Marsico Capital Management’s Advanced Micro Devices AMD Stock Holding History

Marsico 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 Q2	$7.83M	Buy	+13,481	New	+$5.53M	0.2%	66
2024 Q2	–	Sell	-22,805	Closed	-$4.12M	–	62
2024 Q1	$4.12M	Sell	22,805 -4,635	-17%	-$810K	0.14%	54
2023 Q4	$4.04M	Buy	+27,440	New	+$3.23M	0.16%	57
2023 Q3	–	Sell	-662,036	Closed	-$75.4M	–	66
2023 Q2	$75.4M	Buy	662,036 +604,631	+1,053%	+$62.9M	3.01%	13
2023 Q1	$5.63M	Buy	+57,405	New	+$4.67M	0.26%	47
2022 Q2	–	Sell	-56,482	Closed	-$6.18M	–	91
2022 Q1	$6.18M	Buy	+56,482	New	+$6.74M	0.22%	57

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

Marsico Capital Management's AMD Position: Q2 2026 in Review

Marsico Capital Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 13,481 shares worth $7.83M. The stake represents 0.2% of the portfolio and ranks #66 among its holdings. This is a return to the name: Marsico Capital Management previously reported a position in AMD as recently as Q1 2024.

Marsico Capital Management first reported a position in AMD in Q1 2022 and has held it in 6 quarters since. The position peaked at $75.4M in Q2 2023. 3,987 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Marsico Capital Management held 13,481 shares of Advanced Micro Devices worth $7.83M as of Q2 2026.
Advanced Micro Devices was a new Marsico Capital Management position in Q2 2026.
Advanced Micro Devices made up 0.2% of Marsico Capital Management's portfolio in Q2 2026, its #66 holding.
Marsico Capital Management first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 6 quarters since.
Marsico Capital Management's Advanced Micro Devices position peaked at $75.4M in Q2 2023.
3,987 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.