Advanced Micro Devices, Inc.
CH ˙ SWX ˙ US0079031078
SecurityCH:AMD / Advanced Micro Devices, Inc.
InstitutionEminence Capital, Lp
Latest Disclosed Ownership1,176,963 shares
Latest Disclosed Value $ 239,429,583
Eminence Capital, Lp reports 21.53% increase in ownership of AMD / Advanced Micro Devices, Inc.

On May 15, 2026 - Eminence Capital, Lp filed a 13F-HR form disclosing ownership of 1,176,963 shares of Advanced Micro Devices, Inc. (CH:AMD) valued at $239,429,583 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 968,441 shares of Advanced Micro Devices, Inc.. This represents a change in shares of 21.53% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ADVANCED MICRO DEVICES COM 007903107 1,176,963 208,522 21.53 239,430 15.44 5.4898
2026-02-17 2025-12-31 13F ADVANCED MICRO DEVICES COM 007903107 968,441 -525,114 -35.16 207,401 -14.17 3.2796
2025-11-14 2025-09-30 13F ADVANCED MICRO DEVICES COM 007903107 1,493,555 77,443 5.47 241,642 20.25 2.9296
2025-08-14 2025-06-30 13F ADVANCED MICRO DEVICES COM 007903107 1,416,112 -150,705 -9.62 200,946 24.83 2.4187
2025-05-15 2025-03-31 13F ADVANCED MICRO DEVICES COM 007903107 1,566,817 539,075 52.45 160,975 29.67 2.6898
2025-02-14 2024-12-31 13F ADVANCED MICRO DEVICES COM 007903107 1,027,742 361,479 54.25 124,141 13.56 1.8990
2024-11-14 2024-09-30 13F ADVANCED MICRO DEVICES COM 007903107 666,263 4,839 0.73 109,320 1.89 1.5404
2024-08-14 2024-06-30 13F ADVANCED MICRO DEVICES COM 007903107 661,424 268,842 68.48 107,290 51.42 1.7304
2024-05-15 2024-03-31 13F ADVANCED MICRO DEVICES COM 007903107 392,582 -318,904 -44.82 70,857 -32.44 1.0042
2024-02-14 2023-12-31 13F ADVANCED MICRO DEVICES COM 007903107 711,486 711,486 104,880 1.5753
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.