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Werlinich Asset Management, LLC → AMD

Werlinich Asset Management, LLC AMD Position History

Advanced Micro Devices, Inc. • Technology

Quarters held
4
Latest value
$23.7M
Q3 2026
Peak value
$23.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.6M
Q1 2026$8.1M
Q2 2026$22.9M
Q3 2026$23.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.7M38.8K——
Q2 2026$22.9M39.5K——
Q1 2026$8.1M39.7K——
Q4 2025$8.6M39.7K——

Other funds holding AMD

Other Werlinich Asset Management, LLC positions

NVDA

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$45.8M
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$40.5M
NVDA

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$35.9M
GLW

CORNING INC

$18.1M
MU

MICRON TECHNOLOGY INC

$12.2M
HUBB

HUBBELL INC

$12.1M
DELL

DELL TECHNOLOGIES INC

$12M