SEC 13F Intelligence

Melvin Capital Management LP / AMD

Melvin Capital Management LP’s Advanced Micro Devices Inc Position

Does Melvin Capital Management LP own Advanced Micro Devices Inc (AMD)? Not currently — the last reported position was 3.73M shares worth $342M in Q4 2020; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$342M
Q4 2020
Shares
3.73M
% of Portfolio
+1.44%
Quarters Held
2
position exited

Position History AMD

Reported value by quarter
Q3 ’20: $172MQ3 ’20Q4 ’20: $342MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20203.73M$342M+1.44%
Q3 20202.10M$172M+0.86%

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