AMD β€” ADVANCED MICRO DEVICES INC COM

Ownership history in Lumbard & Kellner, LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Lumbard & Kellner, LLC reported a position in ADVANCED MICRO DEVICES INC COM (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
2.0% (2025 Q2)
πŸ“Š Avg. % of fund
1.83%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

Lumbard & Kellner, LLC Γ— AMD AI Analytics

πŸ“ˆ Lumbard & Kellner, LLC outperformed the S&P 500 by +83.9% annually on this AMD position. Average cost basis: $102.74. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+83.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 83.9% per year on this position.
3 quarters analyzed

πŸ’° Entry Quality
$102.74
+108.4% vs current ($214.16)

Best entry: $102.74 (2025 Q1)  Β·  Worst: $102.74 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

1 add Β· 2 trims. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.69% 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 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,578 -9,728 -30.1% 1.69% $4.8M $214.16
2025 Q3 UNCHANGED 32,306 β€” 0% 1.92% $5.2M $161.79
2025 Q2 REDUCED 32,306 -5,787 -15.2% 2.00% $4.6M $141.90
2025 Q1 INITIATED 38,093 β€” β€” 1.73% $3.9M $102.74

🏒 Other funds also holding AMD

As of 2025 Q4 β€” sorted by position size

OSSIAM 3Y 7Y 12.17% Andar Capital Management HK Ltd 3Y 11.46% Summa Corp. 11.18% Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 10.95% QVR LLC 3Y 10.1% AI-Squared Management Ltd 9.25% Watchtower Advisors, LP 3Y 7.76% LIGHT STREET CAPITAL MANAGEMENT, LLC 3Y 7Y 7.23% KELLY LAWRENCE W & ASSOCIATES INC/CA 3Y 7Y 7.2% DUTCH ASSET Corp 7.17%
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