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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Polymer Capital Management (HK)'s AMD Position: Q1 2026 in Review

Polymer Capital Management (HK) increased its Advanced Micro Devices (AMD) stake by 77% in Q1 2026, buying an estimated $3.99M and bringing the position to 42,830 shares worth $8.71M. The position accounts for 0.75% of the portfolio, ranked #23.

Polymer Capital Management (HK) first reported a position in AMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $28.6M in Q2 2025. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Polymer Capital Management (HK) held 42,830 shares of Advanced Micro Devices worth $8.71M as of Q1 2026.
Polymer Capital Management (HK) bought 18,683 Advanced Micro Devices shares in Q1 2026, an estimated $3.99M.
Advanced Micro Devices made up 0.75% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #23 holding.
Polymer Capital Management (HK) first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 10 quarters since.
Polymer Capital Management (HK)'s Advanced Micro Devices position peaked at $28.6M in Q2 2025.
3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.