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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Tairen Capital's AMD Position: Q1 2026 in Review

Tairen Capital opened a new position in Advanced Micro Devices (AMD) in Q1 2026: 160,400 shares worth $32.6M. The stake represents 3.53% of the portfolio and ranks #11 among its holdings. This is a return to the name: Tairen Capital previously reported a position in AMD as recently as Q3 2025.

Tairen Capital first reported a position in AMD in Q1 2019 and has held it in 17 quarters since. The position peaked at $121M in Q2 2023. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Tairen Capital held 160,400 shares of Advanced Micro Devices worth $32.6M as of Q1 2026.
  • Advanced Micro Devices was a new Tairen Capital position in Q1 2026.
  • Advanced Micro Devices made up 3.53% of Tairen Capital's portfolio in Q1 2026, its #11 holding.
  • Tairen Capital first reported a position in Advanced Micro Devices in Q1 2019 and has held it in 17 quarters since.
  • Tairen Capital's Advanced Micro Devices position peaked at $121M in Q2 2023.
  • 3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Tairen Capital's 13F filing for Q1 2026, filed 15 May 2026.