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Polar Capital Holdings’s Advanced Micro Devices AMD Stock Holding History

Polar Capital Holdings’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 		$1.65B Sell
2,843,290
-562,192
-17% -$230M 3.9% 5
2026
Q1 		$693M Buy
3,405,482
+646,252
+23% +$138M 2.46% 6
2025
Q4 		$591M Buy
2,759,230
+923,966
+50% +$208M 2.28% 6
2025
Q3 		$297M Sell
1,835,264
-1,332,476
-42% -$215M 1.43% 14
2025
Q2 		$450M Buy
3,167,740
+1,415,179
+81% +$154M 2.35% 5
2025
Q1 		$180M Buy
1,752,561
+1,231,698
+236% +$137M 1.1% 22
2024
Q4 		$62.9M Sell
520,863
-2,119,466
-80% -$305M 0.35% 74
2024
Q3 		$433M Buy
2,640,329
+672,281
+34% +$102M 2.07% 7
2024
Q2 		$319M Sell
1,968,048
-1,108,807
-36% -$178M 1.88% 8
2024
Q1 		$555M Sell
3,076,855
-297,193
-9% -$52M 2.91% 6
2023
Q4 		$497M Sell
3,374,048
-173,970
-5% -$20.5M 3.05% 5
2023
Q3 		$365M Sell
3,548,018
-50,545
-1% -$5.49M 2.7% 6
2023
Q2 		$410M Sell
3,598,563
-273,839
-7% -$28.5M 2.07% 7
2023
Q1 		$380M Buy
3,872,402
+85,328
+2% +$6.94M 2.47% 5
2022
Q4 		$245M Sell
3,787,074
-33,619
-0.9% -$2.22M 1.96% 4
2022
Q3 		$242M Buy
3,820,693
+206,540
+6% +$17.6M 1.54% 6
2022
Q2 		$276M Sell
3,614,153
-56,084
-2% -$5.25M 1.62% 6
2022
Q1 		$401M Buy
3,670,237
+341,251
+10% +$40.7M 1.81% 8
2021
Q4 		$479M Sell
3,328,986
-191,236
-5% -$25.7M 1.8% 9
2021
Q3 		$362M Sell
3,520,222
-387,621
-10% -$39.6M 1.48% 11
2021
Q2 		$367M Buy
3,907,843
+1,829,909
+88% +$148M 1.59% 8
2021
Q1 		$163M Sell
2,077,934
-1,777,377
-46% -$153M 1.01% 26
2020
Q4 		$354M Buy
+3,855,311
New +$333M 2.14% 6

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

Polar Capital Holdings's AMD Position: Q2 2026 in Review

Polar Capital Holdings reduced its Advanced Micro Devices (AMD) stake by 17% in Q2 2026, selling an estimated $230M and leaving 2,843,290 shares worth $1.65B. The position accounts for 3.9% of the portfolio, ranked #5.

Polar Capital Holdings first reported a position in AMD in Q4 2020 and has held it in 23 quarters since. 3,994 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Polar Capital Holdings held 2,843,290 shares of Advanced Micro Devices worth $1.65B as of Q2 2026.
  • Polar Capital Holdings sold 562,192 Advanced Micro Devices shares in Q2 2026, an estimated $230M.
  • Advanced Micro Devices made up 3.9% of Polar Capital Holdings's portfolio in Q2 2026, its #5 holding.
  • Polar Capital Holdings first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 23 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

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