Question 1

Does Light Street Capital Management own AMD stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Light Street Capital Management holds 109,500 shares of AMD (Advanced Micro Devices), worth $63.6M.

Question 2

How many shares of AMD does Light Street Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management holds 109,500 shares of AMD (Advanced Micro Devices).

Question 3

What is Light Street Capital Management's AMD position worth?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management's AMD position is worth $63.6M.

Question 4

Is Light Street Capital Management buying or selling AMD?

Accepted Answer

In Q2 2026, Light Street Capital Management reduced its AMD position by 109,751 shares (-50.1%).

Question 5

When did Light Street Capital Management first buy AMD?

Accepted Answer

Light Street Capital Management first reported AMD in its Q4 2022 13F and has listed it in 15 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	109,500	-50.1%	$63.6M	7.0%	$580.91	0
2026-Q1	Decreased	219,251	-0.1%	$44.6M	8.3%	$203.43	0
2025-Q4	Decreased	219,487	-12.6%	$47M	7.2%	$214.16	0
2025-Q3	Decreased	251,113	-14.2%	$40.6M	6.8%	$161.79	0
2025-Q2	Increased	292,788	+14.5%	$41.5M	8.5%	$141.90	66
2025-Q1	Increased	255,670	+20.2%	$26.3M	7.3%	$102.74	69
2024-Q4	Decreased	212,739	-8.5%	$25.7M	4.7%	$120.79	0
2024-Q3	Increased	232,458	+57.1%	$38.1M	9.0%	$164.08	81