AMD
Advanced Micro Devices Inc
Advanced Micro Devices Inc historical holders
total: 7
Appaloosa Management Advanced Micro Devices Inc transactions over time
- Total transactions:
- 11
- New positions:
- 2
- Sold out:
- 1
- Added:
- 1
- Reduced:
- 7
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
David Tepper has been an institutional investor in Advanced Micro Devices Inc (AMD) since 2023 Q2. According to 2026 Q1 report, David Tepper holds 221,400 shares with a market value of roughly $45.04M representing 0.76% of their equity portfolio. The fund/company first acquired AMD in 2023 Q2, initially purchasing about 2.31M shares. David Tepper later completely sold out the position and reinvested in AMD again in 2025 Q3. Since the initial investment, Appaloosa Management has made 10 more transactions in this position.
Does David Tepper still hold AMD?
Yes, David Tepper continues to hold Advanced Micro Devices Inc (AMD). According to their 2026 Q1 report, they maintain a position of 221,400 shares valued at approximately $45.04M, representing 0.76% of their equity portfolio.
When did David Tepper first invest in AMD?
David Tepper first invested in Advanced Micro Devices Inc (AMD) in 2023 Q2 at the reported quarter-end price of $113.91 per share, acquiring 2,310,000 shares in their initial purchase.
What is David Tepper's average cost basis for AMD?
Based on historical transaction data, David Tepper's estimated cost basis for Advanced Micro Devices Inc (AMD) is approximately $161.79 per share. This represents their average reported price* across all buy transactions.
Has David Tepper reinvested in AMD after selling?
Yes, David Tepper has shown renewed interest in Advanced Micro Devices Inc (AMD). After completely selling their position, they reinitiated an investment in 2025 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $161.79
- Weighted AVG sell price:
- $212.63
AMD transactions history by Appaloosa Management
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.76%
|
221,400
|
$203.43
|
$45,039,402
|
-31.88% (-103,600)
|
-0.31%
|
|
2025 Q4
|
1.02%
|
325,000
|
$214.16
|
$69,602,000
|
-65.79% (-625,000)
|
-1.81%
|
|
2025 Q3
|
2.08%
|
950,000
|
$161.79
|
$153,700,500
|
new
|
+2.08%
|
|
2025 Q1
|
0.00%
|
0
|
$120.79
|
|
-100% (-1,200,000)
|
-2.24%
|
|
2024 Q4
|
2.24%
|
1,200,000
|
$120.79
|
$144,948,000
|
+5.73% (+65,000)
|
+0.12%
|
|
2024 Q3
|
2.77%
|
1,135,000
|
$164.08
|
$186,230,800
|
-17.15% (-235,000)
|
-0.62%
|
|
2024 Q2
|
3.60%
|
1,370,000
|
$162.21
|
$222,227,700
|
-15.95% (-260,000)
|
-0.63%
|
|
2024 Q1
|
4.40%
|
1,630,000
|
$180.49
|
$294,198,700
|
-18.91% (-380,000)
|
-1.21%
|
|
2023 Q4
|
5.24%
|
2,010,000
|
$147.41
|
$296,294,100
|
-11.65% (-265,000)
|
-0.77%
|
|
2023 Q3
|
4.62%
|
2,275,000
|
$102.82
|
$233,915,500
|
-1.52% (-35,000)
|
-0.07%
|
|
2023 Q2
|
4.88%
|
$113.91
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.