Ownership history in Atreides Management, LP · 23 quarters on record
This page tracks every 13F SEC filing in which Atreides Management, LP reported a position in ADVANCED MICRO DEVICES INC (AMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 339,358 | -1,397,006 | -80.5% | 1.07% | $54.9M | $161.79 |
| 2025 Q2 | ADDED | 1,736,364 | +936,364 | +117.0% | 6.84% | $246.4M | $141.90 |
| 2025 Q1 | REDUCED | 800,000 | -1,302,963 | -62.0% | 2.50% | $82.2M | $102.74 |
| 2025 Q1 | ADDED | 2,102,963 | +180,873 | +9.4% | 6.56% | $216.1M | $102.74 |
| 2024 Q4 | ADDED | 1,922,090 | +1,422,090 | +284.4% | 5.08% | $232.2M | $120.79 |
| 2024 Q3 | REDUCED | 500,000 | -1,564,000 | -75.8% | 2.09% | $82.0M | $164.08 |
| 2024 Q3 | ADDED | 2,064,000 | +1,023,767 | +98.4% | 8.62% | $338.7M | $164.08 |
| 2024 Q2 | ADDED | 1,040,233 | +23,109 | +2.3% | 5.51% | $168.7M | $162.21 |
| 2024 Q1 | ADDED | 1,017,124 | +517,124 | +103.4% | 4.17% | $183.6M | $180.49 |
| 2023 Q4 | REDUCED | 500,000 | -913,592 | -64.6% | 2.42% | $73.7M | $147.41 |
As of 2025 Q4 — sorted by position size