Question 1

Does Atreides Management own AMD stock?

Accepted Answer

No. Atreides Management exited its AMD (Advanced Micro Devices) position in Q4 2025. Its Q3 2025 13F listed 339,358 shares worth $54.9M.

Question 2

How many shares of AMD does Atreides Management own?

Accepted Answer

None since Q4 2025, when Atreides Management exited the position. Its Q3 2025 13F listed 339,358 shares worth $54.9M.

Question 3

What is Atreides Management's AMD position worth?

Accepted Answer

Atreides Management's AMD position was worth $54.9M in its Q3 2025 13F, before the exit in Q4 2025.

Question 4

Is Atreides Management buying or selling AMD?

Accepted Answer

In Q4 2025, Atreides Management exited its entire AMD position.

Question 5

When did Atreides Management first buy AMD?

Accepted Answer

Atreides Management already held AMD in its Q4 2019 13F, the earliest on record, and listed it in 16 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$214.16	0
2025-Q3	Decreased	339,358	-80.5%	$54.9M	1.1%	$161.79	0
2025-Q2	Decreased	1.7M	-17.4%	$246.4M	6.8%	$141.90	0
2025-Q1	Increased	2.1M	+9.4%	$216.1M	6.6%	$102.74	66
2024-Q4	Decreased	1.9M	-6.9%	$232.2M	5.1%	$120.79	0
2024-Q3	Increased	2.1M	+98.4%	$338.7M	8.6%	$164.08	98