#$amd

Mirova US just filed its Q2 2026 13F. 🐋 Managed by Guillaume Abel · $9.3B across 45 holdings 🟢 Bought: $AMD, $SW, $CP, $ORCL +5 more 🔴 Sold: $PANW, $MSFT, $TSM, $TJX +34 more

Dragoneer Investment Group just filed its Q2 2026 13F. 🐋 Managed by Marc Stad · $2.8B across 12 holdings 🟢 Bought: $SPCX, $AMD, $AMZN, Innio NV +1 more 🔴 Sold: $NVDA, $CPNG, $META, $CVNA +8 more

SCGE Management just filed its Q2 2026 13F. 🐋 Managed by Scott C. Griffith · $5.9B across 21 holdings 🟢 Bought: $SPCX, $SNDK, $AMD, $CIEN +3 more 🔴 Sold: $DASH, $NTSK, $CHYM, $GOOGL +12 more

SRS Investment Management just filed its Q2 2026 13F. 🐋 Managed by Karthik Sarma · $10.8B across 33 holdings 🟢 Bought: $CRDO, $COHR, $RBLX, $FRMI +18 more 🔴 Sold: $AMD, $ABNB, $TPR, $NVDA +7 more

Alkeon Capital Management just filed its Q2 2026 13F. 🐋 Managed by Panayotis Sparaggis · $74.1B across 203 holdings 🟢 Bought: $QQQ, $NVDA, $AMD, $AMAT +40 more 🔴 Sold: $QQQ, $NVDA, $TSM, $AAPL +37 more

Whale Rock Capital Management just filed its Q2 2026 13F. 🐋 Managed by Alex Sacerdote · $12.5B across 35 holdings 🟢 Bought: $AMD, $ALAB, $TTMI, $COHR +11 more 🔴 Sold: $SNDK, $AEIS, $MKSI, $BE +20 more

Tiger Global Management just filed its Q2 2026 13F. 🐋 Managed by Chase Coleman · $24.0B across 46 holdings 🟢 Bought: Cerebras Systems INC, $INTC, $AMD, $STX +11 more 🔴 Sold: $GOOGL, $AMAT, $LRCX, $TSM +33 more

AMD Trades at 63x Forward Earnings, While Nvidia Trades at 24x. History Says This Is the Better Buy. | The Motley Fool (fool.com)

$AMD 515 $NVDA 225 www.fool.com/investing/20...

Market Heatmap Recap – Aug 14 $AMD +6.5% $AVGO -5.9% $MU +2.4% $NVDA flat $TSLA +0.7% $AAPL +0.2% Semis split hard Mixed day across sectors #StockMarket #SPX #AMD NOT FINANCIAL ADVICE. DYOR

Sands Capital Management just filed its Q2 2026 13F. 🐋 Managed by Frank M. Sands · $26.9B across 71 holdings 🟢 Bought: $BE, $MU, $STX, $AMD +24 more 🔴 Sold: $NFLX, $NVDA, $NU, $GOOGL +47 more