AMD
Advanced Micro Devices, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares -8.7% ·
flujo de acciones -8.5% ·
nuevas posiciones netas -9.5%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 191 | +5 | 969.85M | $559.16B | +11 | −5 |
| Q1 2026 | 188 | -6 | 892.60M | $181.36B | +2 | −9 |
| Q4 2025 | 193 | +3 | 975.50M | $208.89B | +4 | — |
| Q3 2025 | 30 | +1 | 530.87M | $85.86B | +2 | −2 |
| Q2 2025 | 27 | +2 | 487.53M | $69.16B | +3 | −1 |
| Q1 2025 | 22 | +1 | 174.52M | $17.92B | +3 | −2 |
| Q4 2024 | 21 | -2 | 198.11M | $23.92B | — | −2 |
| Q3 2024 | 22 | 0 | 145.19M | $23.80B | +1 | −1 |
| Q2 2024 | 22 | — | 141.20M | $22.89B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 71.32M | — | $8.62B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 35.08M | +2.4% | $4.22B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 35.08M | +2.4% | $4.22B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 24.09M | +1.2% | $2.91B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 23.74M | +8.0% | $2.87B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 17.89M | -49.3% | $2.16B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 17.89M | -49.3% | $2.16B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 6.35M | -9.3% | $767.08M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 6.35M | -9.3% | $767.08M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 6.35M | -9.3% | $767.08M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 6.35M | -9.3% | $767.08M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 12 | Coatue Management ✦ | 4.25M | 0.0% | $513.26M | 1.7% | Held | 3 | SEC ↗ |
| 13 | Coatue Management ✦ | 4.25M | 0.0% | $513.26M | 1.7% | Held | 3 | SEC ↗ |
| 14 | Coatue Management ✦ | 4.25M | 0.0% | $513.26M | 1.7% | Held | 3 | SEC ↗ |
| 15 | Coatue Management ✦ | 4.25M | 0.0% | $513.26M | 1.7% | Held | 3 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 3.30M | +28.8% | $398.50M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 3.30M | +28.8% | $398.50M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 3.30M | +28.8% | $398.50M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 2.12M | +21.3% | $256.45M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 2.12M | +21.3% | $256.45M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 21 | Marshall Wace ✦ | 2.12M | +21.3% | $256.45M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 22 | Marshall Wace ✦ | 2.12M | +21.3% | $256.45M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 1.80M | +22.8% | $217.14M | 1.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Millennium Management ✦ | 1.55M | +3.9% | $187.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 25 | Adage Capital Partners ✦ | 1.41M | -3.0% | $170.35M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 26 | ARK Investment Management ✦ | 1.21M | +53.6% | $145.74M | 1.2% | ▲ Add | 3 | SEC ↗ |
| 27 | Appaloosa ✦ | 1.20M | +5.7% | $144.95M | 2.2% | ▲ Add | 3 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 1.18M | +142.7% | $142.11M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 892.20K | -26.9% | $107.77M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 892.20K | -26.9% | $107.77M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wellington Management ✦ | 303.38K | -93.8% | $36.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wellington Management ✦ | 303.38K | -93.8% | $36.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wellington Management ✦ | 303.38K | -93.8% | $36.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wellington Management ✦ | 303.38K | -93.8% | $36.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Wellington Management ✦ | 303.38K | -93.8% | $36.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 276.83K | +56.0% | $33.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 276.83K | +56.0% | $33.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 276.83K | +56.0% | $33.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 276.83K | +56.0% | $33.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 276.83K | +56.0% | $33.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 276.83K | +56.0% | $33.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Capital World Investors ✦ | 106.65K | 0.0% | $12.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 48.36K | -39.7% | $5.84M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | GAMCO Investors ✦ | 1.90K | -32.2% | $229,380 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Point72 Asset Management | $143.03M | era 0.5% |
| Two Sigma Investments | $21.40M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2 tenedores, 1.59M acciones, $75.62M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 2.33K acc. · $1.10M
Officer · 6.67K acc. · $3.16M
Officer · 9.52K acc. · $4.52M
Officer · 450 acc. · $213,836
Officer · 6.18K acc. · $2.88M
Officer · 664 acc. · $310,672
Officer · 400 acc. · $187,940
Officer · 2.60K acc. · $1.23M
Officer, Director · 499 acc. · $241,870
Officer, Director · 700 acc. · $340,158
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU…
BarronsStock futures were rising early Tuesday as the tech sector, and chip stocks in particular, looked set to rebound.
Barrons