Whale Rock Capital Management LLC: ADVANCED MICRO DEVICES INC (AMD): Quarterly 13F Position History
As of Q2 2026, Whale Rock Capital Management LLC reported 1,509,650 shares of ADVANCED MICRO DEVICES INC (AMD), worth $877.0M and representing 7.0% of its 13F equity book. Quarter-over-quarter share count change: + 1,440,439 (+2081.2%) . The position first appeared in Q3 2020 and has been disclosed across 24 13F-HR filings in Pactolio's tracked window.
- 1,509,650Shares Held (Latest Filing)
- $877.0MReported Market Value (Latest Filing)
- 7.0%Portfolio Weight (% of 13F Equity Book)
- +1,440,439Quarter-over-Quarter Share Change
- +$862.9MQuarter-over-Quarter Value Change
- 2,457,233Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 24 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,509,650 | +1,440,439 | +2081.2% | $877.0M | 7.0% | $580.9 |
| Q1 2026 | 69,211 | +69,211 | – | $14.1M | 0.2% | $203.4 |
| 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 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 1,398,413 | -100.0% | $0 | 0.0% | – |
| Q4 2023 | 1,398,413 | +1,398,413 | – | $206.1M | 3.7% | $147.4 |
| Q3 2023 | 0 | 1,173,592 | -100.0% | $0 | 0.0% | – |
| Q2 2023 | 1,173,592 | +1,173,592 | – | $133.7M | 2.3% | $113.9 |
| Q1 2023 | 0 | 493,193 | -100.0% | $0 | 0.0% | – |
| Q4 2022 | 493,193 | +493,193 | – | $31.9M | 1.1% | $64.8 |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 747,716 | -100.0% | $0 | 0.0% | – |
| Q1 2022 | 747,716 | 1,349,888 | -64.4% | $81.8M | 1.0% | $109.3 |
| Q4 2021 | 2,097,604 | +2,097,604 | – | $301.8M | 2.6% | $143.9 |
| Q3 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2020 | 0 | 2,457,233 | -100.0% | $0 | 0.0% | – |
| Q3 2020 | 2,457,233 | – | – | $201.5M | 1.4% | $82.0 |
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 Whale Rock Capital Management LLC first disclose a AMD position in 13F-HR filings?
Whale Rock Capital Management LLC first reported ADVANCED MICRO DEVICES INC (AMD) on its 13F-HR filing for the period ending 2020-09-30 (Q3 2020). The position has appeared on 24 reported quarters within Pactolio's tracked window.
What was Whale Rock Capital Management LLC's most recent quarter-over-quarter share-count change in AMD?
Between Q1 2026 and Q2 2026, Whale Rock Capital Management LLC added 1,440,439 shares of AMD (+2081.2%), bringing the total reported position to 1,509,650 shares at a market value of $877.0M.
Does the implied price-per-share represent Whale Rock 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.