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AMD

Sector Information Technology

6 letters mention AMD, from 3 managers.

• Q3 2026 Wedgewood Partners · Q3 2026 letter ↗ David Rolfe · mentioned once
• Q2 2026 Horos Asset Management · Q2 2026 letter ↗ Javier Ruiz · mentioned 3 times
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 10 times
• Q4 2024 Mayar Capital · Q4 2024 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2023 Horos Asset Management · Q2 2023 letter ↗ Javier Ruiz · mentioned 2 times
• Q2 2021 Wedgewood Partners · Q2 2021 letter ↗ David Rolfe · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.