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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$135M	1.61%	24
2023 Q4	$177M	Buy	1,200,000 +600,000	+100%	+$88.4M	3.8%	13
2023 Q3	$61.7M	Buy	+600,000	New	+$61.7M	1.38%	24