Light Street Capital Management’s Advanced Micro Devices AMD Stock Holding History
Bought
Maintained
Sold
Other funds holding AMD
Light Street Capital Management's AMD Position: Q2 2026 in Review
Light Street Capital Management 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.
Light Street Capital Management first reported a position in AMD in Q3 2013 and has held it in 17 quarters since. 3,985 funds tracked by Wall St. Rank hold AMD as of Q2 2026.
- Light Street Capital Management held 109,500 shares of Advanced Micro Devices worth $63.6M as of Q2 2026.
- Light Street Capital Management sold 109,751 Advanced Micro Devices shares in Q2 2026, an estimated $45M.
- Advanced Micro Devices made up 7.05% of Light Street Capital Management's portfolio in Q2 2026, its #2 holding.
- Light Street Capital Management first reported a position in Advanced Micro Devices in Q3 2013 and has held it in 17 quarters since.
- 3,985 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.