Andreas Halvorsen's AMD Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 4.2M shares of Advanced Micro Devices, Inc. (AMD) worth $676.49 M, representing 1.76% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in AMD, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 2.8M shares. Largest reduction occurred in Q4 2022, reducing 2.1M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Advanced Micro Devices (AMD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Advanced Micro Devices (AMD) Trades by Andreas Halvorsen
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2020 | +4.5 M | New Buy | 4.5 M | $81.99 |
| Q4 2020 | -485,835 | Reduce 10.79% | 4.02 M | $91.71 |
| Q1 2021 | -4.02 M | Sold Out | 4.02 M | $0.00 |
| Q4 2022 | +1.91 M | New Buy | 1.91 M | $64.77 |
| Q1 2023 | -1.91 M | Sold Out | 1.91 M | $0.00 |
| Q4 2023 | +4.74 M | New Buy | 4.74 M | $147.41 |
| Q1 2024 | -785,311 | Reduce 16.58% | 3.95 M | $180.49 |
| Q2 2024 | -3.95 M | Sold Out | 3.95 M | $0.00 |
| Q2 2025 | +1.91 M | New Buy | 1.91 M | $141.90 |
| Q3 2025 | +2.27 M | Add 118.85% | 4.18 M | $161.79 |
Andreas Halvorsen's Advanced Micro Devices Investment FAQs
Andreas Halvorsen first purchased Advanced Micro Devices, Inc. (AMD) in Q3 2020, acquiring 4,500,835 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Advanced Micro Devices, Inc. (AMD) for 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's largest addition to Advanced Micro Devices, Inc. (AMD) was in Q4 2023, adding 4,737,399 shares worth $698.34 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 4,181,269 shares of Advanced Micro Devices, Inc. (AMD), valued at approximately $676.49 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Advanced Micro Devices, Inc. (AMD) represents approximately 1.76% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's peak holding in Advanced Micro Devices, Inc. (AMD) was 4,737,399 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.