MAVERICK CAPITAL LTD: ADVANCED MICRO DEVICES INC (AMD): Quarterly 13F Position History
As of Q2 2026, MAVERICK CAPITAL LTD reported 976,326 shares of ADVANCED MICRO DEVICES INC (AMD), worth $567.2M and representing 5.1% of its 13F equity book. Quarter-over-quarter share count change: + 299,754 (+44.3%) . The position first appeared in Q3 2019 and has been disclosed across 28 13F-HR filings in Pactolio's tracked window.
- 976,326Shares Held (Latest Filing)
- $567.2MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- +299,754Quarter-over-Quarter Share Change
- +$429.5MQuarter-over-Quarter Value Change
- 1,172,044Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 28 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 976,326 | +299,754 | +44.3% | $567.2M | 5.1% | $580.9 |
| Q1 2026 | 676,572 | +676,572 | – | $137.6M | 1.6% | $203.4 |
| Q4 2025 | 0 | 933,011 | -100.0% | $0 | 0.0% | – |
| Q3 2025 | 933,011 | 239,033 | -20.4% | $151.0M | 2.0% | $161.8 |
| Q2 2025 | 1,172,044 | +1,152,393 | +5864.3% | $166.3M | 2.6% | $141.9 |
| Q1 2025 | 19,651 | 842 | -4.1% | $2.0M | 0.0% | $102.7 |
| Q4 2024 | 20,493 | 929,292 | -97.8% | $2.5M | 0.0% | $120.8 |
| Q3 2024 | 949,785 | +493,763 | +108.3% | $155.8M | 3.0% | $164.1 |
| Q2 2024 | 456,022 | +165,753 | +57.1% | $74.0M | 1.4% | $162.2 |
| Q1 2024 | 290,269 | +284,610 | +5029.3% | $52.4M | 1.0% | $180.5 |
| Q4 2023 | 5,659 | 12,159 | -68.2% | $834.2K | 0.0% | $147.4 |
| Q3 2023 | 17,818 | 9,647 | -35.1% | $1.8M | 0.0% | $102.8 |
| Q2 2023 | 27,465 | +27,465 | – | $3.1M | 0.1% | $113.9 |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 24,696 | -100.0% | $0 | 0.0% | – |
| Q2 2021 | 24,696 | +13,656 | +123.7% | $2.3M | 0.0% | $93.9 |
| Q1 2021 | 11,040 | +11,040 | – | $867.0K | 0.0% | $78.5 |
| Q4 2020 | 0 | 23,114 | -100.0% | $0 | 0.0% | – |
| Q3 2020 | 23,114 | 32,424 | -58.4% | $1.9M | 0.0% | $82.0 |
| Q2 2020 | 55,538 | 173,226 | -75.7% | $2.9M | 0.1% | $52.6 |
| Q1 2020 | 228,764 | +61,245 | +36.6% | $10.4M | 0.2% | $45.5 |
| Q4 2019 | 167,519 | 107,059 | -39.0% | $7.7M | 0.1% | $45.9 |
| Q3 2019 | 274,578 | – | – | $8.0M | 0.1% | $29.0 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did MAVERICK CAPITAL LTD first disclose a AMD position in 13F-HR filings?
MAVERICK CAPITAL LTD first reported ADVANCED MICRO DEVICES INC (AMD) on its 13F-HR filing for the period ending 2019-09-30 (Q3 2019). The position has appeared on 28 reported quarters within Pactolio's tracked window.
What was MAVERICK CAPITAL LTD's most recent quarter-over-quarter share-count change in AMD?
Between Q1 2026 and Q2 2026, MAVERICK CAPITAL LTD added 299,754 shares of AMD (+44.3%), bringing the total reported position to 976,326 shares at a market value of $567.2M.
Does the implied price-per-share represent MAVERICK CAPITAL LTD'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.