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

Suvretta 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
2026
Q2 		$149M Hold
257,240
– – 2.73% 9
2026
Q1 		$52.3M Sell
257,240
-132,336
-34% -$28.3M 1.34% 30
2025
Q4 		$83.4M Sell
389,576
-9,223
-2% -$2.07M 1.71% 19
2025
Q3 		$64.5M Hold
398,799
– – 1.65% 20
2025
Q2 		$56.6M Sell
398,799
-5,209
-1% -$567K 1.71% 19
2025
Q1 		$41.5M Buy
404,008
+66,593
+20% +$7.4M 1.54% 19
2024
Q4 		$40.8M Sell
337,415
-9,160
-3% -$1.32M 1.39% 25
2024
Q3 		$56.9M Buy
346,575
+577
+0.2% +$87.7K 1.82% 17
2024
Q2 		$56.1M Buy
345,998
+4,299
+1% +$692K 2.06% 15
2024
Q1 		$61.7M Buy
341,699
+8,231
+2% +$1.44M 2.29% 14
2023
Q4 		$49.2M Sell
333,468
-363,042
-52% -$42.8M 2.22% 15
2023
Q3 		$71.6M Buy
696,510
+325,903
+88% +$35.4M 3.87% 8
2023
Q2 		$42.2M Sell
370,607
-252,309
-41% -$26.2M 2.26% 14
2023
Q1 		$61.1M Buy
622,916
+139,160
+29% +$11.3M 2.58% 12
2022
Q4 		$31.3M Buy
+483,756
New +$31.9M 1.32% 30

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

Suvretta Capital Management's AMD Position: Q2 2026 in Review

Suvretta Capital Management held its Advanced Micro Devices (AMD) position steady in Q2 2026 at 257,240 shares worth $149M. The position accounts for 2.73% of the portfolio, ranked #9.

Suvretta Capital Management first reported a position in AMD in Q4 2022 and has held it in 15 quarters since. 3,989 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Suvretta Capital Management held 257,240 shares of Advanced Micro Devices worth $149M as of Q2 2026.
  • Suvretta Capital Management left its Advanced Micro Devices share count unchanged in Q2 2026.
  • Advanced Micro Devices made up 2.73% of Suvretta Capital Management's portfolio in Q2 2026, its #9 holding.
  • Suvretta Capital Management first reported a position in Advanced Micro Devices in Q4 2022 and has held it in 15 quarters since.
  • 3,989 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

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