Coatue Management — AMD Trade History
Quarter-by-quarter changes in the ADVANCED MICRO DEVICES INC position · CUSIP 007903107
Currently held · 2 QFirst seen: 2019 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 95,987 | -1,143,056 | -92.3% | $55.8M | 0.12% |
| 2025 Q4 | 2026-05-15 | New | 1,239,043 | 1,239,043 | — | $265.4M | 0.66% |
| 2026 Q1 | 2026-05-15 | Sold out | — | -1,239,043 | -100.0% | — | — |
| 2025 Q3 | 2025-11-14 | Reduce | 1,239,043 | -291,198 | -19.0% | $200.5M | 0.49% |
| 2025 Q2 | 2025-08-14 | Reduce | 1,530,241 | -1,709,930 | -52.8% | $217.1M | 0.60% |
| 2025 Q1 | 2025-05-15 | Reduce | 3,240,171 | -1,009,019 | -23.7% | $332.9M | 1.47% |
| 2024 Q4 | 2025-02-14 | Hold | 4,249,190 | — | 0.0% | $513.3M | 1.73% |
| 2024 Q3 | 2024-11-14 | Reduce | 4,249,190 | -2,029,968 | -32.3% | $697.2M | 2.59% |
| 2024 Q2 | 2024-08-14 | Reduce | 6,279,158 | -502,688 | -7.4% | $1.02B | 3.96% |
| 2024 Q1 | 2024-05-15 | Reduce | 6,781,846 | -5,704,052 | -45.7% | $1.22B | 4.80% |
| 2023 Q4 | 2024-02-14 | Add | 12,485,898 | 23,383 | +0.2% | $1.84B | 7.72% |
| 2023 Q3 | 2023-11-14 | Reduce | 12,462,515 | -1,512,109 | -10.8% | $1.28B | 6.50% |
| 2023 Q2 | 2023-08-14 | Add | 13,974,624 | 5,467,454 | +64.3% | $1.59B | 7.80% |
| 2023 Q1 | 2023-05-15 | Add | 8,507,170 | 2,868,691 | +50.9% | $833.8M | 5.54% |
| 2022 Q4 | 2023-02-14 | Add | 5,638,479 | 4,845,580 | +611.1% | $365.2M | 4.10% |
| 2022 Q3 | 2022-11-14 | New | 792,899 | 792,899 | — | $50.2M | 0.58% |
| 2022 Q2 | 2022-08-15 | Sold out | — | -268,599 | -100.0% | — | — |
| 2022 Q1 | 2022-05-16 | New | 268,599 | 268,599 | — | $29.4M | 0.21% |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q2 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | Sold out | — | -5,714 | -100.0% | — | — |
| 2019 Q4 | 2020-02-14 | New | 5,714 | 5,714 | — | $262.0K | 0.00% |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-14 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-11 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.