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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longitude (Cayman)'s AMD Position: Q2 2026 in Review

Longitude (Cayman) reduced its Advanced Micro Devices (AMD) stake by 35% in Q2 2026, selling an estimated $11.1M and leaving 50,000 shares worth $29M. The position accounts for 9.24% of the portfolio, ranked #3.

Longitude (Cayman) first reported a position in AMD in Q4 2020 and has held it in 20 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Longitude (Cayman) held 50,000 shares of Advanced Micro Devices worth $29M as of Q2 2026.
Longitude (Cayman) sold 27,100 Advanced Micro Devices shares in Q2 2026, an estimated $11.1M.
Advanced Micro Devices made up 9.24% of Longitude (Cayman)'s portfolio in Q2 2026, its #3 holding.
Longitude (Cayman) first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 20 quarters since.
3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Longitude (Cayman)'s 13F filing for Q2 2026, filed 12 Aug 2026.