Turiya Advisors Asia’s Advanced Micro Devices AMD Stock Holding History

Turiya Advisors Asia’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
2024 Q2	–	Sell	-642,500	Closed	-$116M	–	5
2024 Q1	$116M	Sell	642,500 -170,000	-21%	-$29.7M	32.6%	1
2023 Q4	$120M	Buy	812,500 +279,500	+52%	+$32.9M	33.04%	1
2023 Q3	$54.8M	Buy	+533,000	New	+$57.9M	22.94%	2
2023 Q2	–	Sell	-1,434,744	Closed	-$141M	–	3
2023 Q1	$141M	Buy	1,434,744 +187,000	+15%	+$15.2M	35.12%	1
2022 Q4	$80.8M	Buy	1,247,744 +358,244	+40%	+$23.6M	22.5%	2
2022 Q3	$56.4M	Buy	+889,500	New	+$75.7M	40.13%	2
2021 Q3	–	Sell	-565,500	Closed	-$53.1M	–	5
2021 Q2	$53.1M	Buy	+565,500	New	+$45.7M	12.43%	5
2019 Q4	–	Sell	-1,380,000	Closed	-$40M	–	8
2019 Q3	$40M	Buy	+1,380,000	New	+$43.3M	36.25%	2
2019 Q1	–	Sell	-2,750,000	Closed	-$50.8M	–	5
2018 Q4	$50.8M	Buy	+2,750,000	New	+$59.5M	20.42%	4

Other funds holding AMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Turiya Advisors Asia's AMD Position: Q2 2024 in Review

Turiya Advisors Asia sold out of Advanced Micro Devices (AMD) in Q2 2024, closing a stake of 642,500 shares — an estimated $116M sold.

Turiya Advisors Asia first reported a position in AMD in Q4 2018 and held it in 9 quarters. The position peaked at $141M in Q1 2023. 2,476 funds tracked by Wall St. Rank hold AMD as of Q2 2024.

Turiya Advisors Asia reported no remaining Advanced Micro Devices position as of Q2 2024 after selling out during the quarter.
Turiya Advisors Asia sold 642,500 Advanced Micro Devices shares in Q2 2024, an estimated $116M.
Turiya Advisors Asia first reported a position in Advanced Micro Devices in Q4 2018 and held it in 9 quarters.
Turiya Advisors Asia's Advanced Micro Devices position peaked at $141M in Q1 2023.
2,476 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2024.

Based on Turiya Advisors Asia's 13F filing for Q2 2024, filed 12 Aug 2024.