Advanced Micro Devices’ (AMD) Returns Validate the Investment Thesis
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here.
Advanced Micro Devices Inc (AMD)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 411,585 | $239,093,842 | -27% | 5.46% |
| 2. | Ardsley Partners Philip Hempleman | 93,000 | $54,024,630 | +1063% | 5.63% |
| 3. | RiverPark Advisors Mitch Rubin | 168 | $97,593 | -22% | 0.04% |
| 4. | Levin Easterly Partners John Murphy | 0 | $0 | 0% | |
| 5. | Eminence Capital Ricky Sandler | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $113.56 | 8,800 | $999,328.00 | 42,322 | 2025-05-20 | Filing | |
| $107.56 | 4,645 | $499,616.20 | 33,522 | 2025-02-07 | Filing | |
| $2.05 | 48,000 | $98,400.00 | 48,000 | 2012-11-07 | Filing | |
| $6.20 | 8,000 | $49,600.00 | 8,000 | 2012-05-17 | Filing | |
| $8.25 | 12,000 | $99,000.00 | 112,110 | 2011-02-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $556.43 | 6,000 | $3,338,580.00 | 1,233,687 | 2026-07-15 | Filing | |
| $536.33 | 6,000 | $3,217,980.00 | 1,233,687 | 2026-06-15 | Filing | |
| $476.43 | 500 | $238,215.00 | 2,896,899 | 2026-06-10 | Filing | |
| $475.48 | 1,300 | $618,124.00 | 2,897,399 | 2026-06-10 | Filing | |
| $474.53 | 3,855 | $1,829,313.15 | 2,898,699 | 2026-06-10 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,320,075 | $3,090,484,768 | 3.85% | |
| 2. | 4,243,802 | $2,465,267,021 | 2.13% | |
| 3. | 2,016,713 | $1,171,528,750 | 1.73% | |
| 4. | 1,093,161 | $635,028,159 | 0.78% | |
| 5. | 961,600 | $557,881,856 | 2.35% |
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