Position
ITHAKA GROUP LLC in Advanced Micro Devices Inc
Back to the book · All holders of AMD
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$819.7K$214.16 → $203.43
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 76.4K | $16.4M | — | — | — | 2.9% |
| Q1 2026 | 78K | $15.9M | $203.43 | −$819.7K | $319K | 3.3% |