Coatue Management's Advanced Micro Devices, Inc. (AMD) position

Not anymore: Coatue Management fully exited AMD in Q1 2026. The position peaked at $1.8B in Q4 2023.

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Value at exit

$267M

Shares at exit

1.2M

Est. average buy price (i)

$85.17

Quarter-end price

$215.74

Estimated trade prices

Average price in quarters with purchases: $85.81
Average prices in quarters with sales: Q3 2025: $161.44 (291K shares sold)

Q2 2025: $108.86 (1.7M shares sold)

Q1 2025: $111.19 (1.0M shares sold)

Q3 2024: $151.94 (2.0M shares sold)

Q2 2024: $160.87 (503K shares sold)

Q1 2024: $174.81 (5.7M shares sold)

Q3 2023: $108.55 (1.5M shares sold)

AMD price vs Management's position

1Y 3Y 5Y MAX

Dates

Average closing price · filing quarter: $161.44
Price range · filing quarter: $134.80 – $184.42

Every quarterly change

Quarter	Action	Shares change	Est. value change	Δ Own	Shares held	Filing date
Q1 2026	Exited	−1.2M	−$265M	−100.0%	0	May 15, 2026
Q4 2025	Unchanged	–	–	–	1.2M	May 15, 2026
Q3 2025	Reduced	−291K	−$47M	−19.0%	1.2M	Nov 14, 2025
Q2 2025	Reduced	−1.7M	−$186M	−52.8%	1.5M	Aug 14, 2025
Q1 2025	Reduced	−1.0M	−$112M	−23.7%	3.2M	May 15, 2025
Q4 2024	Unchanged	–	–	–	4.2M	Feb 14, 2025
Q3 2024	Reduced	−2.0M	−$308M	−32.3%	4.2M	Nov 14, 2024
Q2 2024	Reduced	−503K	−$81M	−7.4%	6.3M	Aug 14, 2024
Q1 2024	Reduced	−5.7M	−$997M	−45.7%	6.8M	May 15, 2024
Q4 2023	Added	+23K	+$2.8M	+0.2%	12.5M	Feb 14, 2024
Q3 2023	Reduced	−1.5M	−$164M	−10.8%	12.5M	Nov 14, 2023
Q2 2023	Added	+5.5M	+$569M	+64.3%	14.0M	Aug 14, 2023
Q1 2023	Added	+2.9M	+$233M	+50.9%	8.5M	May 15, 2023
Q4 2022	Added	+4.8M	+$320M	+611.1%	5.6M	Feb 14, 2023
Q3 2022	New	+793K	+$68M	–	793K	Nov 14, 2022
Q1 2022	New	+269K	+$32M	–	269K	May 16, 2022

Data through Q1 2026 · filed May 15, 2026

16 grouped rows from 16 quarters

Who else owns AMD

T. Rowe Price Associates

owns 1.8% of shares outstanding

Est. $6.2B · Shares: 28.8M

JPMorgan Chase & Co

owns 1.5% of shares outstanding

Est. $5.2B · Shares: 24.2M

Morgan Stanley

owns 1.5% of shares outstanding

Est. $5.1B · Shares: 23.8M

UBS AM

owns 1.2% of shares outstanding

Est. $4.1B · Shares: 19.2M

See all owners of AMD →

More Management positions

Taiwan Semiconductor Manufacturing Company Limited(TSM)

$3.1B

10.8% of portfolio

Lam Research Corporation(LRCX)

$2.1B

7.4% of portfolio

Common questions

Does Coatue Management own AMD?

Not currently. Coatue Management fully exited AMD in Q1 2026, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy AMD?

Coatue Management first disclosed a AMD position in Q1 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell AMD?

Yes. Coatue Management reduced and then fully exited AMD by Q1 2026; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of AMD does Coatue Management own?

None as of the latest filing: Coatue Management has exited AMD. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for AMD?

Coatue Management's estimated average buy price for AMD is $85.17, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.