Security

AMD

Advanced Micro Devices Inc. · COM

CUSIP 007903107 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity → earnings →
owners 22
rank #62
master % 0.09%
max % 8.4%
tracked value $37.1B
qoq N 3 A 8 R 8

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Glen Kacher - Light Street Capital Management, LLC 2026 Q1 8.4% Reduce +1.12 pp 219,251 $45M hist
Estuary Capital Management LP 2026 Q1 5.8% Add -0.68 pp 169,650 $35M hist
Eminence Capital, LP 2026 Q1 5.5% Exit -5.49 pp 1,176,963 $239M hist
Glenview Capital Management, LLC 2026 Q1 3.3% Add +1.61 pp 650,792 $132M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 1.6% New 1.6% 676,572 $138M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 1.2% Reduce -0.12 pp 1,292,767 $263M hist
David Tepper - Appaloosa LP 2026 Q1 0.8% Reduce -0.25 pp 221,400 $45M hist
Vanguard Group Inc. 2025 Q4 0.5% Add +0.11 pp 158,522,860 $33.9B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.5% Reduce -0.37 pp 3,853,311 $784M hist
Two Sigma Investments, LP 2025 Q4 0.4% Exit -0.41 pp 1,342,291 $287M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.4% Add +0.24 pp 1,414,656 $288M hist
Natixis Advisors, LLC 2026 Q1 0.4% Reduce -0.05 pp 1,288,724 $262M hist
Alex Sacerdote - Whale Rock Capital Management LLC 2026 Q1 0.2% New 0.2% 69,211 $14M hist
Situational Awareness LP 2026 Q1 0.2% New 0.2% 99,138 $20M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.04 pp 1,443,561 $294M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 144,845 $29M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.1% Add +0.03 pp 34,645 $7M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.35 pp 216,944 $43M hist
Kentucky Trust Co. 2026 Q2 0.0% — 100 $58M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 7,471 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 627,465 $128M hist
Mairs & Power Inc. 2026 Q1 0.0% Reduce 0.00 pp 1,930 $393 hist

22 tracked managers · options excluded

financials

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

Income statement

line 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 $854M $1.64B $4.34B
Net margin * 3.8% 6.4% 12.5%

Balance sheet

line 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 non-current liabilities — — —
Total equity $55.89B $57.57B $63B

Cash flow

line 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 -$431M
Net change in cash -$902M -$122M $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 · CIK 0000002488

ownership over time

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