Thematics Asset Management / AMD
Thematics Asset Management’s Advanced Micro Devices Inc Position
Does Thematics Asset Management own Advanced Micro Devices Inc (AMD)? Yes — 155.9K shares worth $25M (+1.14% of its 13F portfolio) as of Q3 2025, down from 279.6K shares the prior filed quarter.
Position Value
$25M
Q3 2025
Shares
155.9K
% of Portfolio
+1.14%
Quarters Held
12
currently held
Position History AMD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 155.9K | $25M | +1.14% |
| Q2 2025 | 279.6K | $40M | +1.78% |
| Q1 2025 | 278.9K | $29M | +1.45% |
| Q4 2024 | 269.1K | $33M | +1.42% |
| Q3 2024 | 269.1K | $44M | +1.75% |
| Q2 2024 | 223.2K | $36M | +1.48% |
| Q1 2024 | 175.1K | $32M | +1.31% |
| Q4 2023 | 188.3K | $28M | +1.22% |
| Q3 2023 | 193.2K | $20M | +0.98% |
| Q2 2023 | 185.6K | $21M | +1.01% |
| Q1 2023 | 157.9K | $15M | +0.84% |
| Q4 2022 | 193.3K | $13M | +0.76% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thematics Asset Management’s full portfolio or all institutional holders of AMD.