Follow-The-Filings

Security · featured owners

AMD Advanced Micro Devices Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 19 Owners
  • #24
  • Max 19.4%
  • Master 0.23%
  • $3.9B
  • 9 new 3 add 6 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 19.4% (Marc Stad - Dragoneer Investment Group) · not free-float ownership

  1. Marc Stad new 19.4%
  2. Glen Kacher reduce 7.1%
  3. Alex Sacerdote add 7.0%
  4. Spencer Waxman new 5.5%
  5. Cathie Wood reduce 5.3%
  6. Lee Ainslie add 5.0%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 7.0% Add +2081.2% 1,509,650 $877M history
Cathie Wood - Ark Investment Management 2026 Q2 5.3% Reduce −47.8% 1,416,443 $823M history
Lee Ainslie - Maverick Capital 2026 Q2 5.0% Add +44.3% 976,326 $567M history
Marc Stad - Dragoneer Investment Group 2026 Q2 19.4% New 19.4% 943,987 $548M history
Chase Coleman - Tiger Global Management 2026 Q2 1.6% New 1.6% 674,727 $392M history
Glenview Capital Management 2026 Q2 3.2% Reduce −54.1% 298,410 $173M history
David Tepper - Appaloosa 2026 Q2 1.5% Reduce −10.8% 197,500 $115M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.23% New 0.23% 155,600 $90M history
Glen Kacher - Light Street Capital Management 2026 Q2 7.1% Reduce −50.1% 109,500 $64M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 5.5% New 5.5% 105,751 $61M history
Philippe Laffont - Coatue Management 2026 Q2 0.11% New 0.11% 95,987 $56M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.81% New 0.81% 72,900 $42M history
George Soros - Soros Fund Management 2026 Q2 0.36% Add +46.5% 50,757 $29M history
Nehal Chopra - Ratan Capital Management 2026 Q2 4.4% Reduce −11.6% 23,604 $14M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.01% New 0.01% 12,293 $7M history
Mairs & Power 2026 Q2 0.01% Reduce −14.6% 1,648 $957K history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% New <0.01% 875 $508K history
Polen Capital Management 2026 Q2 <0.01% New <0.01% 417 $242K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.03% Hold 100 $58K history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 5.8% Exit −5.77 pp 169,650 $35M history
Situational Awareness exited 2026 Q2 last 2026 Q1 0.15% Exit −0.15 pp 99,138 $20M history

19 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.02 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Aug 25, 2026 Filing Doc
4 Period Aug 24, 2026 Filing Doc
4 Period Aug 19, 2026 Filing Doc
4 Period Aug 18, 2026 · 2 forms Filing Doc
4 Period Aug 19, 2026 Filing Doc
4 Period Aug 15, 2026 · 5 forms Filing Doc
4 Period Aug 14, 2026 Filing Doc
4 Period Aug 15, 2026 · 3 forms Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 11, 2026 Filing Doc
4 Period Aug 9, 2026 · 8 forms Filing Doc

Updated 11 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $22.68B $25.78B $34.64B
Gross profit $10.46B $12.72B $17.15B
Gross margin * 46.1% 49.4% 49.5%
Net income $0.854B $1.64B $4.34B
Net margin * 3.8% 6.4% 12.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $16.77B $19.05B $26.95B
Total non-current assets * $51.12B $50.18B $49.98B
Total assets $67.88B $69.23B $76.93B
Total current liabilities $6.69B $7.28B $9.46B
Total equity $55.89B $57.57B $63B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.67B $3.04B $7.71B
Cash from investing -$1.42B -$1.1B -$5.53B
Cash from financing -$1.15B -$2.06B -$0.431B
Net change in cash -$0.902B -$0.122B $1.74B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders