Larry Robbins's AMD Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 650,792 shares of Advanced Micro Devices, Inc. (AMD) worth $132.39 M, representing 3.32% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Larry Robbins has initiated a new position in AMD, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 256,604 shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's Advanced Micro Devices (AMD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Advanced Micro Devices (AMD) Trades by Larry Robbins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +256,604 | Add 65.10% | 650,792 | $203.43 |
| Q4 2025 | +394,188 | New Buy | 394,188 | $214.16 |
Larry Robbins's Advanced Micro Devices Investment FAQs
Larry Robbins first purchased Advanced Micro Devices, Inc. (AMD) in Q4 2025, acquiring 394,188 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins has held Advanced Micro Devices, Inc. (AMD) for 2 quarters since Q4 2025.
Larry Robbins's largest addition to Advanced Micro Devices, Inc. (AMD) was in Q4 2025, adding 394,188 shares worth $84.42 M.
According to the latest 13F filing for Q1 2026, Larry Robbins's firm, Glenview Capital Management, LLC, owns 650,792 shares of Advanced Micro Devices, Inc. (AMD), valued at approximately $132.39 M.
As of the Q1 2026 filing, Advanced Micro Devices, Inc. (AMD) represents approximately 3.32% of Larry Robbins's publicly disclosed stock portfolio, making it one of their key holdings.
Larry Robbins's peak holding in Advanced Micro Devices, Inc. (AMD) was 650,792 shares, as reported at the end of Q1 2026.