Position
ValueAct 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 $26.1M$203.43 → $580.91
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q1 2026 | 69.2K | $14.1M | — | — | — | 0.2% |
| Q2 2026 | 1.51M | $877M | $580.91 | $26.1M | $836.8M | 7.0% |