← Top Holdings

AMDADVANCED MICRO DEVICES INC

CUSIP: 007903107

7

Guru Owners

$1.51B

Total Value Held

7.1M

Total Shares

$801.4M
2.13%
$354.8M
1.29%
$265.4M
0.66%
$69.6M
1.01%
$21.0M
0.68%
$431K
0.00%
$328K
0.00%

📊 Fundamentals

Market Cap$454.7B
P/E Ratio106.9x
Above market avg
Forward P/E25.4x
P/FCF99.1x
EPS (TTM)$2.61
Revenue (TTM)$34.6B
Profit Margin12.52%
Beta1.96

52-Week Range

$85.17
$287.61

Current: $278.90

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 106.9x trailing earnings → 25.4x forward · 12.5% 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 '25

Quarter-by-Quarter Activity

Q4 '257 owners · $1.51B
REDUCEDAndreas Halvorsen$801.4M
REDUCEDRay Dalio$354.8M
REDUCEDDavid Tepper$69.6M
INCREASEDFPA Queens Road$21.0M
REDUCEDMairs & Power$431K
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
NEWMairs & Power$252K
Q1 '255 owners · $570.7M
REDUCEDPhilippe Laffont$332.9M
INCREASEDRay Dalio$222.3M
NEWFPA Queens Road$10.1M
NEWHillman Value Fund$3.3M
REDUCEDLee Ainslie$2.0M
SOLDDavid Tepper
Q4 '244 owners · $877.8M
INCREASEDRay Dalio$217.1M
INCREASEDDavid Tepper$144.9M
REDUCEDLee Ainslie$2.5M
Q3 '244 owners · $1.28B
REDUCEDPhilippe Laffont$697.2M
INCREASEDRay Dalio$240.2M
REDUCEDDavid Tepper$186.2M
INCREASEDLee Ainslie$155.8M

💰 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
45%analyst est. 45.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
13.2%current: 13.2%
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
AMD Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker