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Glen Kacher’s Advanced Micro Devices AMD Stock Holding History

Glen Kacher’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 		$63.6M Sell
109,500
-109,751
-50% -$45M 7.05% 2
2026
Q1 		$44.6M Sell
219,251
-236
-0.1% -$50.4K 8.35% 4
2025
Q4 		$47M Sell
219,487
-31,626
-13% -$7.1M 7.23% 6
2025
Q3 		$40.6M Sell
251,113
-41,675
-14% -$6.73M 6.83% 4
2025
Q2 		$41.5M Buy
292,788
+37,118
+15% +$4.04M 8.49% 3
2025
Q1 		$26.3M Buy
255,670
+42,931
+20% +$4.77M 7.34% 5
2024
Q4 		$25.7M Sell
212,739
-19,719
-8% -$2.84M 4.72% 6
2024
Q3 		$38.1M Buy
232,458
+84,482
+57% +$12.8M 9.03% 3
2024
Q2 		$24M Buy
147,976
+9,476
+7% +$1.52M 5.51% 4
2024
Q1 		$25M Sell
138,500
-140,500
-50% -$24.6M 6.05% 4
2023
Q4 		$41.1M Buy
279,000
+53,900
+24% +$6.35M 12.32% 2
2023
Q3 		$23.1M Buy
225,100
+55,309
+33% +$6M 6.81% 3
2023
Q2 		$19.3M Sell
169,791
-180,193
-51% -$18.7M 5.13% 10
2023
Q1 		$34.3M Buy
349,984
+5,490
+2% +$447K 8.37% 4
2022
Q4 		$22.3M Buy
+344,494
New +$22.7M 8.32% 2
2014
Q1 		– Sell
-511,754
Closed -$1.98M – 42
2013
Q4 		$1.98M Sell
511,754
-198,246
-28% -$711K 0.41% 39
2013
Q3 		$2.71M Buy
+710,000
New +$2.7M 0.85% 30

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

Glen Kacher's AMD Position: Q2 2026 in Review

Glen Kacher reduced its Advanced Micro Devices (AMD) stake by 50% in Q2 2026, selling an estimated $45M and leaving 109,500 shares worth $63.6M. The position accounts for 7.05% of the portfolio, ranked #2.

Glen Kacher first reported a position in AMD in Q3 2013 and has held it in 17 quarters since. 3,966 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Glen Kacher held 109,500 shares of Advanced Micro Devices worth $63.6M as of Q2 2026.
  • Glen Kacher sold 109,751 Advanced Micro Devices shares in Q2 2026, an estimated $45M.
  • Advanced Micro Devices made up 7.05% of Glen Kacher's portfolio in Q2 2026, its #2 holding.
  • Glen Kacher first reported a position in Advanced Micro Devices in Q3 2013 and has held it in 17 quarters since.
  • 3,966 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Light Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.