EMINENCE CAPITAL, LP — ADVANCED MICRO DEVICES INC AMD: Quarterly 13F Position History
EMINENCE CAPITAL, LP has reported ADVANCED MICRO DEVICES INC (AMD) on 10 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2023. As of Q1 2026, the position is sized at 1,176,963 shares ($239.4M market value, 5.49% of the equity book). Quarter-over-quarter share count change: + 208,522 (+21.5%) .
- 1,176,963Shares Held (Latest Filing)
- $239.4MReported Market Value (Latest Filing)
- 5.49%Portfolio Weight (% of 13F Equity Book)
- +208,522Quarter-over-Quarter Share Change
- +$32.0MQuarter-over-Quarter Value Change
- 1,566,817Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,176,963 | +208,522 | +21.5% | $239.4M | 5.49% | $203.43 |
| Q4 2025 | 968,441 | 525,114 | -35.2% | $207.4M | 3.28% | $214.16 |
| Q3 2025 | 1,493,555 | +77,443 | +5.5% | $241.6M | 3.55% | $161.79 |
| Q2 2025 | 1,416,112 | 150,705 | -9.6% | $200.9M | 2.96% | $141.90 |
| Q1 2025 | 1,566,817 | +539,075 | +52.5% | $161.0M | 2.69% | $102.74 |
| Q4 2024 | 1,027,742 | +361,479 | +54.3% | $124.1M | 1.90% | $120.79 |
| Q3 2024 | 666,263 | +4,839 | +0.7% | $109.3M | 1.66% | $164.08 |
| Q2 2024 | 661,424 | +268,842 | +68.5% | $107.3M | 1.73% | $162.21 |
| Q1 2024 | 392,582 | 318,904 | -44.8% | $70.9M | 1.30% | $180.49 |
| Q4 2023 | 711,486 | — | — | $104.9M | 2.05% | $147.41 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did EMINENCE CAPITAL, LP first disclose a AMD position in 13F-HR filings?
EMINENCE CAPITAL, LP first reported ADVANCED MICRO DEVICES INC (AMD) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was EMINENCE CAPITAL, LP's most recent quarter-over-quarter share-count change in AMD?
Between Q4 2025 and Q1 2026, EMINENCE CAPITAL, LP added 208,522 shares of AMD (+21.5%), bringing the total reported position to 1,176,963 shares at a market value of $239.4M.
Does the implied price-per-share represent EMINENCE CAPITAL, LP's cost basis in AMD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.