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Sylebra Capital (HK)’s Advanced Micro Devices AMD Stock Holding History

Sylebra Capital (HK)’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
2023
Q3 		$228M Sell
2,213,249
-317,392
-13% -$34.5M 12.09% 3
2023
Q2 		$288M Sell
2,530,641
-539,481
-18% -$56.1M 11.83% 3
2023
Q1 		$301M Sell
3,070,122
-75,406
-2% -$6.14M 13.39% 2
2022
Q4 		$204M Buy
3,145,528
+773,185
+33% +$51M 11.49% 3
2022
Q3 		$150M Buy
2,372,343
+116,449
+5% +$9.92M 7.44% 5
2022
Q2 		$173M Buy
2,255,894
+52,064
+2% +$4.87M 9.69% 4
2022
Q1 		$241M Sell
2,203,830
-653,472
-23% -$78M 10.38% 2
2021
Q4 		$411M Sell
2,857,302
-2,034,771
-42% -$274M 13.26% 2
2021
Q3 		$503M Buy
4,892,073
+421,704
+9% +$43.1M 11.33% 2
2021
Q2 		$420M Buy
4,470,369
+212,159
+5% +$17.1M 10.42% 3
2021
Q1 		$334M Buy
4,258,210
+345,908
+9% +$29.8M 8.64% 5
2020
Q4 		$359M Buy
3,912,302
+2,517,962
+181% +$217M 9.11% 4
2020
Q3 		$114M Buy
+1,394,340
New +$104M 3.51% 10

Other funds holding AMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sylebra Capital (HK)'s AMD Position: Q3 2023 in Review

Sylebra Capital (HK) reduced its Advanced Micro Devices (AMD) stake by 13% in Q3 2023, selling an estimated $34.5M and leaving 2,213,249 shares worth $228M. The position accounts for 12.09% of the portfolio, ranked #3.

Sylebra Capital (HK) first reported a position in AMD in Q3 2020 and has held it in 13 quarters since. The position peaked at $503M in Q3 2021. 1,984 funds tracked by Wall St. Rank hold AMD as of Q3 2023.

  • Sylebra Capital (HK) held 2,213,249 shares of Advanced Micro Devices worth $228M as of Q3 2023.
  • Sylebra Capital (HK) sold 317,392 Advanced Micro Devices shares in Q3 2023, an estimated $34.5M.
  • Advanced Micro Devices made up 12.09% of Sylebra Capital (HK)'s portfolio in Q3 2023, its #3 holding.
  • Sylebra Capital (HK) first reported a position in Advanced Micro Devices in Q3 2020 and has held it in 13 quarters since.
  • Sylebra Capital (HK)'s Advanced Micro Devices position peaked at $503M in Q3 2021.
  • 1,984 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2023.

Based on Sylebra Capital (HK)'s 13F filing for Q3 2023, filed 15 Nov 2023.