Parnassus Endeavor Fund reduced its Advanced Micro Devices Inc (AMD) position by 51% in 2026 Q2, according to the NPORT-P filed with the SEC on July 20, 2026. The stake went from 367K to 178K shares, worth about $103.6M, and from 1.61% to 1.96% of the reported portfolio.
What did the 2026 Q2 filing report for AMD?
As of June 30, 2026, from the NPORT-P filed July 20, 2026.
| Before | After | |
|---|---|---|
| Shares | 367K | 178K |
| Shares sold | -188K (51%) | |
| Reported value | $74.6M | $103.6M |
| Portfolio weight | 1.61% | 1.96% |
| Rank in portfolio | 27th of 47 |
How much did Parnassus Endeavor Fund cut AMD?
Parnassus Endeavor Fund sold 188K shares of AMD during 2026 Q2, cutting the stake from 367K to 178K.
Where does AMD sit in the Parnassus Endeavor Fund portfolio?
AMD ranks 27th of 47 stock positions in the Parnassus Endeavor Fund portfolio at 1.96%, about the fund's average stock position of 2%. The largest stock position is AMZN at 5.15%. Next come GOOGL at 4.45% and MSFT at 3.64%. The three largest stocks together are 13.24% of the book. The AMD cut was the 4th largest of the quarter's 48 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Parnassus Endeavor Fund reported 47 stock positions, with 2 opened and 1 closed. The total portfolio value is about $5.3B, up 14% from the prior quarter.
How long has Parnassus Endeavor Fund held AMD?
Parnassus Endeavor Fund first reported AMD in the quarter ended March 31, 2025. The current weight is the highest the fund has reported for the name. The share count had been unchanged the quarter before. Every reported trade is on the Parnassus Endeavor Fund AMD trade history page.
Did other funds buy or sell AMD in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 20, 2026, 3 hold AMD. Of those, 1 trimmed the position this quarter and none added. The largest buyers of AMD this quarter were Chase Coleman III and Polen Capital Management. The largest seller was David Tepper. Every tracked holder of AMD is on the AMD ownership page.
FAQ
How many AMD shares did Parnassus Endeavor Fund sell in 2026 Q2?
Parnassus Endeavor Fund sold 188K shares of AMD, 51% of the position, leaving 178K shares.
What remains of the AMD position of Parnassus Endeavor Fund?
Parnassus Endeavor Fund still holds 178K shares of AMD, worth about $103.6M at June 30, 2026 prices.
How much of the Parnassus Endeavor Fund portfolio is AMD now?
AMD is 1.96% of the Parnassus Endeavor Fund portfolio, down from 1.61% a quarter earlier.
Did other funds trim AMD in 2026 Q2?
Among the 3 other tracked funds that hold AMD, 1 trimmed it in 2026 Q2 and none added to it.