Palestra Capital Management LLC: ADVANCED MICRO DEVICES INC (AMD): Quarterly 13F Position History
As of Q2 2026, Palestra Capital Management LLC reported 237,958 shares of ADVANCED MICRO DEVICES INC (AMD), worth $138.2M and representing 4.7% of its 13F equity book. Quarter-over-quarter share count change: + 237,958 (re-initiated) . The position first appeared in Q4 2020 and has been disclosed across 23 13F-HR filings in Pactolio's tracked window.
- 237,958Shares Held (Latest Filing)
- $138.2MReported Market Value (Latest Filing)
- 4.7%Portfolio Weight (% of 13F Equity Book)
- +237,958Quarter-over-Quarter Share Change
- +$138.2MQuarter-over-Quarter Value Change
- 1,668,415Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 23 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 237,958 | +237,958 | – | $138.2M | 4.7% | $580.9 |
| Q1 2026 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 29,853 | -100.0% | $0 | 0.0% | – |
| Q1 2024 | 29,853 | +29,853 | – | $5.4M | 0.2% | $180.5 |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| 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 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2021 | 0 | 1,668,415 | -100.0% | $0 | 0.0% | – |
| Q4 2020 | 1,668,415 | – | – | $153.0M | 3.0% | $91.7 |
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 Palestra Capital Management LLC first disclose a AMD position in 13F-HR filings?
Palestra Capital Management LLC first reported ADVANCED MICRO DEVICES INC (AMD) on its 13F-HR filing for the period ending 2020-12-31 (Q4 2020). The position has appeared on 23 reported quarters within Pactolio's tracked window.
What was Palestra Capital Management LLC's most recent quarter-over-quarter share-count change in AMD?
Between Q1 2026 and Q2 2026, Palestra Capital Management LLC added 237,958 shares of AMD (re-initiated), bringing the total reported position to 237,958 shares at a market value of $138.2M.
Does the implied price-per-share represent Palestra Capital Management LLC'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.