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Which hedge funds own AMD? ADVANCED MICRO DEVICES INC, Q2 2026 13F holders

TechnologySemiconductors

198 tracked hedge funds disclosed a position in AMD (ADVANCED MICRO DEVICES INC) in their Q2 2026 13F filings, worth $24.2bn in total. The largest holder by portfolio weight is Dragoneer Investment Group, LLC at 19.3% of its book. 74 opened a new position this quarter: Dragoneer Investment Group, LLC, CloudAlpha Capital Management Limited/Hong Kong, Q Fund Management (Hong Kong) Ltd, Ariose Capital Management Ltd. 40 exited: ADAPT Investment Managers SA, Soma Equity Partners LP, Estuary Capital Management LP.

198
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
74
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
40
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$3.7bn
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$642m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$24.2bn
Combined value
Sum of the holders' reported positions in the security.
16.0%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

198 rows
Dragoneer Investment Group, LLC Hedge fund19.3%$548m943,987–new
Once Capital Management, LLC Hedge fund14.3%$72.8m125,3000.0%held
Hidden Lake Asset Management LP Hedge fund13.3%$19.5m33,594−41%reduced
Dream Peak Capital Ltd Hedge fund13.2%$133m229,692−49%reduced
CloudAlpha Capital Management Limited/Hong Kong Hedge fund12.9%$131m225,653–new
Southpoint Capital Advisors LP Hedge fund11.2%$494m850,000−5.6%reduced
Columbus Hill Capital Management, L.P. Hedge fund10.7%$95.7m164,810−8.2%reduced
Nishkama Capital, LLC Hedge fund10.5%$92.9m159,888+71%added
Q Fund Management (Hong Kong) Ltd Hedge fund10.1%$11.1m19,100–new
Ariose Capital Management Ltd Hedge fund9.9%$23.2m40,007–new
Fremen Capital Management LP Hedge fund9.9%$11.3m19,393–new
Tairen Capital Ltd Hedge fund8.8%$99.4m171,100+6.7%added
Totem Point Management, LLC Hedge fund7.8%$12.7m21,892−48%reduced
Light Street Capital Management, LLC Hedge fund7.5%$63.6m109,500−50%reduced
Whale Rock Capital Management LLC Hedge fund7.0%$877m1.51m+2081%added
Wilmar Advisors LLC Hedge fund6.7%$9.3m16,000−27%reduced
Cunning Capital Partners, LP Hedge fund6.5%$16.1m27,7500.0%held
Talos Eurisko Asset Management LP Hedge fund5.9%$40.2m69,200–new
Ardsley Advisory Partners LP Hedge fund5.9%$54.0m93,000+1063%added
Atika Capital Management LLC Hedge fund5.5%$55.5m95,500–new
Shannon River Fund Management LLC Hedge fund5.5%$61.4m105,751–new
X-Square Capital, LLC Hedge fund5.4%$21.4m36,872−19%reduced
Proem Advisors LLC Hedge fund5.4%$26.3m45,226+188%added
Alta Park Capital, LP Hedge fund5.3%$57.5m99,017–new
Maverick Capital Ltd Hedge fund5.1%$567m976,326+44%added
Caxton Associates LLP Hedge fund5.0%$267m458,936−63%reduced
Connective Capital Management, LLC Hedge fund5.0%$7.1m12,189+907%added
HMI Capital Management, L.P. Hedge fund5.0%$34.2m58,800–new
SRS Investment Management, LLC Hedge fund4.7%$504m867,370−40%reduced
Palestra Capital Management LLC Hedge fund4.7%$138m237,958–new
Polar Capital Holdings Plc Hedge fund4.7%$1.7bn2.84m−17%reduced
Ratan Capital Management LP Hedge fund4.4%$13.7m23,604−12%reduced
Axiom Investors LLC Hedge fund4.4%$511m879,325–new
Maytree Asset Management Ltd Hedge fund4.3%$6.7m11,527–new
Telligent Fund, LP Hedge fund4.3%$5.8m10,000+25%added
Ardmore Road Asset Management LP Hedge fund4.3%$72.6m125,000+14%added
Verde Servicos Internacionais S.A. Hedge fund4.1%$11.2m19,310–new
Game Creek Capital, LP Hedge fund4.1%$9.5m16,315−29%reduced
Glynn Capital Management LLC Hedge fund4.0%$14.4m24,860+45100%added
Clearline Capital LP Hedge fund3.7%$58.1m99,931−34%reduced
Glenview Capital Management, LLC Hedge fund3.5%$173m298,410−54%reduced
Encore Global Management, LP Hedge fund3.4%$3.5m6,000−43%reduced
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund3.4%$21.0m36,231–new
Zweig-DiMenna Associates LLC Hedge fund3.3%$36.7m63,226+82%added
Thames Capital Management LLC Hedge fund3.2%$38.9m66,972–new
Sirios Capital Management L P Hedge fund3.2%$26.1m44,860−46%reduced
Audent Global Asset Management, LLC Hedge fund3.2%$2.8m4,861−3.8%reduced
Montanova Capital, LLC Hedge fund3.1%$149m257,2400.0%held
Avanda Investment Management Pte. Ltd. Hedge fund2.8%$2.1m3,600−53%reduced
Mozayyx Management LLC Hedge fund2.7%$2.8m4,775–new