Balyasny Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.6M | Buy |
361,764
+323,105
| +836% | +$69M | 0.1% | 238 |
|
|
2025
Q4 | $8.28M | Sell |
38,659
-1,458,803
| -97% | -$328M | 0.01% | 1117 |
|
|
2025
Q3 | $242M | Buy |
1,497,462
+971,096
| +184% | +$157M | 0.31% | 47 |
|
|
2025
Q2 | $74.7M | Sell |
526,366
-881,915
| -63% | -$96M | 0.11% | 217 |
|
|
2025
Q1 | $145M | Buy |
1,408,281
+1,360,251
| +2,832% | +$151M | 0.24% | 73 |
|
|
2024
Q4 | $5.8M | Sell |
48,030
-922,713
| -95% | -$133M | 0.01% | 1200 |
|
|
2024
Q3 | $159M | Buy |
970,743
+860,516
| +781% | +$131M | 0.26% | 68 |
|
|
2024
Q2 | $17.9M | Sell |
110,227
-481,239
| -81% | -$77.4M | 0.03% | 645 |
|
|
2024
Q1 | $107M | Sell |
591,466
-329,298
| -36% | -$57.6M | 0.19% | 104 |
|
|
2023
Q4 | $136M | Sell |
920,764
-423,117
| -31% | -$49.9M | 0.25% | 68 |
|
|
2023
Q3 | $138M | Buy |
1,343,881
+1,320,130
| +5,558% | +$143M | 0.28% | 57 |
|
|
2023
Q2 | $2.71M | Sell |
23,751
-3,275
| -12% | -$341K | 0.01% | 1278 |
|
|
2023
Q1 | $2.65M | Sell |
27,026
-336,941
| -93% | -$27.4M | 0.01% | 1344 |
|
|
2022
Q4 | $23.6M | Sell |
363,967
-456,264
| -56% | -$30.1M | 0.06% | 422 |
|
|
2022
Q3 | $52M | Buy |
820,231
+203,445
| +33% | +$17.3M | 0.16% | 141 |
|
|
2022
Q2 | $47.2M | Buy |
616,786
+600,750
| +3,746% | +$56.2M | 0.15% | 164 |
|
|
2022
Q1 | $1.75M | Buy |
+16,036
| New | +$1.91M | 0.01% | 1426 |
|
|
2020
Q4 | – | Sell |
-244,224
| Closed | -$20M | – | 1295 |
|
|
2020
Q3 | $20M | Buy |
+244,224
| New | +$18.1M | 0.15% | 190 |
|
|
2020
Q2 | – | Sell |
-403,965
| Closed | -$21.4M | – | 1098 |
|
|
2020
Q1 | $18.4M | Buy |
+403,965
| New | +$19.5M | 0.22% | 132 |
|
|
2019
Q4 | – | Sell |
-885,255
| Closed | -$25.7M | – | 1145 |
|
|
2019
Q3 | $25.7M | Buy |
+885,255
| New | +$27.8M | 0.18% | 182 |
|
|
2019
Q2 | – | Sell |
-785,730
| Closed | -$20.1M | – | 1449 |
|
|
2019
Q1 | $20.1M | Buy |
+785,730
| New | +$17.8M | 0.13% | 220 |
|
|
2018
Q3 | – | Sell |
-1,614,143
| Closed | -$24.2M | – | 1636 |
|
|
2018
Q2 | $24.2M | Buy |
1,614,143
+1,556,519
| +2,701% | +$19.8M | 0.11% | 266 |
|
|
2018
Q1 | $579K | Sell |
57,624
-996,668
| -95% | -$11.8M | ﹤0.01% | 1401 |
|
|
2017
Q4 | $10.8M | Buy |
+1,054,292
| New | +$12.3M | 0.03% | 612 |
|
|
2017
Q3 | – | Sell |
-510,800
| Closed | -$6.66M | – | 1854 |
|
|
2017
Q2 | $6.38M | Buy |
510,800
+437,900
| +601% | +$5.35M | 0.03% | 687 |
|
|
2017
Q1 | $1.06M | Sell |
72,900
-189,255
| -72% | -$2.4M | ﹤0.01% | 1077 |
|
|
2016
Q4 | $2.97M | Sell |
262,155
-37,845
| -13% | -$317K | 0.02% | 817 |
|
|
2016
Q3 | $2.07M | Sell |
300,000
-220,161
| -42% | -$1.41M | 0.01% | 609 |
|
|
2016
Q2 | $2.67M | Buy |
520,161
+343,522
| +194% | +$1.33M | 0.02% | 633 |
|
|
2016
Q1 | $503K | Sell |
176,639
-12,418,896
| -99% | -$28.2M | ﹤0.01% | 888 |
|
|
2015
Q4 | $36.1M | Buy |
+12,595,535
| New | +$28.2M | 0.25% | 113 |
|
|
2015
Q3 | – | Sell |
-2,683,427
| Closed | -$5.05M | – | 1134 |
|
|
2015
Q2 | $6.44M | Buy |
2,683,427
+1,675,981
| +166% | +$4.06M | 0.04% | 521 |
|
|
2015
Q1 | $2.7M | Buy |
+1,007,446
| New | +$2.83M | 0.02% | 577 |
|
|
2014
Q1 | – | Sell |
-1,296,495
| Closed | -$5.02M | – | 557 |
|
|
2013
Q4 | $5.02M | Buy |
+1,296,495
| New | +$4.65M | 0.07% | 309 |
|
|
2013
Q3 | – | Sell |
-759,560
| Closed | -$3.1M | – | 562 |
|
|
2013
Q2 | $3.1M | Buy |
+759,560
| New | +$2.63M | 0.05% | 392 |
|
Other funds holding AMD
VCM
VPM
Balyasny Asset Management's AMD Position: Q1 2026 in Review
Balyasny Asset Management increased its Advanced Micro Devices (AMD) stake by 836% in Q1 2026, buying an estimated $69M and bringing the position to 361,764 shares worth $73.6M. The position accounts for 0.1% of the portfolio, ranked #238.
Balyasny Asset Management first reported a position in AMD in Q2 2013 and has held it in 35 quarters since. The position peaked at $242M in Q3 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.
- Balyasny Asset Management held 361,764 shares of Advanced Micro Devices worth $73.6M as of Q1 2026.
- Balyasny Asset Management bought 323,105 Advanced Micro Devices shares in Q1 2026, an estimated $69M.
- Advanced Micro Devices made up 0.1% of Balyasny Asset Management's portfolio in Q1 2026, its #238 holding.
- Balyasny Asset Management first reported a position in Advanced Micro Devices in Q2 2013 and has held it in 35 quarters since.
- Balyasny Asset Management's Advanced Micro Devices position peaked at $242M in Q3 2025.
- 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.