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FengHe Fund Management’s Advanced Micro Devices AMD Stock Holding History

FengHe Fund 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 		$16.5M Sell
28,320
-78,020
-73% -$32M 1.56% 12
2026
Q1 		$21.6M Buy
106,340
+33,540
+46% +$7.16M 2.99% 13
2025
Q4 		$15.6M Sell
72,800
-493,900
-87% -$111M 0.88% 27
2025
Q3 		$91.7M Sell
566,700
-6,300
-1% -$1.02M 8.37% 2
2025
Q2 		$81.3M Buy
573,000
+500,800
+694% +$54.5M 13.32% 2
2025
Q1 		$7.42M Sell
72,200
-363,500
-83% -$40.4M 2.78% 13
2024
Q4 		$52.6M Buy
435,700
+369,000
+553% +$53.1M 15.53% 2
2024
Q3 		$10.9M Buy
+66,700
New +$10.1M 3.24% 10
2024
Q2 		– Sell
-228,393
Closed -$41.2M – 23
2024
Q1 		$41.2M Sell
228,393
-504,600
-69% -$88.2M 5.19% 7
2023
Q4 		$108M Buy
732,993
+271,700
+59% +$32M 18.97% 2
2023
Q3 		$47.4M Sell
461,293
-384,157
-45% -$41.7M 11.27% 2
2023
Q2 		$96.3M Buy
845,450
+780,500
+1,202% +$81.2M 19.04% 2
2023
Q1 		$6.37M Sell
64,950
-1,417,550
-96% -$115M 1.43% 11
2022
Q4 		$96M Buy
1,482,500
+1,119,300
+308% +$73.9M 12.99% 3
2022
Q3 		$23M Buy
+363,200
New +$30.9M 5.85% 6
2021
Q4 		– Sell
-60,900
Closed -$6.27M – 11
2021
Q3 		$6.27M Buy
60,900
+7,700
+14% +$787K 5.49% 5
2021
Q2 		$5M Buy
+53,200
New +$4.3M 2.63% 9
2021
Q1 		– Sell
-31,000
Closed -$2.84M – 12
2020
Q4 		$2.84M Buy
+31,000
New +$2.68M 2.09% 10

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

FengHe Fund Management's AMD Position: Q2 2026 in Review

FengHe Fund Management reduced its Advanced Micro Devices (AMD) stake by 73% in Q2 2026, selling an estimated $32M and leaving 28,320 shares worth $16.5M. The position accounts for 1.56% of the portfolio, ranked #12.

FengHe Fund Management first reported a position in AMD in Q4 2020 and has held it in 18 quarters since. The position peaked at $108M in Q4 2023. 3,985 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • FengHe Fund Management held 28,320 shares of Advanced Micro Devices worth $16.5M as of Q2 2026.
  • FengHe Fund Management sold 78,020 Advanced Micro Devices shares in Q2 2026, an estimated $32M.
  • Advanced Micro Devices made up 1.56% of FengHe Fund Management's portfolio in Q2 2026, its #12 holding.
  • FengHe Fund Management first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 18 quarters since.
  • FengHe Fund Management's Advanced Micro Devices position peaked at $108M in Q4 2023.
  • 3,985 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on FengHe Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.