Turiya Advisors Asia’s Advanced Micro Devices AMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-642,500
| Closed | -$116M | – | 5 |
|
|
2024
Q1 | $116M | Sell |
642,500
-170,000
| -21% | -$30.7M | 32.6% | 1 |
|
|
2023
Q4 | $120M | Buy |
812,500
+279,500
| +52% | +$41.2M | 33.04% | 1 |
|
|
2023
Q3 | $54.8M | Buy |
+533,000
| New | +$54.8M | 22.94% | 2 |
|
|
2023
Q2 | – | Sell |
-1,434,744
| Closed | -$141M | – | 3 |
|
|
2023
Q1 | $141M | Buy |
1,434,744
+187,000
| +15% | +$18.3M | 35.12% | 1 |
|
|
2022
Q4 | $80.8M | Buy |
1,247,744
+358,244
| +40% | +$23.2M | 22.5% | 2 |
|
|
2022
Q3 | $56.4M | Buy |
+889,500
| New | +$56.4M | 40.13% | 2 |
|
|
2021
Q3 | – | Sell |
-565,500
| Closed | -$53.1M | – | 5 |
|
|
2021
Q2 | $53.1M | Buy |
+565,500
| New | +$53.1M | 12.43% | 5 |
|
|
2019
Q4 | – | Sell |
-1,380,000
| Closed | -$40M | – | 8 |
|
|
2019
Q3 | $40M | Buy |
+1,380,000
| New | +$40M | 36.25% | 2 |
|
|
2019
Q1 | – | Sell |
-2,750,000
| Closed | -$50.8M | – | 5 |
|
|
2018
Q4 | $50.8M | Buy |
+2,750,000
| New | +$50.8M | 20.42% | 4 |
|