AMD β€” ADVANCED MICRO DEVICES INC

Ownership history in Bridgewater Associates, LP  Β·  26 quarters on record

This page tracks every 13F SEC filing in which Bridgewater Associates, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.36% (2024 Q3)
πŸ“Š Avg. % of fund
0.47%
πŸ“… First filed
2005 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
26

Position Intelligence

Bridgewater Associates, LP Γ— AMD AI Analytics

πŸ“ˆ Bridgewater Associates, LP outperformed the S&P 500 by +115.1% annually on this AMD position. Timing score: 52% (12/23 decisions correct). Average cost basis: $55.56. Maximum drawdown during holding period: –90.8%.

πŸ“ˆ Position Alpha vs SPY
+115.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 115.1% per year on this position.
24 quarters analyzed

⏱️ Timing Score
52%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
12 of 23 add/trim decisions correct

πŸ’° Entry Quality
$55.56
+285.5% vs current ($214.16)

Best entry: $5.08 (2011 Q3)  Β·  Worst: $164.08 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–90.8%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
64%
buy-side decisions

16 adds Β· 9 trims. Bought during 9 of 12 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Bridgewater Associates, LP has been actively increasing its AMD allocation β€” a bullish signal from insiders.
Currently 1.29% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,656,527 -138,274 -7.7% 1.29% $354.8M $214.16
2025 Q3 ADDED 1,794,801 +39,572 +2.3% 1.14% $290.4M $161.79
2025 Q2 REDUCED 1,755,229 -408,859 -18.9% 1.00% $249.1M $141.90
2025 Q1 ADDED 2,164,088 +366,433 +20.4% 1.03% $222.3M $102.74
2024 Q4 ADDED 1,797,655 +333,578 +22.8% 1.00% $217.1M $120.79
2024 Q3 ADDED 1,464,077 +364,292 +33.1% 1.36% $240.2M $164.08
2024 Q2 ADDED 1,099,785 +420,331 +61.9% 0.93% $178.4M $162.21
2024 Q1 REDUCED 679,454 -43,256 -6.0% 0.62% $122.6M $180.49
2022 Q3 ADDED 722,710 +132,394 +22.4% 0.23% $45.8M $63.36
2022 Q2 ADDED 590,316 +443,214 +301.3% 0.19% $45.1M $76.47
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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