Tairen Capital’s Advanced Micro Devices AMD Stock Holding History

Tairen Capital’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	$99.4M	Buy	171,100 +10,700	+7%	+$4.39M	8.78%	2
2026 Q1	$32.6M	Buy	+160,400	New	+$34.2M	3.53%	11
2025 Q4	–	Sell	-61,900	Closed	-$10M	–	61
2025 Q3	$10M	Buy	+61,900	New	+$9.99M	1.08%	35
2025 Q2	–	Sell	-8,600	Closed	-$884K	–	73
2025 Q1	$884K	Buy	+8,600	New	+$956K	0.06%	81
2023 Q3	–	Sell	-1,060,411	Closed	-$121M	–	24
2023 Q2	$121M	Buy	1,060,411 +823,848	+348%	+$85.7M	3.8%	14
2023 Q1	$23.2M	Buy	236,563 +110,370	+87%	+$8.98M	3.51%	11
2022 Q4	$8.17M	Buy	+126,193	New	+$8.33M	0.95%	20
2022 Q3	–	Sell	-22,505	Closed	-$1.72M	–	31
2022 Q2	$1.72M	Sell	22,505 -258,675	-92%	-$24.2M	0.39%	20
2022 Q1	$30.7M	Buy	281,180 +264,573	+1,593%	+$31.6M	3.9%	7
2021 Q4	$2.39M	Buy	+16,607	New	+$2.23M	0.37%	39
2021 Q3	–	Sell	-1,092,700	Closed	-$103M	–	42
2021 Q2	$103M	Buy	+1,092,700	New	+$88.3M	17.96%	2
2021 Q1	–	Sell	-199,306	Closed	-$18.3M	–	33
2020 Q4	$18.3M	Sell	199,306 -235,890	-54%	-$20.4M	3.02%	6
2020 Q3	$35.7M	Buy	+435,196	New	+$32.3M	3.86%	10
2020 Q2	–	Sell	-1,115,106	Closed	-$50.7M	–	26
2020 Q1	$50.7M	Buy	1,115,106 +1,032,815	+1,255%	+$49.8M	5.5%	10
2019 Q4	$3.77M	Sell	82,291 -898,657	-92%	-$33.1M	0.58%	21
2019 Q3	$28.4M	Buy	980,948 +820,593	+512%	+$25.7M	4.18%	7
2019 Q2	$4.87M	Sell	160,355 -3,851,019	-96%	-$110M	0.94%	19
2019 Q1	$102M	Buy	+4,011,374	New	+$91.1M	11.45%	1

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

Tairen Capital's AMD Position: Q2 2026 in Review

Tairen Capital increased its Advanced Micro Devices (AMD) stake by 6.7% in Q2 2026, buying an estimated $4.39M and bringing the position to 171,100 shares worth $99.4M. The position accounts for 8.78% of the portfolio, ranked #2.

Tairen Capital first reported a position in AMD in Q1 2019 and has held it in 18 quarters since. The position peaked at $121M in Q2 2023. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Tairen Capital held 171,100 shares of Advanced Micro Devices worth $99.4M as of Q2 2026.
Tairen Capital bought 10,700 Advanced Micro Devices shares in Q2 2026, an estimated $4.39M.
Advanced Micro Devices made up 8.78% of Tairen Capital's portfolio in Q2 2026, its #2 holding.
Tairen Capital first reported a position in Advanced Micro Devices in Q1 2019 and has held it in 18 quarters since.
Tairen Capital's Advanced Micro Devices position peaked at $121M in Q2 2023.
3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.