Light Street Capital Management — AMD Trade History
Quarter-by-quarter changes in the ADVANCED MICRO DEVICES INC position · CUSIP 007903107
Currently held · 3.8 YearsFirst seen: 2022 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 109,500 | -109,751 | -50.1% | $63.6M | 7.05% |
| 2026 Q1 | 2026-05-15 | Reduce | 219,251 | -236 | -0.1% | $44.6M | 8.35% |
| 2025 Q4 | 2026-02-17 | Reduce | 219,487 | -31,626 | -12.6% | $47.0M | 7.23% |
| 2025 Q3 | 2025-11-14 | Reduce | 251,113 | -41,675 | -14.2% | $40.6M | 6.83% |
| 2025 Q2 | 2025-08-14 | Add | 292,788 | 37,118 | +14.5% | $41.5M | 8.49% |
| 2025 Q1 | 2025-05-15 | Add | 255,670 | 42,931 | +20.2% | $26.3M | 7.33% |
| 2024 Q4 | 2025-02-14 | Reduce | 212,739 | -19,719 | -8.5% | $25.7M | 4.72% |
| 2024 Q3 | 2024-11-14 | Add | 232,458 | 84,482 | +57.1% | $38.1M | 9.03% |
| 2024 Q2 | 2024-08-14 | Add | 147,976 | 9,476 | +6.8% | $24.0M | 5.51% |
| 2024 Q1 | 2024-05-15 | Reduce | 138,500 | -140,500 | -50.4% | $25.0M | 6.04% |
| 2023 Q4 | 2024-02-14 | Add | 279,000 | 53,900 | +23.9% | $41.1M | 12.32% |
| 2023 Q3 | 2023-11-14 | Add | 225,100 | 55,309 | +32.6% | $23.1M | 6.81% |
| 2023 Q2 | 2023-08-14 | Reduce | 169,791 | -180,193 | -51.5% | $19.3M | 5.13% |
| 2023 Q1 | 2023-05-15 | Add | 349,984 | 5,490 | +1.6% | $34.3M | 8.37% |
| 2022 Q4 | 2023-02-14 | New | 344,494 | 344,494 | — | $22.3M | 8.32% |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 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 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 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.