Portfolio changes · featured 13Fs
Activity
Moves in AMD across featured managers — New / Exit / Add / Reduce.
AMD · reduce
3 shown3 shown · signal ≥1 pp on Add/Reduce · 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 2 | |||||
| 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 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home