CloudAlpha Capital Management’s Advanced Micro Devices AMD Stock Holding History

CloudAlpha Capital 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	$334M	Buy	+575,000	New	+$236M	9.51%	4
2024 Q1	–	Sell	-954,500	Closed	-$141M	–	38
2023 Q4	$141M	Sell	954,500 -1,597,500	-63%	-$188M	12.98%	2
2023 Q3	$262M	Buy	2,552,000 +2,534,500	+14,483%	+$275M	14.06%	2
2023 Q2	$1.99M	Buy	+17,500	New	+$1.82M	0.17%	32
2022 Q1	–	Sell	-300,000	Closed	-$43.2M	–	16
2021 Q4	$43.2M	Buy	+300,000	New	+$40.3M	10.27%	2
2021 Q3	–	Sell	-890,000	Closed	-$83.6M	–	17
2021 Q2	$83.6M	Buy	+890,000	New	+$71.9M	10.04%	3

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

CloudAlpha Capital Management's AMD Position: Q2 2026 in Review

CloudAlpha Capital Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 225,653 shares worth $131M. The stake represents 3.73% of the portfolio and ranks #8 among its holdings. This is a return to the name: CloudAlpha Capital Management previously reported a position in AMD as recently as Q2 2025.

CloudAlpha Capital Management first reported a position in AMD in Q4 2020 and has held it in 13 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

CloudAlpha Capital Management held 225,653 shares of Advanced Micro Devices worth $131M as of Q2 2026.
Advanced Micro Devices was a new CloudAlpha Capital Management position in Q2 2026.
Advanced Micro Devices made up 3.73% of CloudAlpha Capital Management's portfolio in Q2 2026, its #8 holding.
CloudAlpha Capital Management first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 13 quarters since.
3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on CloudAlpha Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.