Value Aligned Research Advisors’s Advanced Micro Devices AMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$90.4M Buy
+155,600
New +$63.8M 0.23% 60
2025
Q3
Sell
-623
Closed -$101K 82
2025
Q2
$88.4K Buy
+623
New +$67.8K ﹤0.01% 70
2024
Q4
Sell
-1,448
Closed -$264K 49
2024
Q3
$264K Buy
+1,448
New +$220K 0.07% 21
2024
Q2
Sell
-445,458
Closed -$80.4M 32
2024
Q1
$80.4M Buy
445,458
+83,895
+23% +$14.7M 15.86% 1
2023
Q4
$53.3M Buy
361,563
+98,845
+38% +$11.6M 13.47% 1
2023
Q3
$27M Buy
262,718
+22,984
+10% +$2.5M 8.51% 6
2023
Q2
$27.3M Buy
+239,734
New +$24.9M 8.54% 7

Other funds holding AMD

Value Aligned Research Advisors's AMD Position: Q2 2026 in Review

Value Aligned Research Advisors opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 155,600 shares worth $90.4M. The stake represents 0.23% of the portfolio and ranks #60 among its holdings. This is a return to the name: Value Aligned Research Advisors previously reported a position in AMD as recently as Q2 2025.

Value Aligned Research Advisors first reported a position in AMD in Q2 2023 and has held it in 7 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Value Aligned Research Advisors held 155,600 shares of Advanced Micro Devices worth $90.4M as of Q2 2026.
  • Advanced Micro Devices was a new Value Aligned Research Advisors position in Q2 2026.
  • Advanced Micro Devices made up 0.23% of Value Aligned Research Advisors's portfolio in Q2 2026, its #60 holding.
  • Value Aligned Research Advisors first reported a position in Advanced Micro Devices in Q2 2023 and has held it in 7 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.