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Munro Partners’s Advanced Micro Devices AMD Stock Holding History

Munro Partners’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 		$99.8M Buy
+171,716
New +$70.4M 2.2% 21
2025
Q3 		– Sell
-633,460
Closed -$102M – 65
2025
Q2 		$89.9M Buy
+633,460
New +$69M 2.8% 15
2023
Q2 		– Sell
-639,875
Closed -$62.7M – 35
2023
Q1 		$62.7M Buy
639,875
+505,410
+376% +$41.1M 3.07% 18
2022
Q4 		$8.71M Sell
134,465
-337,932
-72% -$22.3M 0.5% 23
2022
Q3 		$29.9M Buy
472,397
+91,550
+24% +$7.8M 1.78% 20
2022
Q2 		$29.1M Sell
380,847
-780,610
-67% -$73.1M 1.71% 18
2022
Q1 		$127M Buy
1,161,457
+137,430
+13% +$16.4M 4.56% 10
2021
Q4 		$147M Buy
1,024,027
+84,065
+9% +$11.3M 4.12% 11
2021
Q3 		$96.7M Buy
+939,962
New +$96.1M 3.31% 15

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Munro Partners's AMD Position: Q2 2026 in Review

Munro Partners opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 171,716 shares worth $99.8M. The stake represents 2.2% of the portfolio and ranks #21 among its holdings. This is a return to the name: Munro Partners previously reported a position in AMD as recently as Q2 2025.

Munro Partners first reported a position in AMD in Q3 2021 and has held it in 9 quarters since. The position peaked at $147M in Q4 2021. 4,008 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Munro Partners held 171,716 shares of Advanced Micro Devices worth $99.8M as of Q2 2026.
  • Advanced Micro Devices was a new Munro Partners position in Q2 2026.
  • Advanced Micro Devices made up 2.2% of Munro Partners's portfolio in Q2 2026, its #21 holding.
  • Munro Partners first reported a position in Advanced Micro Devices in Q3 2021 and has held it in 9 quarters since.
  • Munro Partners's Advanced Micro Devices position peaked at $147M in Q4 2021.
  • 4,008 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.