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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Munro Partners's AMD Position: Q3 2025 in Review

Munro Partners sold out of Advanced Micro Devices (AMD) in Q3 2025, closing a stake of 633,460 shares — an estimated $102M sold.

Munro Partners first reported a position in AMD in Q3 2021 and held it in 8 quarters. The position peaked at $147M in Q4 2021. 2,680 funds tracked by Wall St. Rank hold AMD as of Q3 2025.

Munro Partners reported no remaining Advanced Micro Devices position as of Q3 2025 after selling out during the quarter.
Munro Partners sold 633,460 Advanced Micro Devices shares in Q3 2025, an estimated $102M.
Munro Partners first reported a position in Advanced Micro Devices in Q3 2021 and held it in 8 quarters.
Munro Partners's Advanced Micro Devices position peaked at $147M in Q4 2021.
2,680 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2025.

Based on Munro Partners's 13F filing for Q3 2025, filed 15 Oct 2025.