Columbus Hill Capital Management L.P. Has $28.85 Million Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• Columbus Hill Capital Management increased its stake in Advanced Micro Devices by 13.0% to 178,317 shares valued at roughly $28.85 million, making AMD about 3.8% of the firm's portfolio and its 12th-largest position.
• Q4 results beat expectations: AMD reported $1.53 EPS vs. $1.32 est and $10.27B revenue (up 34.1% YoY), and the stock carries a consensus "Moderate Buy" rating with an average price target near $290.53.
• There has been notable insider selling—EVP Paul Darren Grasby sold 7,500 shares at about $204.87 and insiders sold 154,392 shares (~$33.12M) over the past 90 days—while AMD faces mixed near-term risks/positives such as a patent truce and AI product pushes versus new competitors and customers developing in‑house chips.

Columbus Hill Capital Management L.P. lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 13.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 178,317 shares of the semiconductor manufacturer's stock after acquiring an additional 20,517 shares during the period. Advanced Micro Devices makes up approximately 3.8% of Columbus Hill Capital Management L.P.'s portfolio, making the stock its 12th biggest position. Columbus Hill Capital Management L.P.'s holdings in Advanced Micro Devices were worth $28,850,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Koesten Hirschmann & Crabtree INC. increased its holdings in shares of Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after acquiring an additional 61 shares in the last quarter. ORG Wealth Partners LLC lifted its position in shares of Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Pinney & Scofield Inc. lifted its position in shares of Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer's stock worth $27,000 after buying an additional 85 shares in the last quarter. Aviso Financial Inc. boosted its position in Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after purchasing an additional 160 shares during the last quarter. Finally, Signature Resources Capital Management LLC boosted its holdings in shares of Advanced Micro Devices by 170.4% in the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer's stock worth $35,000 after buying an additional 138 shares during the last quarter. Institutional investors own 71.34% of the company's stock.

Insider Buying and Selling at Advanced Micro Devices

In related news, SVP Ava Hahn sold 2,442 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the sale, the senior vice president directly owned 16,359 shares of the company's stock, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the completion of the sale, the executive vice president directly owned 129,598 shares of the company's stock, valued at approximately $26,550,742.26. This trade represents a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 154,392 shares of company stock worth $33,120,933 over the last 90 days. 0.06% of the stock is owned by company insiders.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $193.39 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The stock has a market cap of $315.30 billion, a P/E ratio of 72.98, a P/E/G ratio of 0.74 and a beta of 1.98. The business's 50 day moving average price is $216.16 and its 200-day moving average price is $209.83. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating analysts' consensus estimates of $1.32 by $0.21. The business had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices's revenue was up 34.1% compared to the same quarter last year. During the same period last year, the business earned $1.09 EPS. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

More Advanced Micro Devices News

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a "Moderate Buy" and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD's decline in recent sessions. Is AMD stock's latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

Analysts Set New Price Targets

AMD has been the topic of a number of recent research reports. Citigroup reaffirmed a "neutral" rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. Rosenblatt Securities reissued a "buy" rating and issued a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Cantor Fitzgerald reissued an "overweight" rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, The Goldman Sachs Group increased their price target on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the company a "neutral" rating in a research report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $290.53.

About Advanced Micro Devices

Advanced Micro Devices, Inc NASDAQ: AMD is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company's product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.

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