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Disclosery

Southpoint Capital Advisors LP: AMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Southpoint Capital Advisors LP on AMD, newest first. How the timeline and the estimate are built.

Southpoint Capital Advisors LP held 850,000 AMD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 850,000 shares
    Change vs previous 13F -50,000 shares

    11.23% of the 13F portfolio, value $493,773,500.

    13F-HR 0001012975-26-000789 filed by Southpoint Capital Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 900,000 shares
    Change vs previous 13F +300,000 shares

    3.77% of the 13F portfolio, value $183,087,000.

    13F-HR 0001012975-26-000456 filed by Southpoint Capital Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 600,000 shares
    Change vs previous 13F +600,000 shares

    2.99% of the 13F portfolio, value $128,496,000.

    13F-HR 0001012975-26-000162 filed by Southpoint Capital Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001012975-24-000491 filed by Southpoint Capital Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.