Sycomore Asset Management’s Advanced Micro Devices AMD Stock Holding History

Sycomore Asset 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	$34.2M	Hold	67,942	–	–	3.67%	5
2026 Q1	$11.4M	Hold	67,942	–	–	1.59%	22
2025 Q4	$11.4M	Hold	67,942	–	–	1.88%	19
2025 Q3	$11.4M	Buy	+67,942	New	+$11M	1.89%	18
2025 Q2	–	Sell	-67,942	Closed	-$11.4M	–	68
2025 Q1	$11.4M	Hold	67,942	–	–	1.62%	22
2024 Q4	$11.4M	Buy	67,942 +26,020	+62%	+$3.74M	1.62%	21
2024 Q3	$7.02M	Sell	41,922 -95,961	-70%	-$14.6M	1.17%	31
2024 Q2	$21.7M	Buy	137,883 +30,677	+29%	+$4.94M	3.82%	5
2024 Q1	$22.2M	Sell	107,206 -134,200	-56%	-$23.5M	4.86%	4
2023 Q4	$35.3M	Buy	241,406 +173,088	+253%	+$20.4M	7.56%	2
2023 Q3	$6.57M	Sell	68,318 -2,803	-4%	-$304K	1.68%	22
2023 Q2	$7.83M	Buy	+71,121	New	+$7.4M	1.83%	19
2022 Q3	–	Sell	-512	Closed	-$41K	–	114
2022 Q2	$41K	Buy	512 +252	+97%	+$23.6K	0.01%	110
2022 Q1	$32K	Buy	+260	New	+$31K	0.01%	118

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 $3.37T AUM 44.26% 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

Sycomore Asset Management's AMD Position: Q2 2026 in Review

Sycomore Asset Management held its Advanced Micro Devices (AMD) position steady in Q2 2026 at 67,942 shares worth $34.2M. The position accounts for 3.67% of the portfolio, ranked #5.

Sycomore Asset Management first reported a position in AMD in Q1 2022 and has held it in 14 quarters since. The position peaked at $35.3M in Q4 2023. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Sycomore Asset Management held 67,942 shares of Advanced Micro Devices worth $34.2M as of Q2 2026.
Sycomore Asset Management left its Advanced Micro Devices share count unchanged in Q2 2026.
Advanced Micro Devices made up 3.67% of Sycomore Asset Management's portfolio in Q2 2026, its #5 holding.
Sycomore Asset Management first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 14 quarters since.
Sycomore Asset Management's Advanced Micro Devices position peaked at $35.3M in Q4 2023.
3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.