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 Q4	–	Sell	-164,300	Closed	-$40.1M	–	62
2025 Q3	$40.1M	Buy	+164,300	New	+$26.5M	1.09%	33
2022 Q4	–	Sell	-700,000	Closed	-$44.4M	–	36
2022 Q3	$44.4M	Buy	+700,000	New	+$59.6M	2.63%	18

Other funds holding AMD

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

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

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

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. 2,678 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.
2,678 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.