15 hedge funds and family offices disclose a AMD position in their latest SEC 13F filing — combined $2.31B in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 3,742,191 | $801.4M | 2.13% | 2025-12-31 |
| 2 | Cathie Wood | ARK Investment Management LLC | 2,574,779 | $551.4M | 3.66% | 2025-12-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 1,656,527 | $354.8M | 1.29% | 2025-12-31 |
| 4 | Stephen Mandel | Lone Pine Capital LLC | 2,833,633 | $277.7M | 2.57% | 2023-03-31 |
| 5 | Lee Ainslie | Maverick Capital Ltd | 933,011 | $151.0M | 2.02% | 2025-09-30 |
| 6 | Daniel Loeb | Third Point LLC | 1,200,000 | $136.7M | 2.00% | 2023-06-30 |
| 7 | Stanley Druckenmiller | Duquesne Family Office LLC | 329,677 | $32.3M | 1.40% | 2023-03-31 |
| 8 | George Soros | Soros Fund Management LLC | 17,201 | $3.7M | 0.05% | 2025-12-31 |
| 9 | Mark Hillman | Hillman Capital Management Inc | 24,163 | $3.4M | 1.87% | 2025-06-30 |
| 10 | Mairs & Power | Mairs & Power Inc | 2,013 | $431K | 0.00% | 2025-12-31 |
| 11 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 646 | $138K | 0.02% | 2025-12-31 |
| 12 | Olstein Capital Management | Olstein Capital Management LP | 675,000 | $10K | 0.64% | 2003-12-31 |
| 13 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 994,890 | $6K | 1.25% | 2003-03-31 |
| 14 | Third Avenue Management | Third Avenue Management LLC | 250,000 | $430 | 0.01% | 2015-09-30 |
| 15 | Steven Romick | First Pacific Advisors LP | 2,350 | $149 | 0.00% | 2022-09-30 |
As of the latest 13F window, 15 tracked superinvestors hold AMD. The largest disclosed position is Viking Global at $801.4M (2.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying AMD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
