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Southpoint Capital Advisors’s Advanced Micro Devices AMD Stock Holding History

Southpoint Capital Advisors’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 		$494M Sell
850,000
-50,000
-6% -$20.5M 11.23% 1
2026
Q1 		$183M Buy
900,000
+300,000
+50% +$64.1M 3.77% 12
2025
Q4 		$128M Buy
+600,000
New +$135M 2.99% 15
2024
Q3 		– Sell
-450,000
Closed -$73M – 43
2024
Q2 		$73M Hold
450,000
– – 1.82% 22
2024
Q1 		$81.2M Sell
450,000
-750,000
-63% -$131M 1.61% 24
2023
Q4 		$177M Buy
1,200,000
+600,000
+100% +$70.7M 3.8% 13
2023
Q3 		$61.7M Buy
+600,000
New +$65.1M 1.38% 24

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

Southpoint Capital Advisors's AMD Position: Q2 2026 in Review

Southpoint Capital Advisors reduced its Advanced Micro Devices (AMD) stake by 5.6% in Q2 2026, selling an estimated $20.5M and leaving 850,000 shares worth $494M. The position accounts for 11.23% of the portfolio, ranked #1.

Southpoint Capital Advisors first reported a position in AMD in Q3 2023 and has held it in 7 quarters since. 3,958 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Southpoint Capital Advisors held 850,000 shares of Advanced Micro Devices worth $494M as of Q2 2026.
  • Southpoint Capital Advisors sold 50,000 Advanced Micro Devices shares in Q2 2026, an estimated $20.5M.
  • Advanced Micro Devices made up 11.23% of Southpoint Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Southpoint Capital Advisors first reported a position in Advanced Micro Devices in Q3 2023 and has held it in 7 quarters since.
  • 3,958 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

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