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DSM Capital Partners’s Advanced Micro Devices AMD Stock Holding History

DSM Capital Partners’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 		$734K Buy
+1,263
New +$518K 0.01% 38
2025
Q2 		– Sell
-1,273,794
Closed -$131M – 41
2025
Q1 		$131M Sell
1,273,794
-75,293
-6% -$8.37M 2.29% 14
2024
Q4 		$163M Buy
1,349,087
+78,769
+6% +$11.3M 2.52% 13
2024
Q3 		$208M Sell
1,270,318
-106,048
-8% -$16.1M 3.18% 9
2024
Q2 		$223M Sell
1,376,366
-72,664
-5% -$11.7M 3.23% 10
2024
Q1 		$262M Buy
1,449,030
+1,448,366
+218,127% +$253M 3.57% 10
2023
Q4 		$97.9K Buy
+664
New +$78.3K ﹤0.01% 46

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSM Capital Partners's AMD Position: Q2 2026 in Review

DSM Capital Partners opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 1,263 shares worth $734K. The stake represents 0.01% of the portfolio and ranks #38 among its holdings. This is a return to the name: DSM Capital Partners previously reported a position in AMD as recently as Q1 2025.

DSM Capital Partners first reported a position in AMD in Q4 2023 and has held it in 7 quarters since. The position peaked at $262M in Q1 2024. 3,980 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • DSM Capital Partners held 1,263 shares of Advanced Micro Devices worth $734K as of Q2 2026.
  • Advanced Micro Devices was a new DSM Capital Partners position in Q2 2026.
  • Advanced Micro Devices made up 0.01% of DSM Capital Partners's portfolio in Q2 2026, its #38 holding.
  • DSM Capital Partners first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 7 quarters since.
  • DSM Capital Partners's Advanced Micro Devices position peaked at $262M in Q1 2024.
  • 3,980 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.