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 18 Aug 20 shown managers newest 13Fs

AMD · all sizes

20 shown

20 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
17 Aug 1
AMD	New	Ben Hoskin - Value Aligned Research Advisors	+0.23 pp	opened 0.23%	Q1→Q2
14 Aug 16
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
AMD	Exit	Estuary Capital Management	−5.77 pp	was 5.8%	Q1→Q2
AMD	Exit	Situational Awareness	−0.15 pp	was 0.15%	Q1→Q2
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
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
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