PortAMD: What They're Buying and Selling
All disclosed stock transactions—with purchase results, portfolio structure, and filing date for each. Company Investment Portfolio · AMD.
In brief
In recent months, AMD's portfolio executed five purchases totaling approximately $960M and one sale for $6.5M. The largest transactions include acquisitions of SpaceX (approx. $565M), Cerebras Systems (approx. $176M), and Nutanix (approx. $211M) shares, focusing expansion on private AI companies, cloud, and the space sector. The dominance of huge contributions to private entities with marginal selling activity stands out.
Summary written by AI based on filings; updated daily.
What AMD Is Buying and Selling Lately
Last reported buy: NTNX (June 30, 2026, $211M).
Where the Money Went
Purchases over the last 12 months by amount.
- SPCXSpace Exploration Techn58.9%
- NTNXNutanix22.0%
- CBRSCerebras Systems18.3%
- MRVLMarvell Technology0.7%
- XNDUXanadu Quantum Technolo0.2%
Largest purchase of the year on the chart: SPCX
This is how Portevo shows insiders — a face marks the share price on the purchase date.
Who Is AMD and Where Does This Data Come From?
Nvidia's main rival in processors and AI chips; invests in partners including Cerebras, Nutanix, and SpaceX.
Transactions are sourced from official 13F quarterly reports, filed within 45 days after the quarter's end. Portevo automatically downloads and translates them into English — nothing is entered manually.
Frequently Asked Questions
What has AMD been buying recently?
Last reported purchases: NTNX (June 30, 2026, $211M), SPCX (June 30, 2026, $565M), CBRS (June 30, 2026, $176M), MRVL (March 31, 2026, $6.5M). The list updates automatically from official filings—the full history is on the profile page.
How have AMD's purchases performed?
A portfolio reconstructed from purchases over the last 12 months shows a performance of -14.81% (as if buying the same stocks on the same day and holding them until today).
How quickly are new AMD transactions visible?
As soon as they hit the registry: within 45 days after the end of the quarter. Portevo checks registries several times an hour and sends notifications to followers.
Is it worth copying AMD's trades?
That is an investor's decision. Filings are delayed, and past performance does not guarantee future results. Portevo shows data, not recommendations.
See also
Follow AMD on Portevo
Get notified of every new transaction, view full history, a chart of purchases, and a chart of each company's share price with the purchase date marked.
Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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