LongAMDSep 2026
Advanced Micro Devices
ClearBridge initiated a position in Advanced Micro Devices to expand its participation in the AI and semiconductor infrastructure ecosystem. The company offers differentiated…
AMD
Which hedge funds are long AMD?
11 published ideas on Advanced Micro Devices across 10 funds — 11 long and 0 short.
Advanced Micro Devices hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Advanced Micro Devices: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
- ClearBridge Large Cap Growth Strategy
- The Gabelli Growth Fund
- Sands Capital Management, LLC - Select Growth
- Sands Capital Management, LLC - Technology Innovators
- Nomura Large Cap Growth Fund
- William Blair Large Cap Growth Fund
- William Blair Growth Fund
- Artisan Global Opportunities Fund
- Aristotle Core Equity Fund
- Polen 5Perspectives Growth Opportunities Portfolio
Long theses
LongAMDJun 2026
Advanced Micro Devices Inc.
AMD has evolved into a credible challenger across server CPUs and data-center GPUs. Agentic AI workloads are increasing CPU requirements, while AMD continues to gain server share…
LongAMDJun 2026
Advanced Micro Devices
AMD provides high-performance CPUs, GPUs, and adaptive computing and has emerged as a scaled alternative to incumbent providers. Demand for compute is rising as generative AI…
LongAMDJun 2026
Advanced Micro Devices
AMD was initiated to increase exposure to rising CPU demand from agentic AI. CPUs are increasingly important for scheduling, memory management, tool execution, and orchestration…
LongAMDJun 2026
Advanced Micro Devices Inc.
Advanced Micro Devices was one of the fund's strongest contributors during the quarter. Strong AI inference demand pulled through AMD server CPUs and reinforced the fund's view…
LongAMDJun 2026
Advanced Micro Devices
AMD is the second-largest GPU supplier behind NVIDIA and is positioned across both server CPUs and AI accelerators. Quarterly results showed accelerating Data Center momentum…
LongAMDJun 2026
Advanced Micro Devices
AMD is the second-largest GPU supplier behind NVIDIA and has exposure to both server CPUs and AI accelerators. Quarterly results showed accelerating Data Center momentum, while…
LongAMDJun 2026
Advanced Micro Devices, Inc.
AMD benefits from rising compute intensity across AI infrastructure and cloud computing. Revenue and guidance exceeded expectations amid robust data center demand, while…
LongAMDJun 2026
Advanced Micro Devices, Inc.
AMD benefits from rising compute intensity across AI infrastructure and cloud computing. Revenue and guidance exceeded expectations amid robust data center demand, while…
LongAMDJun 2026
Advanced Micro Devices
Aristotle initiated AMD because its product roadmap and rack-scale systems increasingly position the company as a credible second source in data-center CPUs and accelerated…
LongAMDJun 2026
Advanced Micro Devices
Advanced Micro Devices provides exposure to sustained investment in AI infrastructure through its data center CPUs and accelerator products. Polen views the semiconductor…