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

Hitchwood 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
2023 Q1	$7.84M	Buy	+80,000	New	+$6.51M	4.27%	13
2021 Q1	–	Sell	-400,000	Closed	-$36.7M	–	62
2020 Q4	$36.7M	Hold	400,000	–	–	0.63%	39
2020 Q3	$32.8M	Buy	+400,000	New	+$29.7M	0.87%	33
2019 Q3	–	Sell	-1,600,000	Closed	-$48.6M	–	45
2019 Q2	$48.6M	Sell	1,600,000 -475,000	-23%	-$13.6M	0.83%	28
2019 Q1	$53M	Buy	+2,075,000	New	+$47.1M	0.76%	26
2018 Q4	–	Sell	-600,000	Closed	-$18.5M	–	24
2018 Q3	$18.5M	Buy	+600,000	New	+$13.5M	0.26%	46
2017 Q4	–	Sell	-1,100,000	Closed	-$14M	–	49
2017 Q3	$14M	Buy	+1,100,000	New	+$14.4M	0.6%	37

Other funds holding AMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hitchwood Capital Management's AMD Position: Q1 2023 in Review

Hitchwood Capital Management opened a new position in Advanced Micro Devices (AMD) in Q1 2023: 80,000 shares worth $7.84M. The stake represents 4.27% of the portfolio and ranks #13 among its holdings. This is a return to the name: Hitchwood Capital Management previously reported a position in AMD as recently as Q4 2020.

Hitchwood Capital Management first reported a position in AMD in Q3 2017 and has held it in 7 quarters since. The position peaked at $53M in Q1 2019. 1,827 funds tracked by Wall St. Rank hold AMD as of Q1 2023.

Hitchwood Capital Management held 80,000 shares of Advanced Micro Devices worth $7.84M as of Q1 2023.
Advanced Micro Devices was a new Hitchwood Capital Management position in Q1 2023.
Advanced Micro Devices made up 4.27% of Hitchwood Capital Management's portfolio in Q1 2023, its #13 holding.
Hitchwood Capital Management first reported a position in Advanced Micro Devices in Q3 2017 and has held it in 7 quarters since.
Hitchwood Capital Management's Advanced Micro Devices position peaked at $53M in Q1 2019.
1,827 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2023.

Based on Hitchwood Capital Management's 13F filing for Q1 2023, filed 12 May 2023.