TwinBeech Capital’s Advanced Micro Devices AMD Stock Holding History

TwinBeech 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
2025 Q4	–	Sell	-2,149	Closed	-$348K	–	579
2025 Q3	$348K	Buy	+2,149	New	+$347K	0.01%	444
2023 Q1	–	Sell	-3,817	Closed	-$247K	–	590
2022 Q4	$247K	Buy	+3,817	New	+$252K	﹤0.01%	644
2022 Q2	–	Sell	-251,520	Closed	-$27.5M	–	491
2022 Q1	$27.5M	Buy	+251,520	New	+$30M	1.21%	6
2020 Q2	–	Sell	-7,371	Closed	-$335K	–	348
2020 Q1	$335K	Buy	+7,371	New	+$355K	0.13%	210

Other funds holding AMD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TwinBeech Capital's AMD Position: Q4 2025 in Review

TwinBeech Capital sold out of Advanced Micro Devices (AMD) in Q4 2025, closing a stake of 2,149 shares — an estimated $348K sold.

TwinBeech Capital first reported a position in AMD in Q1 2020 and held it in 4 quarters. The position peaked at $27.5M in Q1 2022. 3,135 funds tracked by Wall St. Rank hold AMD as of Q4 2025.

TwinBeech Capital reported no remaining Advanced Micro Devices position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 2,149 Advanced Micro Devices shares in Q4 2025, an estimated $348K.
TwinBeech Capital first reported a position in Advanced Micro Devices in Q1 2020 and held it in 4 quarters.
TwinBeech Capital's Advanced Micro Devices position peaked at $27.5M in Q1 2022.
3,135 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.