← Top Holdings

AMDADVANCED MICRO DEVICES INC

CUSIP: 007903107

7

Guru Owners

$1.46B

Total Value Held

7.2M

Total Shares

$969.2M
7.09%
$263.0M
1.17%
$137.6M
1.59%
$45.0M
0.76%
$20.2M
0.15%
$20.0M
0.63%
$393K
0.00%

📊 Fundamentals

Market Cap$841.6B
P/E Ratio172.6x
Above market avg
Forward P/E39.1x
P/FCF117.3x
EPS (TTM)$2.99
Revenue (TTM)$37.5B
Profit Margin13.37%
Beta2.47

52-Week Range

$135.91
$584.73

Current: $516.11

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 172.6x trailing earnings → 39.1x forward · 13.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$601.6M$1.20B$1.80B$2.41BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '267 owners · $1.46B
NEWLeopold Aschenbrenner$969.2M
REDUCEDRay Dalio$263.0M
NEWLee Ainslie$137.6M
REDUCEDDavid Tepper$45.0M
NEWLeopold Aschenbrenner$20.2M
INCREASEDFPA Queens Road$20.0M
REDUCEDMairs & Power$393K
SOLDAndreas Halvorsen
SOLDPhilippe Laffont
SOLDBill Nygren
SOLDDan Sundheim
Q4 '258 owners · $1.51B
REDUCEDAndreas Halvorsen$801.4M
REDUCEDRay Dalio$354.8M
REDUCEDDavid Tepper$69.6M
INCREASEDFPA Queens Road$21.0M
REDUCEDMairs & Power$431K
NEWDan Sundheim$215K
SOLDLee Ainslie
Q3 '258 owners · $1.49B
INCREASEDAndreas Halvorsen$676.5M
INCREASEDRay Dalio$290.4M
REDUCEDPhilippe Laffont$200.5M
NEWDavid Tepper$153.7M
INCREASEDLee Ainslie$151.0M
REDUCEDFPA Queens Road$16.4M
INCREASEDMairs & Power$420K
REDUCEDBill Nygren$248K
SOLDHillman Value Fund
Q2 '258 owners · $922.0M
NEWAndreas Halvorsen$271.1M
REDUCEDRay Dalio$249.1M
REDUCEDPhilippe Laffont$217.1M
REDUCEDLee Ainslie$166.3M
REDUCEDFPA Queens Road$14.4M
REDUCEDHillman Value Fund$3.4M
NEWBill Nygren$264K
REDUCEDMairs & Power$252K
Q1 '256 owners · $570.9M
REDUCEDPhilippe Laffont$332.9M
INCREASEDRay Dalio$222.3M
INCREASEDFPA Queens Road$10.1M
NEWHillman Value Fund$3.3M
REDUCEDLee Ainslie$2.0M
REDUCEDMairs & Power$209K
SOLDDavid Tepper
Q4 '246 owners · $889.2M
INCREASEDRay Dalio$217.1M
INCREASEDDavid Tepper$144.9M
NEWFPA Queens Road$11.1M
REDUCEDLee Ainslie$2.5M
INCREASEDMairs & Power$258K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
56%analyst est. 55.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
19.2%current: 19.2%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

AMD: Held by 7 superinvestors · 50 congress member trades

SELLGil CisnerosD
$15,001 - $50,0002025-12-19
BUYGil CisnerosD
$15,001 - $50,0002025-11-18
SELLLisa McClainR
$1,001 - $15,0002025-10-31
BUYLisa McClainR
$1,001 - $15,0002025-10-30
SELLLisa McClainR
$1,001 - $15,0002025-10-30
BUYRo KhannaD
$1,001 - $15,0002025-10-17
BUYDan NewhouseR
$1,001 - $15,0002025-08-18
BUYCleo FieldsD
$15,001 - $50,0002025-08-15
BUYJohn BoozmanR
$1,001 - $15,0002025-08-07
BUYCleo FieldsD
$15,001 - $50,0002025-08-01
BUYCleo FieldsD
$15,001 - $50,0002025-07-30
BUYAngus KingO
$1,001 - $15,0002025-07-21
BUYJulia LetlowR
$1,001 - $15,0002025-06-17
BUYLisa McClainR
$1,001 - $15,0002025-06-17
BUYRob BresnahanR
$15,001 - $50,0002025-05-15
BUYMarjorie Taylor GreeneR
$1,001 - $15,0002025-05-14
SELLJefferson ShreveR
$50,001 - $100,0002025-05-12
BUYJefferson ShreveR
$15,001 - $50,0002025-05-08
BUYMarjorie Taylor GreeneR
$1,001 - $15,0002025-05-05
SELLRo KhannaD
$1,001 - $15,0002025-04-23