SEC 13F Intelligence

Dsm Capital Partners LLC / AMD

Dsm Capital Partners LLC’s Advanced Micro Devices Inc Position

Does Dsm Capital Partners LLC own Advanced Micro Devices Inc (AMD)? Not currently — the last reported position was 1.27M shares worth $131M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$131M
Q1 2025
Shares
1.27M
% of Portfolio
+2.29%
Quarters Held
6
position exited

Position History AMD

Reported value by quarter
Q4 ’23: $97,880Q4 ’23Q1 ’24: $262MQ1 ’24Q2 ’24: $223MQ2 ’24Q3 ’24: $208MQ3 ’24Q4 ’24: $163MQ4 ’24Q1 ’25: $131MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20251.27M$131M+2.29%
Q4 20241.35M$163M+2.52%
Q3 20241.27M$208M+3.18%
Q2 20241.38M$223M+3.23%
Q1 20241.45M$262M+3.57%
Q4 2023664$97,8800.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dsm Capital Partners LLC’s full portfolio or all institutional holders of AMD.