David Tepper's AMD Position Overview
David Tepper (via Appaloosa Lp) currently holds 950.0K shares of Advanced Micro Devices, Inc. (AMD) worth $153.7 M, representing 2.08% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, David Tepper has maintained a strategic position in AMD, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 65.0K shares. Largest reduction occurred in Q1 2024, reducing 380.0K shares.
Analysis based on 13F filings available since 2013 Q2
David Tepper's Advanced Micro Devices (AMD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Advanced Micro Devices (AMD) Trades by David Tepper
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +2.31 M | New Buy | 2.31 M | $113.91 |
| Q3 2023 | -35,000 | Reduce 1.52% | 2.28 M | $102.82 |
| Q4 2023 | -265,000 | Reduce 11.65% | 2.01 M | $147.41 |
| Q1 2024 | -380,000 | Reduce 18.91% | 1.63 M | $180.49 |
| Q2 2024 | -260,000 | Reduce 15.95% | 1.37 M | $162.21 |
| Q3 2024 | -235,000 | Reduce 17.15% | 1.14 M | $164.08 |
| Q4 2024 | +65,000 | Add 5.73% | 1.2 M | $120.79 |
| Q1 2025 | -1.2 M | Sold Out | 1.2 M | $0.00 |
| Q3 2025 | +950,000 | New Buy | 950,000 | $161.79 |
David Tepper's Advanced Micro Devices Investment FAQs
David Tepper first purchased Advanced Micro Devices, Inc. (AMD) in Q2 2023, acquiring 2,310,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper has held Advanced Micro Devices, Inc. (AMD) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's largest addition to Advanced Micro Devices, Inc. (AMD) was in Q2 2023, adding 2,310,000 shares worth $263.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Tepper's firm, Appaloosa Lp, owns 950,000 shares of Advanced Micro Devices, Inc. (AMD), valued at approximately $153.7 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 2.08% of David Tepper'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.
David Tepper's peak holding in Advanced Micro Devices, Inc. (AMD) was 2,310,000 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.