Current position

Two Sigma Investments, LP’s Advanced Micro Devices (AMD) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Two Sigma Investments, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2021Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares3.81MHighest verified quarter-end share count
Quarters reported19Verified quarters with shares above zero
What happened?

Two Sigma Investments, LP first reported Advanced Micro Devices in Q3 2021. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Two Sigma Investments, LP currently reports 1.52M shares. The latest verified filing showed: Bought 10.5% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 10.5% more+143.42K shares · 1.52M shares reported after the change
Filing context

Quarter-end price $580.91 · Estimated holding basis $200.71

Q1 2026
Bought 2.2% more+29.71K shares · 1.37M shares reported after the change
Filing context

Quarter-end price $203.43 · Estimated holding basis $160.96

Q4 2025
Sold 10.6% of the position−159.04K shares · 1.34M shares remained
Filing context

Quarter-end price $214.16 · Estimated holding basis $160.02

Q3 2025
Bought 3,241.6% more+1.46M shares · 1.50M shares reported after the change
Filing context

Quarter-end price $161.79 · Estimated holding basis $160.02

Q2 2025
Sold 98.0% of the position−2.20M shares · 44.93K shares remained
Filing context

Quarter-end price $141.90 · Estimated holding basis $102.74

Q1 2025
New position+2.25M shares · 2.25M shares reported
Filing context

Quarter-end price $102.74 · Estimated holding basis $102.74

Portfolio importance

How important is Advanced Micro Devices in Two Sigma Investments, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.6%Q2 2026
Current rank#11of 5017 reported positions
Peak portfolio weight0.8%Q4 2022
Best historical rank#2Q4 2021
MarketInsiderLab research

Connected research on Advanced Micro Devices

Only published MIL research mapped to the exact stock identity is shown here.

DECODERLouis Navellier’s “AI Reset” Teaser: Is AMD the Stock?Sep 13, 2026

Louis Navellier’s “AI Reset” teaser most likely points to AMD. We test the Lux supercomputer clues, the 360X…

SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$629.262026-09-24

Market context only; not an investor transaction price.

Latest filing quarter-end price$580.91Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$200.71Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Advanced Micro Devices stock page →

Coverage is bounded to the institution’s top reported positions and material events rather than every security in each Form 13F. The filing reflects reportable U.S.-listed holdings, not Two Sigma’s complete trading book, models, short positions, exact trade dates or execution prices. Options are reported separately.