GKV Capital Management’s Advanced Micro Devices AMD Stock Holding History

GKV Capital 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	$2.89M	Buy	4,977 +727	+17%	+$298K	0.93%	33
2026 Q1	$865K	Buy	4,250 +110	+3%	+$23.5K	0.32%	59
2025 Q4	$887K	Buy	4,140 +110	+3%	+$24.7K	0.33%	57
2025 Q3	$652K	Buy	4,030 +1,500	+59%	+$242K	0.26%	61
2025 Q2	$359K	Sell	2,530 -2,200	-47%	-$240K	0.16%	74
2025 Q1	$486K	Sell	4,730 -35,771	-88%	-$3.98M	0.24%	60
2024 Q4	$4.89M	Buy	+40,501	New	+$5.83M	2%	14

Other funds holding AMD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GKV Capital Management's AMD Position: Q2 2026 in Review

GKV Capital Management increased its Advanced Micro Devices (AMD) stake by 17% in Q2 2026, buying an estimated $298K and bringing the position to 4,977 shares worth $2.89M. The position accounts for 0.93% of the portfolio, ranked #33.

GKV Capital Management first reported a position in AMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.89M in Q4 2024. 1,191 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

GKV Capital Management held 4,977 shares of Advanced Micro Devices worth $2.89M as of Q2 2026.
GKV Capital Management bought 727 Advanced Micro Devices shares in Q2 2026, an estimated $298K.
Advanced Micro Devices made up 0.93% of GKV Capital Management's portfolio in Q2 2026, its #33 holding.
GKV Capital Management first reported a position in Advanced Micro Devices in Q4 2024 and has held it in 7 quarters since.
GKV Capital Management's Advanced Micro Devices position peaked at $4.89M in Q4 2024.
1,191 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.