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Light Street Capital Management’s Advanced Micro Devices AMD Stock Holding History

Light Street 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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Light Street Capital Management's AMD Position: Q1 2026 in Review

Light Street Capital Management reduced its Advanced Micro Devices (AMD) stake by 0.11% in Q1 2026, selling an estimated $50.4K and leaving 219,251 shares worth $44.6M. The position accounts for 8.35% of the portfolio, ranked #4.

Light Street Capital Management first reported a position in AMD in Q3 2013 and has held it in 16 quarters since. The position peaked at $47M in Q4 2025. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Light Street Capital Management held 219,251 shares of Advanced Micro Devices worth $44.6M as of Q1 2026.
  • Light Street Capital Management sold 236 Advanced Micro Devices shares in Q1 2026, an estimated $50.4K.
  • Advanced Micro Devices made up 8.35% of Light Street Capital Management's portfolio in Q1 2026, its #4 holding.
  • Light Street Capital Management first reported a position in Advanced Micro Devices in Q3 2013 and has held it in 16 quarters since.
  • Light Street Capital Management's Advanced Micro Devices position peaked at $47M in Q4 2025.
  • 3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.