | 1 |
|
|
2025
Q1 | $216M | Buy |
2,102,963
+180,873
| +9% | +$18.6M | 6.56% | 2 |
|
|
2024
Q4 | $232M | Sell |
1,922,090
-141,910
| -7% | -$17.1M | 5.08% | 2 |
|
|
2024
Q3 | $339M | Buy |
2,064,000
+1,023,767
| +98% | +$168M | 8.62% | 2 |
|
|
2024
Q2 | $169M | Buy |
1,040,233
+23,109
| +2% | +$3.75M | 5.51% | 3 |
|
|
2024
Q1 | $184M | Sell |
1,017,124
-396,468
| -28% | -$71.6M | 4.17% | 5 |
|
|
2023
Q4 | $208M | Sell |
1,413,592
-2,009,138
| -59% | -$296M | 6.84% | 3 |
|
|
2023
Q3 | $352M | Buy |
3,422,730
+2,225,557
| +186% | +$229M | 11.5% | 1 |
|
|
2023
Q2 | $136M | Sell |
1,197,173
-2,670,588
| -69% | -$304M | 3.5% | 9 |
|
|
2023
Q1 | $379M | Buy |
3,867,761
+230,569
| +6% | +$22.6M | 11.61% | 1 |
|
|
2022
Q4 | $236M | Buy |
3,637,192
+310,150
| +9% | +$20.1M | 9.29% | 1 |
|
|
2022
Q3 | $211M | Buy |
+3,327,042
| New | +$211M | 5.54% | 3 |
|
|
2021
Q3 | – | Sell |
-1,970,339
| Closed | -$185M | – | 38 |
|
|
2021
Q2 | $185M | Sell |
1,970,339
-1,057,561
| -35% | -$99.3M | 3.31% | 4 |
|
|
2021
Q1 | $238M | Buy |
+3,027,900
| New | +$238M | 5.36% | 2 |
|
|
2020
Q1 | – | Sell |
-544,885
| Closed | -$25M | – | 25 |
|
|
2019
Q4 | $25M | Buy |
+544,885
| New | +$25M | 5.73% | 6 |
|