Longitude (Cayman)’s Advanced Micro Devices AMD Stock Holding History

Longitude (Cayman)’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
2024 Q4	$46.5M	Buy	385,000 +374,000	+3,400%	+$53.8M	9.78%	2
2024 Q3	$1.8M	Buy	11,000 +2,000	+22%	+$304K	0.53%	32
2024 Q2	$1.46M	Buy	+9,000	New	+$1.45M	0.93%	31
2023 Q4	–	Sell	-8,500	Closed	-$874K	–	52
2023 Q3	$874K	Buy	+8,500	New	+$923K	0.56%	42
2023 Q1	–	Sell	-5,000	Closed	-$324K	–	68
2022 Q4	$324K	Sell	5,000 -5,000	-50%	-$330K	0.41%	52
2022 Q3	$634K	Buy	10,000 +6,500	+186%	+$553K	1.01%	32
2022 Q2	$268K	Buy	+3,500	New	+$328K	0.4%	48

Other funds holding AMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Longitude (Cayman)'s AMD Position: Q1 2026 in Review

Longitude (Cayman) increased its Advanced Micro Devices (AMD) stake by 13% in Q1 2026, buying an estimated $1.94M and bringing the position to 77,100 shares worth $15.7M. The position accounts for 6.42% of the portfolio, ranked #2.

Longitude (Cayman) first reported a position in AMD in Q4 2020 and has held it in 19 quarters since. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Longitude (Cayman) held 77,100 shares of Advanced Micro Devices worth $15.7M as of Q1 2026.
Longitude (Cayman) bought 9,100 Advanced Micro Devices shares in Q1 2026, an estimated $1.94M.
Advanced Micro Devices made up 6.42% of Longitude (Cayman)'s portfolio in Q1 2026, its #2 holding.
Longitude (Cayman) first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 19 quarters since.
3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Longitude (Cayman)'s 13F filing for Q1 2026, filed 5 May 2026.