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Gavin Baker’s Advanced Micro Devices AMD Stock Holding History

Gavin Baker’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
2025
Q4 		– Sell
-339,358
Closed -$54.9M – 57
2025
Q3 		$54.9M Sell
339,358
-1,397,006
-80% -$225M 1.07% 26
2025
Q2 		$246M Sell
1,736,364
-366,599
-17% -$39.9M 6.84% 1
2025
Q1 		$216M Buy
2,102,963
+180,873
+9% +$20.1M 6.56% 3
2024
Q4 		$232M Sell
1,922,090
-141,910
-7% -$20.4M 5.08% 3
2024
Q3 		$339M Buy
2,064,000
+1,023,767
+98% +$156M 8.62% 3
2024
Q2 		$169M Buy
1,040,233
+23,109
+2% +$3.72M 5.51% 3
2024
Q1 		$184M Sell
1,017,124
-396,468
-28% -$69.3M 4.17% 6
2023
Q4 		$208M Sell
1,413,592
-2,009,138
-59% -$237M 6.84% 3
2023
Q3 		$352M Buy
3,422,730
+2,225,557
+186% +$242M 11.5% 1
2023
Q2 		$136M Sell
1,197,173
-2,670,588
-69% -$278M 3.5% 10
2023
Q1 		$379M Buy
3,867,761
+230,569
+6% +$18.8M 11.61% 1
2022
Q4 		$236M Buy
3,637,192
+310,150
+9% +$20.5M 9.29% 1
2022
Q3 		$211M Buy
+3,327,042
New +$283M 5.54% 4
2021
Q3 		– Sell
-1,970,339
Closed -$185M – 42
2021
Q2 		$185M Sell
1,970,339
-1,057,561
-35% -$85.5M 3.31% 6
2021
Q1 		$238M Buy
+3,027,900
New +$261M 5.36% 4
2020
Q1 		– Sell
-544,885
Closed -$25M – 25
2019
Q4 		$25M Buy
+544,885
New +$20.1M 5.73% 6

Other funds holding AMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Gavin Baker's AMD Position: Q4 2025 in Review

Gavin Baker sold out of Advanced Micro Devices (AMD) in Q4 2025, closing a stake of 339,358 shares — an estimated $54.9M sold.

Gavin Baker first reported a position in AMD in Q4 2019 and held it in 16 quarters. The position peaked at $379M in Q1 2023. 3,133 funds tracked by Wall St. Rank hold AMD as of Q4 2025.

  • Gavin Baker reported no remaining Advanced Micro Devices position as of Q4 2025 after selling out during the quarter.
  • Gavin Baker sold 339,358 Advanced Micro Devices shares in Q4 2025, an estimated $54.9M.
  • Gavin Baker first reported a position in Advanced Micro Devices in Q4 2019 and held it in 16 quarters.
  • Gavin Baker's Advanced Micro Devices position peaked at $379M in Q1 2023.
  • 3,133 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q4 2025.

Based on Atreides Management's 13F filing for Q4 2025, filed 17 Feb 2026.