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AMDAMD
10 quarters

Position history for VAValue Aligned Research Advisors, LLC's holdings in ADVANCED MICRO DEVICES INC

Value Aligned Research Advisors, LLC holds 155,600 shares of AMD (ADVANCED MICRO DEVICES INC), worth $90.4M as of 2026-Q2. This is a new position. AMD represents 0.2% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$90.4M

Current Shares

155,600

Total Value Change

+$63.1M

Total Shares Change

-84,134

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
155,600
-
$90.4M0.2%$580.91
49
2025-Q3
Exited
0
-100.0%
$00.0%$161.79
0
2025-Q2
New
623
-
$88,4040.0%$141.90
31
2024-Q4
Exited
0
-100.0%
$00.0%$120.79
0
2024-Q3
New
1,448
-
$264,3750.1%$164.08
33
2024-Q2
Exited
0
-100.0%
$00.0%$162.21
0
2024-Q1
Increased
445,458
+23.2%
$80.4M15.9%$180.49
73
2023-Q4
Increased
361,563
+37.6%
$53.3M13.5%$147.41
78
2023-Q3
Increased
262,718
+9.6%
$27M8.5%$102.82
64
2023-Q2
New
239,734
-
$27.3M8.5%$113.91
92

Other major holders of AMD: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP, VANGUARD GROUP INC

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