Portfolio changes · featured 13Fs
Activity
Moves in AMD across featured managers — New / Exit / Add / Reduce.
AMD · reduce · all sizes
6 shown6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| AMD | Reduce | Nehal Chopra - Ratan Capital Management | +2.41 pp | −11.6% sh | Q1→Q2 |
| 14 Aug 5 | |||||
| AMD | Reduce | Glen Kacher - Light Street Capital Management | −1.30 pp | −50.1% sh | Q1→Q2 |
| AMD | Reduce | Cathie Wood - Ark Investment Management | +1.05 pp | −47.8% sh | Q1→Q2 |
| AMD | Reduce | David Tepper - Appaloosa | +0.73 pp | −10.8% sh | Q1→Q2 |
| AMD | Reduce | Glenview Capital Management | −0.17 pp | −54.1% sh | Q1→Q2 |
| AMD | Reduce | Mairs & Power | 0.00 pp | −14.6% 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