Sassicaia Capital Advisers’s Advanced Micro Devices AMD Stock Holding History

Sassicaia Capital Advisers’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	$50.8M	Buy	+87,370	New	+$35.8M	22.38%	2
2026 Q1	–	Sell	-2,000	Closed	-$428K	–	36
2025 Q4	$428K	Buy	+2,000	New	+$449K	0.94%	25
2023 Q3	–	Sell	-13,825	Closed	-$1.57M	–	9
2023 Q2	$1.57M	Buy	13,825 +9,225	+201%	+$959K	1.35%	10
2023 Q1	$451K	Sell	4,600 -600	-12%	-$48.8K	0.39%	26
2022 Q4	$337K	Buy	+5,200	New	+$343K	0.84%	19
2022 Q1	–	Sell	-1,600	Closed	-$230K	–	23
2021 Q4	$230K	Sell	1,600 -13,800	-90%	-$1.85M	1.59%	16
2021 Q3	$1.58M	Sell	15,400 -40,850	-73%	-$4.18M	4.48%	8
2021 Q2	$5.28M	Buy	56,250 +51,050	+982%	+$4.13M	5.51%	6
2021 Q1	$408K	Buy	+5,200	New	+$448K	0.23%	41

Other funds holding AMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sassicaia Capital Advisers's AMD Position: Q2 2026 in Review

Sassicaia Capital Advisers opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 87,370 shares worth $50.8M. The stake represents 22.38% of the portfolio and ranks #2 among its holdings. This is a return to the name: Sassicaia Capital Advisers previously reported a position in AMD as recently as Q4 2025.

Sassicaia Capital Advisers first reported a position in AMD in Q1 2021 and has held it in 9 quarters since. 4,008 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Sassicaia Capital Advisers held 87,370 shares of Advanced Micro Devices worth $50.8M as of Q2 2026.
Advanced Micro Devices was a new Sassicaia Capital Advisers position in Q2 2026.
Advanced Micro Devices made up 22.38% of Sassicaia Capital Advisers's portfolio in Q2 2026, its #2 holding.
Sassicaia Capital Advisers first reported a position in Advanced Micro Devices in Q1 2021 and has held it in 9 quarters since.
4,008 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

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