SEC 13F Intelligence

Baker Avenue Asset Management, LP / AMD

Baker Avenue Asset Management, LP’s Advanced Micro Devices Inc Position

Does Baker Avenue Asset Management, LP own Advanced Micro Devices Inc (AMD)? Yes139.5K shares worth $28M (+0.64% of its 13F portfolio) as of Q1 2026, up from 130.7K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
139.5K
% of Portfolio
+0.64%
Quarters Held
19
currently held

Position History AMD

Reported value by quarter
Q3 ’19: $298,000Q3 ’19Q4 ’21: $1MQ1 ’22: $1MQ2 ’22: $815,000Q2 ’22Q3 ’22: $8MQ4 ’22: $6MQ1 ’23: $14MQ1 ’23Q2 ’23: $11MQ3 ’23: $10MQ4 ’23: $13MQ4 ’23Q1 ’24: $17MQ2 ’24: $14MQ3 ’24: $14MQ3 ’24Q4 ’24: $10MQ1 ’25: $9MQ2 ’25: $12MQ2 ’25Q3 ’25: $22MQ4 ’25: $28MQ1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026139.5K$28M+0.64%
Q4 2025130.7K$28M+0.65%
Q3 2025132.9K$22M+0.51%
Q2 202582.8K$12M+0.33%
Q1 202583.8K$9M+0.27%
Q4 202484.3K$10M+0.31%
Q3 202484.2K$14M+0.44%
Q2 202487.2K$14M+0.48%
Q1 202492.9K$17M+0.66%
Q4 202391.0K$13M+0.59%
Q3 202397.8K$10M+0.50%
Q2 202397.2K$11M+0.56%
Q1 2023139.8K$14M+0.74%
Q4 202294.5K$6M+0.37%
Q3 2022132.8K$8M+0.53%
Q2 202210.7K$815,000+0.05%
Q1 202212.1K$1M+0.07%
Q4 20217.4K$1M+0.05%
Q3 201910.3K$298,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baker Avenue Asset Management, LP’s full portfolio or all institutional holders of AMD.