17 hedge funds and family offices disclose a AMD position in their latest SEC 13F filing — combined $3.21B in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Leopold Aschenbrenner | Situational Awareness LP | 4,764,100 | $969.2M | 7.09% | 2026-03-31 |
| 2 | Viking Global | Viking Global Investors LP | 3,742,191 | $801.4M | 2.13% | 2025-12-31 |
| 3 | Cathie Wood | ARK Investment Management LLC | 2,712,854 | $551.9M | 4.29% | 2026-03-31 |
| 4 | Stephen Mandel | Lone Pine Capital LLC | 2,833,633 | $277.7M | 2.57% | 2023-03-31 |
| 5 | Ray Dalio | Bridgewater Associates LP | 1,292,767 | $263.0M | 1.17% | 2026-03-31 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 933,011 | $151.0M | 2.02% | 2025-09-30 |
| 7 | Daniel Loeb | Third Point LLC | 1,200,000 | $136.7M | 2.00% | 2023-06-30 |
| 8 | Stanley Druckenmiller | Duquesne Family Office LLC | 329,677 | $32.3M | 1.40% | 2023-03-31 |
| 9 | Leopold Aschenbrenner | Situational Awareness LP | 99,138 | $20.2M | 0.15% | 2026-03-31 |
| 10 | George Soros | Soros Fund Management LLC | 34,645 | $7.0M | 0.10% | 2026-03-31 |
| 11 | Mark Hillman | Hillman Capital Management Inc | 24,163 | $3.4M | 1.87% | 2025-06-30 |
| 12 | Mairs & Power | Mairs & Power Inc | 2,013 | $431K | 0.00% | 2025-12-31 |
| 13 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 646 | $138K | 0.02% | 2025-12-31 |
| 14 | Olstein Capital Management | Olstein Capital Management LP | 675,000 | $10K | 0.64% | 2003-12-31 |
| 15 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 994,890 | $6K | 1.25% | 2003-03-31 |
| 16 | Third Avenue Management | Third Avenue Management LLC | 250,000 | $430 | 0.01% | 2015-09-30 |
| 17 | Steven Romick | First Pacific Advisors LP | 2,350 | $149 | 0.00% | 2022-09-30 |
As of the latest 13F window, 17 tracked superinvestors hold AMD. The largest disclosed position is Leopold Aschenbrenner at $969.2M (7.1% 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
17 hedge funds and family offices disclose a AMD position in their latest SEC 13F filing — combined $3.21B in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Leopold Aschenbrenner | Situational Awareness LP | 4,764,100 | $969.2M | 7.09% | 2026-03-31 |
| 2 | Viking Global | Viking Global Investors LP | 3,742,191 | $801.4M | 2.13% | 2025-12-31 |
| 3 | Cathie Wood | ARK Investment Management LLC | 2,712,854 | $551.9M | 4.29% | 2026-03-31 |
| 4 | Stephen Mandel | Lone Pine Capital LLC | 2,833,633 | $277.7M | 2.57% | 2023-03-31 |
| 5 | Ray Dalio | Bridgewater Associates LP | 1,292,767 | $263.0M | 1.17% | 2026-03-31 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 933,011 | $151.0M | 2.02% | 2025-09-30 |
| 7 | Daniel Loeb | Third Point LLC | 1,200,000 | $136.7M | 2.00% | 2023-06-30 |
| 8 | Stanley Druckenmiller | Duquesne Family Office LLC | 329,677 | $32.3M | 1.40% | 2023-03-31 |
| 9 | Leopold Aschenbrenner | Situational Awareness LP | 99,138 | $20.2M | 0.15% | 2026-03-31 |
| 10 | George Soros | Soros Fund Management LLC | 34,645 | $7.0M | 0.10% | 2026-03-31 |
| 11 | Mark Hillman | Hillman Capital Management Inc | 24,163 | $3.4M | 1.87% | 2025-06-30 |
| 12 | Mairs & Power | Mairs & Power Inc | 2,013 | $431K | 0.00% | 2025-12-31 |
| 13 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 646 | $138K | 0.02% | 2025-12-31 |
| 14 | Olstein Capital Management | Olstein Capital Management LP | 675,000 | $10K | 0.64% | 2003-12-31 |
| 15 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 994,890 | $6K | 1.25% | 2003-03-31 |
| 16 | Third Avenue Management | Third Avenue Management LLC | 250,000 | $430 | 0.01% | 2015-09-30 |
| 17 | Steven Romick | First Pacific Advisors LP | 2,350 | $149 | 0.00% | 2022-09-30 |
As of the latest 13F window, 17 tracked superinvestors hold AMD. The largest disclosed position is Leopold Aschenbrenner at $969.2M (7.1% 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
