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Karani Asset Management’s Advanced Micro Devices AMD Stock Holding History

Karani Asset 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 		$4.5M Buy
7,755
+634
+9% +$260K 3.25% 9
2026
Q1 		$1.45M Buy
+7,121
New +$1.52M 1.19% 23
2023
Q3 		$321K Sell
3,122
-499
-14% -$54.2K 0.46% 29
2023
Q2 		$412K Buy
+3,621
New +$377K 0.42% 29

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

Karani Asset Management's AMD Position: Q2 2026 in Review

Karani Asset Management increased its Advanced Micro Devices (AMD) stake by 8.9% in Q2 2026, buying an estimated $260K and bringing the position to 7,755 shares worth $4.5M. The position accounts for 3.25% of the portfolio, ranked #9.

Karani Asset Management first reported a position in AMD in Q2 2023 and has held it in 4 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Karani Asset Management held 7,755 shares of Advanced Micro Devices worth $4.5M as of Q2 2026.
  • Karani Asset Management bought 634 Advanced Micro Devices shares in Q2 2026, an estimated $260K.
  • Advanced Micro Devices made up 3.25% of Karani Asset Management's portfolio in Q2 2026, its #9 holding.
  • Karani Asset Management first reported a position in Advanced Micro Devices in Q2 2023 and has held it in 4 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Karani Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.