Portfolio changes · featured 13Fs
Activity
Moves in AMD across featured managers — New / Exit / Add / Reduce.
AMD · new
9 shown9 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| AMD | New | Ben Hoskin - Value Aligned Research Advisors | +0.23 pp | opened 0.23% | Q1→Q2 |
| 14 Aug 6 | |||||
| AMD | New | Marc Stad - Dragoneer Investment Group | +19.35 pp | opened 19.4% | Q1→Q2 |
| AMD | New | Chase Coleman - Tiger Global Management | +1.63 pp | opened 1.6% | Q1→Q2 |
| AMD | New | Stanley Druckenmiller - Duquesne Family Office | +0.81 pp | opened 0.81% | Q1→Q2 |
| AMD | New | Philippe Laffont - Coatue Management | +0.11 pp | opened 0.11% | Q1→Q2 |
| AMD | New | Ron Baron - Bamco Inc. (Baron Capital) | +0.01 pp | opened 0.01% | Q1→Q2 |
| AMD | New | Bill Nygren / Oakmark - Harris Associates L P | 0.00 pp | opened <0.01% | Q1→Q2 |
| 13 Aug 1 | |||||
| AMD | New | Spencer Waxman - Shannon River Fund Management | +5.48 pp | opened 5.5% | Q1→Q2 |
| 4 Aug 1 | |||||
| AMD | New | Polen Capital Management | 0.00 pp | opened <0.01% | 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