L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 17 Jan 2024
Managers listing it
40
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 35 listed it in both
Shares listed
194,073,994
combined, among listed positions
Reported value
$28.6bn
combined, at the quarter end

Among the 93 comparable managers: 18 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing AMD in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

40 of 40 holders

ActionFiling
Fidelity (FMR LLC)40,339,216$5.9bn0.46%Trimmed-739,3945 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc27,675,684$4.1bn0.55%Added+2,553,39216 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP19,218,241$2.8bn0.53%Added+478,71812 Feb 2024 (the filing on sec.gov)
Invesco Ltd13,954,057$2.1bn0.49%Added+2,857,53013 Feb 2024 (the filing on sec.gov)
Coatue Management LLC12,485,898$1.8bn7.72%Added+23,38314 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co10,149,830$1.5bn1.19%Trimmed-122,76226 Jan 2024 (the filing on sec.gov)
D. E. Shaw & Co.9,278,806$1.4bn1.20%Added+6,372,01014 Feb 2024 (the filing on sec.gov)
Artisan Partners LP8,971,350$1.3bn2.04%Added+115,42012 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd8,065,396$1.2bn0.71%Trimmed-995,90714 Feb 2024 (the filing on sec.gov)
Jane Street Group LLC6,292,599$928m0.24%Added+3,363,73515 Feb 2024 (the filing on sec.gov)
Citadel Advisors LLC6,005,863$885m0.18%Added+3,506,88114 Feb 2024 (the filing on sec.gov)
Viking Global Investors LP4,737,399$698m2.56%Newnew14 Feb 2024 (the filing on sec.gov)
Capital World Investors4,668,542$688m0.12%Added+2,982,70413 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP3,370,552$497m0.19%Trimmed-437,11214 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP3,113,000$459m2.91%Added+2,313,00014 Feb 2024 (the filing on sec.gov)
Millennium Management LLC2,367,702$349m0.15%Trimmed-1,376,02214 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC2,204,867$325m0.28%Trimmed-2,106,05314 Nov 2024 (the filing on sec.gov)
Appaloosa LP2,010,000$296m5.12%Trimmed-265,00014 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP1,413,642$208m0.48%Trimmed-1,147,85314 Feb 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC1,398,413$206m3.68%Newnew14 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP1,367,897$202m0.34%Trimmed-3,725,83114 Feb 2024 (the filing on sec.gov)
Susquehanna International Group LLP1,251,042$184munder 0.1%Trimmed-638,65914 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC920,764$136m0.25%Trimmed-423,11714 Feb 2024 (the filing on sec.gov)
MFS Investment Management458,708$68munder 0.1%Trimmed-277,8408 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC366,966$54m0.10%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
38 in Q3 2024 to 57 in Q2 2026

Tracked managers listing it, at least.

0204060201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AMD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$56mn.a.n.a.
Q3 20133$36mn.a.n.a.
Q4 20132$7.0mn.a.n.a.
Q3 20143$71mn.a.n.a.
Q4 20142$56mn.a.n.a.
Q1 20152$57mn.a.n.a.
Q2 20151$56mn.a.n.a.
Q3 20151$40mn.a.n.a.
Q4 20153$109mn.a.n.a.
Q1 20162$76mn.a.n.a.
Q2 20169$245mn.a.n.a.
Q3 201612$338mn.a.n.a.
Q4 201610$852mn.a.n.a.
Q1 201713$891mn.a.n.a.
Q2 201712$1.5bnn.a.n.a.
Q3 20179$1.6bnn.a.n.a.
Q4 20179$896mn.a.n.a.
Q1 20189$599mn.a.n.a.
Q2 201815$1.8bnn.a.n.a.
Q3 201815$3.6bnn.a.n.a.
Q4 201816$2.5bnn.a.n.a.
Q1 201917$3.7bnn.a.n.a.
Q2 201918$5.2bnn.a.n.a.
Q3 201920$6.0bnn.a.n.a.
Q4 201926$10.7bnn.a.n.a.
Q1 202030$10.9bnn.a.n.a.
Q2 202030$12.0bnn.a.n.a.
Q3 202034$19.9bnn.a.n.a.
Q4 202034$23.7bnn.a.n.a.
Q1 202134$18.9bnn.a.n.a.
Q2 202133$20.5bnn.a.n.a.
Q3 202131$22.0bnn.a.n.a.
Q4 202137$29.0bnn.a.n.a.
Q1 202236$23.1bnn.a.n.a.
Q2 202234$15.9bnn.a.n.a.
Q3 202237$12.9bnn.a.n.a.
Q4 202238$13.6bnn.a.n.a.
Q1 202333$21.9bnn.a.n.a.
Q2 202342$24.3bnn.a.n.a.
Q3 202339$18.6bnn.a.n.a.
Q4 202340$28.6bn1824
Q1 202439$27.7bn1528
Q2 202442$22.4bn2420
Q3 202438$22.6bn1823
Q4 202437$11.7bn2116
Q1 202535$9.4bn2119
Q2 202536$14.4bn2315
Q3 202544$15.9bn2519
Q4 202547$32.5bn2426
Q1 202643$28.9bn2430
Q2 202657$98.0bn3721

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AMD and NVDA →AMD and AVGO →AMD and MU →Choose a stock to compare with AMD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AMD, latest filings →Back to the 13F Explorer →