Position
Marex Group plc 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 −$1.13M$214.16 → $203.43
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2022 | 223.4K | $14.5M | — | — | — | 2.1% |
| Q1 2023 | 73.9K | $7.24M | $98.01 | $2.46M | −$9.68M | 1.0% |
| Q2 2023 | 80.3K | $9.15M | $113.91 | $1.18M | $729.9K | 1.7% |
| Q3 2023 | 736.6K | $75.7M | $102.82 | −$890.8K | $67.5M | 10.7% |
| Q4 2023 | 1.24M | $183.5M | $147.41 | $32.8M | $74.9M | 7.2% |
| Q2 2024 | 14.5K | $2.35M | $162.21 | $214K | −$181.3M | 0.1% |
| Q3 2024 | 12.9K | $2.12M | $164.08 | $24.2K | −$249.3K | 0.0% |
| Q4 2024 | 777.7K | $93.9M | $120.79 | −$559.4K | $92.4M | 1.6% |
| Q1 2025 | 212.2K | $21.8M | $102.74 | −$3.83M | −$68.3M | 0.4% |
| Q4 2025 | 183K | $39.2M | $214.16 | $20.4M | −$3M | 0.2% |
| Q1 2026 | 105.4K | $21.4M | $203.43 | −$1.13M | −$16.6M | 0.1% |