Portfolio changes · featured 13Fs

Activity

Moves in AMD across featured managers — New / Exit / Add / Reduce.

20 managers with a move of 137 featured filed through 14 Aug 3 shown managers newest 13Fs

AMD · add · all sizes

3 shown

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 3
AMD	Add	Alex Sacerdote - Whale Rock Capital Management	+6.86 pp	+2081.2% sh	Q1→Q2
AMD	Add	Lee Ainslie - Maverick Capital	+3.42 pp	+44.3% sh	Q1→Q2
AMD	Add	George Soros - Soros Fund Management	+0.28 pp	+46.5% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home