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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-606,288
Closed -$27.8M 26
2019
Q4
$27.8M Buy
606,288
+138,085
+29% +$6.33M 3.57% 18
2019
Q3
$13.6M Buy
468,203
+79,120
+20% +$2.29M 3.6% 15
2019
Q2
$11.8M Buy
389,083
+71,237
+22% +$2.16M 3.73% 16
2019
Q1
$8.11M Buy
317,846
+150,265
+90% +$3.83M 3.14% 21
2018
Q4
$3.09M Buy
+167,581
New +$3.09M 2.32% 23