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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

FengHe Fund Management's AMD Position: Q1 2026 in Review

FengHe Fund Management increased its Advanced Micro Devices (AMD) stake by 46% in Q1 2026, buying an estimated $7.16M and bringing the position to 106,340 shares worth $21.6M. The position accounts for 2.99% of the portfolio, ranked #13.

FengHe Fund Management first reported a position in AMD in Q4 2020 and has held it in 17 quarters since. The position peaked at $108M in Q4 2023. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

FengHe Fund Management held 106,340 shares of Advanced Micro Devices worth $21.6M as of Q1 2026.
FengHe Fund Management bought 33,540 Advanced Micro Devices shares in Q1 2026, an estimated $7.16M.
Advanced Micro Devices made up 2.99% of FengHe Fund Management's portfolio in Q1 2026, its #13 holding.
FengHe Fund Management first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 17 quarters since.
FengHe Fund Management's Advanced Micro Devices position peaked at $108M in Q4 2023.
3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on FengHe Fund Management's 13F filing for Q1 2026, filed 15 May 2026.