Eminence Capital’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
Q2
Sell
-1,176,963
Closed -$239M 2
2026
Q1
$239M Buy
1,176,963
+208,522
+22% +$44.5M 5.49% 5
2025
Q4
$207M Sell
968,441
-525,114
-35% -$118M 3.28% 12
2025
Q3
$242M Buy
1,493,555
+77,443
+5% +$12.5M 3.55% 9
2025
Q2
$201M Sell
1,416,112
-150,705
-10% -$16.4M 2.96% 14
2025
Q1
$161M Buy
1,566,817
+539,075
+52% +$59.9M 2.69% 17
2024
Q4
$124M Buy
1,027,742
+361,479
+54% +$52M 1.9% 26
2024
Q3
$109M Buy
666,263
+4,839
+0.7% +$735K 1.66% 28
2024
Q2
$107M Buy
661,424
+268,842
+68% +$43.2M 1.73% 30
2024
Q1
$70.9M Sell
392,582
-318,904
-45% -$55.7M 1.3% 39
2023
Q4
$105M Buy
+711,486
New +$83.9M 2.05% 26

Other funds holding AMD