Philippe Laffont
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Philippe Laffont’s Advanced Micro Devices AMD Stock Holding History

Philippe Laffont’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 		$55.8M Buy
+95,987
New +$39.4M 0.11% 41
2026
Q1 		– Sell
-1,239,043
Closed -$265M – 64
2025
Q4 		$265M Hold
1,239,043
– – 0.66% 29
2025
Q3 		$200M Sell
1,239,043
-291,198
-19% -$47M 0.49% 38
2025
Q2 		$217M Sell
1,530,241
-1,709,930
-53% -$186M 0.6% 35
2025
Q1 		$333M Sell
3,240,171
-1,009,019
-24% -$112M 1.47% 25
2024
Q4 		$513M Hold
4,249,190
– – 1.73% 21
2024
Q3 		$697M Sell
4,249,190
-2,029,968
-32% -$308M 2.59% 13
2024
Q2 		$1.02B Sell
6,279,158
-502,688
-7% -$80.9M 3.97% 9
2024
Q1 		$1.22B Sell
6,781,846
-5,704,052
-46% -$997M 4.8% 8
2023
Q4 		$1.84B Buy
12,485,898
+23,383
+0.2% +$2.76M 7.72% 3
2023
Q3 		$1.28B Sell
12,462,515
-1,512,109
-11% -$164M 6.5% 4
2023
Q2 		$1.59B Buy
13,974,624
+5,467,454
+64% +$569M 7.8% 5
2023
Q1 		$834M Buy
8,507,170
+2,868,691
+51% +$233M 5.54% 7
2022
Q4 		$365M Buy
5,638,479
+4,845,580
+611% +$320M 4.1% 10
2022
Q3 		$50.2M Buy
+792,899
New +$67.5M 0.58% 37
2022
Q2 		– Sell
-268,599
Closed -$29.4M – 82
2022
Q1 		$29.4M Buy
+268,599
New +$32.1M 0.21% 41
2020
Q1 		– Sell
-5,714
Closed -$262K – 166
2019
Q4 		$262K Buy
+5,714
New +$210K ﹤0.01% 327

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

Philippe Laffont's AMD Position: Q2 2026 in Review

Philippe Laffont opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 95,987 shares worth $55.8M. The stake represents 0.11% of the portfolio and ranks #41 among its holdings. This is a return to the name: Philippe Laffont previously reported a position in AMD as recently as Q4 2025.

Philippe Laffont first reported a position in AMD in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.84B in Q4 2023. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Philippe Laffont held 95,987 shares of Advanced Micro Devices worth $55.8M as of Q2 2026.
  • Advanced Micro Devices was a new Philippe Laffont position in Q2 2026.
  • Advanced Micro Devices made up 0.11% of Philippe Laffont's portfolio in Q2 2026, its #41 holding.
  • Philippe Laffont first reported a position in Advanced Micro Devices in Q4 2019 and has held it in 17 quarters since.
  • Philippe Laffont's Advanced Micro Devices position peaked at $1.84B in Q4 2023.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

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