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Polymer Capital Management (HK)’s Advanced Micro Devices AMD Stock Holding History

Polymer Capital Management (HK)’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 		$19.5M Sell
33,629
-9,201
-21% -$3.77M 0.99% 13
2026
Q1 		$8.71M Buy
42,830
+18,683
+77% +$3.99M 0.75% 23
2025
Q4 		$5.17M Sell
24,147
-13,549
-36% -$3.04M 0.74% 32
2025
Q3 		$6.1M Sell
37,696
-164,000
-81% -$26.5M 0.84% 33
2025
Q2 		$28.6M Sell
201,696
-14,342
-7% -$1.56M 4.33% 3
2025
Q1 		$22.2M Buy
216,038
+184,738
+590% +$20.5M 3.78% 4
2024
Q4 		$3.78M Sell
31,300
-8,500
-21% -$1.22M 0.66% 45
2024
Q3 		$6.53M Buy
39,800
+37,300
+1,492% +$5.67M 1.51% 13
2024
Q2 		$406K Sell
2,500
-4,180
-63% -$672K 0.08% 115
2024
Q1 		$1.21M Sell
6,680
-54,903
-89% -$9.6M 0.3% 74
2023
Q4 		$9.08M Buy
+61,583
New +$7.26M 3.14% 7

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

Polymer Capital Management (HK)'s AMD Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its Advanced Micro Devices (AMD) stake by 21% in Q2 2026, selling an estimated $3.77M and leaving 33,629 shares worth $19.5M. The position accounts for 0.99% of the portfolio, ranked #13.

Polymer Capital Management (HK) first reported a position in AMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.6M in Q2 2025. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Polymer Capital Management (HK) held 33,629 shares of Advanced Micro Devices worth $19.5M as of Q2 2026.
  • Polymer Capital Management (HK) sold 9,201 Advanced Micro Devices shares in Q2 2026, an estimated $3.77M.
  • Advanced Micro Devices made up 0.99% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #13 holding.
  • Polymer Capital Management (HK) first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 11 quarters since.
  • Polymer Capital Management (HK)'s Advanced Micro Devices position peaked at $28.6M in Q2 2025.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.