ADVANCED MICRO DEVICES INC

$AMD
Smart money positioned

70 of the Top-200 alpha managers hold $AMD as of the latest 13F snapshot.

13F holders
3,090
Insider buys · 90d
0
Congress · 90d
11trades

Smart Money · top-200 alpha cohort

70 holders · Q1 2026
46 Top-Alpha Funds Initiate $AMD in Q1 2026

70 of the Top-200 alpha managers hold $AMD as of Q1 2026 — 28 new, 2 added, 3 trimmed, 37 held flat.

28 initiations · 2 adds · 3 trims · 37 held flat  ·  Q1 2026

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 3,090 · Source: 13F-HR
01
Brightline Capital Management, LLC
1.10% of portfolio
138,191,900 sh
02
Solus Alternative Asset Management LP
0.90% of portfolio
76,093,800 sh
03
State Street
0.54% of portfolio
74,919,276 sh
04
Axa S.a.
0.53% of portfolio
74,771,220 sh
05
Augustine Asset Management Inc.
0.81% of portfolio
48,503,028 sh
06
Deutsche Bank AG
0.64% of portfolio
37,119,704 sh
07
Renaissancere Holdings Ltd.
0.56% of portfolio
25,339,644 sh
08
ProShare Advisors LLC
0.53% of portfolio
23,016,960 sh
09
L. Roy Papp & Associates, LLP
0.63% of portfolio
21,010,000 sh
10
Nbc Securities, Inc.
1.84% of portfolio
20,697,974 sh
See all 3,090 13F holders · Pro →

Insider activity · last 90 days

28 transactions · 4 filers
11 Feb 2026
Norrod Forrest Eugene
▼ SOLD
100
$217.72
S
11 Feb 2026
Norrod Forrest Eugene
▼ SOLD
11,602
$217.59
S
11 Feb 2026
Norrod Forrest Eugene
▼ SOLD
3,607
$216.22
S
11 Feb 2026
Norrod Forrest Eugene
▼ SOLD
4,141
$215.12
S
11 Feb 2026
Su Lisa T
▼ SOLD
1,505
$219.18
S
11 Feb 2026
Su Lisa T
▼ SOLD
20,988
$217.75
S
11 Feb 2026
Su Lisa T
▼ SOLD
14,005
$216.89
S
11 Feb 2026
Su Lisa T
▼ SOLD
14,565
$216.17
S
11 Feb 2026
Su Lisa T
▼ SOLD
6,856
$215.03
S
11 Feb 2026
Su Lisa T
▼ SOLD
12,033
$213.86
S
11 Feb 2026
Su Lisa T
▼ SOLD
19,103
$213.08
S
11 Feb 2026
Su Lisa T
▼ SOLD
11,630
$212.02
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

22 disclosures · STOCK Act
House · Michigan · Traded May 15
SOLD
$1K–$15K
Jun 5STOCK
House · Michigan · Traded May 14
SOLD
$1K–$15K
Jun 5STOCK
House · New Jersey · Traded May 5
BOUGHT
$1K–$15K
Jun 4STOCK
House · Tennessee · Traded May 5
SOLD
$1K–$15K
Jun 2STOCK
House · New Jersey · Traded Apr 23
BOUGHT
$1K–$15K
May 20STOCK
House · New Jersey · Traded Apr 27
BOUGHT
$1K–$15K
May 20STOCK
House · Michigan · Traded Apr 14
SOLD
May 7STOCK
House · Tennessee · Traded Apr 23
SOLD
$1K–$15K
May 5STOCK
House · Tennessee · Traded Apr 27
SOLD
$1K–$15K
May 5STOCK
House · Michigan · Traded Mar 13
SOLD
$1K–$15K
Apr 6STOCK
See full $AMD Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:23 UTC.