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

Thames 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	$38.9M	Buy	+66,972	New	+$27.5M	3.2%	7
2023 Q3	–	Sell	-11,700	Closed	-$1.33M	–	26
2023 Q2	$1.33M	Buy	+11,700	New	+$1.22M	0.71%	24
2022 Q3	–	Sell	-88,659	Closed	-$6.78M	–	28
2022 Q2	$6.78M	Sell	88,659 -67,263	-43%	-$6.3M	2.72%	17
2022 Q1	$17M	Buy	155,922 +43,858	+39%	+$5.24M	3.6%	6
2021 Q4	$16.1M	Sell	112,064 -452	-0.4%	-$60.8K	3.09%	11
2021 Q3	$11.6M	Sell	112,516 -12,113	-10%	-$1.24M	2.53%	15
2021 Q2	$11.7M	Buy	+124,629	New	+$10.1M	2.75%	10

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

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

Thames Capital Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 66,972 shares worth $38.9M. The stake represents 3.2% of the portfolio and ranks #7 among its holdings. This is a return to the name: Thames Capital Management previously reported a position in AMD as recently as Q2 2023.

Thames Capital Management first reported a position in AMD in Q2 2021 and has held it in 7 quarters since. 3,999 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Thames Capital Management held 66,972 shares of Advanced Micro Devices worth $38.9M as of Q2 2026.
Advanced Micro Devices was a new Thames Capital Management position in Q2 2026.
Advanced Micro Devices made up 3.2% of Thames Capital Management's portfolio in Q2 2026, its #7 holding.
Thames Capital Management first reported a position in Advanced Micro Devices in Q2 2021 and has held it in 7 quarters since.
3,999 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.