Position Sheet

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AMD Advanced Micro Devices Inc

Information Technology stock

HGRO has owned Advanced Micro Devices Inc since Apr 29, 2026, across 2 separate holding periods. Today it is 2.2% of HGRO, against a peak of 2.8%. That's 1.5× the size of a typical HGRO position (median 1.4%). The latest big move was on Sep 15, 2026: HGRO bought into it (0.0% to 2.8%).

Our daily record for Hedgeye Asset Management's funds starts Nov 21, 2025. We can't see what they held before then, so "first held" means the first day in our record, not necessarily the day they first bought it.

Held now inHGRO at 2.18%
First held in our dataApr 29, 2026
Since bought+0.1%HGRO bought Sep 15, 2026 · S&P 500 0.0%
Big moves1

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading at zero means the fund didn't own it.

Big moves in AMD

DateFundTickerNameActionPosition sizeSinceStatus
Sep 15, 2026HGROAMDAdvanced Micro Devices IncBought0.0% → 2.8%+0.1%
+0.1 vs S&P
Held · 2.2%