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

Sandler 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
2020 Q3	–	Sell	-231,000	Closed	-$12.2M	–	80
2020 Q2	$12.2M	Buy	+231,000	New	+$12.2M	1.16%	32
2020 Q1	–	Sell	-158,000	Closed	-$7.25M	–	82
2019 Q4	$7.25M	Sell	158,000 -442,000	-74%	-$16.3M	0.83%	47
2019 Q3	$17.4M	Buy	600,000 +300,000	+100%	+$9.41M	1.52%	26
2019 Q2	$9.11M	Buy	+300,000	New	+$8.56M	0.61%	68
2018 Q4	–	Sell	-200,000	Closed	-$6.18M	–	102
2018 Q3	$6.18M	Sell	200,000 -407,000	-67%	-$9.18M	0.31%	85
2018 Q2	$9.1M	Buy	607,000 +405,000	+200%	+$5.15M	0.76%	49
2018 Q1	$2.03M	Buy	+202,000	New	+$2.4M	0.25%	84

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

Sandler Capital Management's AMD Position: Q1 2026 in Review

Sandler Capital Management opened a new position in Advanced Micro Devices (AMD) in Q1 2026: 3,950 shares worth $804K. The stake represents 0.42% of the portfolio and ranks #88 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in AMD as recently as Q3 2023.

Sandler Capital Management first reported a position in AMD in Q1 2020 and has held it in 15 quarters since. The position peaked at $22.3M in Q3 2020. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Sandler Capital Management held 3,950 shares of Advanced Micro Devices worth $804K as of Q1 2026.
Advanced Micro Devices was a new Sandler Capital Management position in Q1 2026.
Advanced Micro Devices made up 0.42% of Sandler Capital Management's portfolio in Q1 2026, its #88 holding.
Sandler Capital Management first reported a position in Advanced Micro Devices in Q1 2020 and has held it in 15 quarters since.
Sandler Capital Management's Advanced Micro Devices position peaked at $22.3M in Q3 2020.
3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Sandler Capital Management's 13F filing for Q1 2026, filed 15 May 2026.