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

Gunderson 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 		$25.3M Sell
43,600
-341
-0.8% -$140K 6.84% 1
2026
Q1 		$8.94M Buy
43,941
+2,497
+6% +$533K 3.74% 8
2025
Q4 		$8.88M Buy
41,444
+28,715
+226% +$6.45M 4% 8
2025
Q3 		$2.06M Buy
12,729
+2,003
+19% +$323K 0.76% 40
2025
Q2 		$1.52M Buy
+10,726
New +$1.17M 0.64% 37
2024
Q2 		– Sell
-51,230
Closed -$9.25M – 40
2024
Q1 		$9.25M Buy
51,230
+1,073
+2% +$188K 4.29% 9
2023
Q4 		$7.39M Sell
50,157
-12,459
-20% -$1.47M 4.22% 10
2023
Q3 		$6.44M Buy
62,616
+2,183
+4% +$237K 4.38% 3
2023
Q2 		$6.88M Sell
60,433
-3,081
-5% -$320K 4.55% 8
2023
Q1 		$6.23M Buy
+63,514
New +$5.17M 4.62% 9
2022
Q3 		– Sell
-55,498
Closed -$4.24M – 21
2022
Q2 		$4.24M Buy
+55,498
New +$5.19M 3.62% 12
2021
Q1 		– Sell
-104,692
Closed -$9.6M – 43
2020
Q4 		$9.6M Buy
104,692
+6,212
+6% +$536K 6.28% 1
2020
Q3 		$8.06M Sell
98,480
-46,520
-32% -$3.45M 6.98% 1
2020
Q2 		$7.63M Sell
145,000
-4,433
-3% -$235K 6.14% 1
2020
Q1 		$6.8M Buy
149,433
+5,197
+4% +$250K 9.42% 2
2019
Q4 		$6.62M Buy
144,236
+5,865
+4% +$216K 7.23% 1
2019
Q3 		$4.01M Sell
138,371
-8,623
-6% -$270K 3.97% 11
2019
Q2 		$4.46M Sell
146,994
-562
-0.4% -$16K 3.91% 8
2019
Q1 		$3.77M Buy
+147,556
New +$3.35M 3.27% 20

Other funds holding AMD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
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

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

Gunderson Capital Management reduced its Advanced Micro Devices (AMD) stake by 0.78% in Q2 2026, selling an estimated $140K and leaving 43,600 shares worth $25.3M. The position accounts for 6.84% of the portfolio, ranked #1.

Gunderson Capital Management first reported a position in AMD in Q1 2019 and has held it in 19 quarters since. 1,676 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Gunderson Capital Management held 43,600 shares of Advanced Micro Devices worth $25.3M as of Q2 2026.
  • Gunderson Capital Management sold 341 Advanced Micro Devices shares in Q2 2026, an estimated $140K.
  • Advanced Micro Devices made up 6.84% of Gunderson Capital Management's portfolio in Q2 2026, its #1 holding.
  • Gunderson Capital Management first reported a position in Advanced Micro Devices in Q1 2019 and has held it in 19 quarters since.
  • 1,676 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.