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Alkeon Capital Management position in AMD
ADVANCED MICRO DEVICES INC · Technology
Latest position (Q2 2026)2.00M sh
Reported value held$1.16B
Portfolio Weight1.57%
First reportedQ3 2021
Last changeHold
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 1.54M | $158.47M | New |
| Q1 2022 | 1.50M | $164.01M | New |
| Q2 2022 | 2.00M | $152.94M | Add |
| Q3 2022 | 2.00M | $126.72M | Hold |
| Q4 2022 | 2.00M | $129.35M | Hold |
| Q1 2023 | 2.00M | $196.02M | Hold |
| Q4 2025 | 3.75M | $803.10M | New |
| Q1 2026 | 2.00M | $406.86M | Reduce |
| Q2 2026 | 2.00M | $1.16B | Hold |
Dots on the line are colored by change type; missing quarters mean no position was reported.
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- Fidelity Management & Research (FMR) 25.56M sh · $14.85B · Q2 2026
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- Goldman Sachs Group 19.55M sh · $11.35B · Q2 2026
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- UBS Group AG 13.78M sh · $8.00B · Q2 2026
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