AMD β€” ADVANCED MICRO DEVICES INC

Ownership history in Jump Financial, LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Jump Financial, LLC 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
0.67% (2025 Q4)
πŸ“Š Avg. % of fund
0.2%
πŸ“… First filed
2021 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

Jump Financial, LLC Γ— AMD AI Analytics

πŸ“ˆ Jump Financial, LLC outperformed the S&P 500 by +25.9% annually on this AMD position. Timing score: 62% (10/16 decisions correct). Average cost basis: $128.54. Maximum drawdown during holding period: –56.0%.

πŸ“ˆ Position Alpha vs SPY
+25.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 25.9% per year on this position.
16 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
10 of 16 add/trim decisions correct

πŸ’° Entry Quality
$128.54
+66.6% vs current ($214.16)

Best entry: $63.36 (2022 Q3)  Β·  Worst: $180.49 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–56.0%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
59%
buy-side decisions

10 adds Β· 7 trims. Bought during 5 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“ˆ Jump Financial, LLC has been actively increasing its AMD allocation β€” a bullish signal from insiders.
Currently 0.67% 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 256,014 -16,957 -6.2% 0.67% $54.8M $214.16
2025 Q3 ADDED 272,971 +210,236 +335.1% 0.53% $44.2M $161.79
2025 Q2 REDUCED 62,735 -83,750 -57.2% 0.10% $8.9M $141.90
2025 Q1 ADDED 146,485 +138,898 +1830.7% 0.21% $15.0M $102.74
2024 Q4 REDUCED 7,587 -13,667 -64.3% 0.02% $916K $120.79
2024 Q3 REDUCED 21,254 -132,949 -86.2% 0.07% $3.5M $164.08
2024 Q2 ADDED 154,203 +100,695 +188.2% 0.50% $25.0M $162.21
2024 Q1 ADDED 53,508 +24,508 +84.5% 0.26% $9.7M $180.49
2023 Q4 REDUCED 29,000 -24,500 -45.8% 0.14% $4.3M $147.41
2023 Q3 ADDED 53,500 +50,333 +1589.3% 0.21% $5.5M $102.82
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to Jump Financial, LLC Holdings