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

Thoma 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	$232K	Buy	+400	New	+$164K	0.12%	51

Other funds holding AMD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Thoma Capital Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 400 shares worth $232K. The stake represents 0.12% of the portfolio and ranks #51 among its holdings.

1,310 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Thoma Capital Management held 400 shares of Advanced Micro Devices worth $232K as of Q2 2026.
Advanced Micro Devices was a new Thoma Capital Management position in Q2 2026.
Advanced Micro Devices made up 0.12% of Thoma Capital Management's portfolio in Q2 2026, its #51 holding.
1,310 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

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