PCM
AMD icon

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

Palestra 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 		$138M Buy
+237,958
New +$97.6M 4.69% 10
2024
Q2 		– Sell
-29,853
Closed -$5.39M – 34
2024
Q1 		$5.39M Buy
+29,853
New +$5.22M 0.2% 33
2021
Q1 		– Sell
-1,668,415
Closed -$153M – 34
2020
Q4 		$153M Buy
+1,668,415
New +$144M 3.01% 18

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 $3.37T AUM 44.26% 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

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

Palestra Capital Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 237,958 shares worth $138M. The stake represents 4.69% of the portfolio and ranks #10 among its holdings. This is a return to the name: Palestra Capital Management previously reported a position in AMD as recently as Q1 2024.

Palestra Capital Management first reported a position in AMD in Q4 2020 and has held it in 3 quarters since. The position peaked at $153M in Q4 2020. 3,997 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Palestra Capital Management held 237,958 shares of Advanced Micro Devices worth $138M as of Q2 2026.
  • Advanced Micro Devices was a new Palestra Capital Management position in Q2 2026.
  • Advanced Micro Devices made up 4.69% of Palestra Capital Management's portfolio in Q2 2026, its #10 holding.
  • Palestra Capital Management first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 3 quarters since.
  • Palestra Capital Management's Advanced Micro Devices position peaked at $153M in Q4 2020.
  • 3,997 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Palestra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.