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RiskModels / Stocks / AMD

Advanced Micro Devices, Inc. (AMD)

Daily ERM3 factor decomposition: how much of AMD's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$516.13
Market cap
$841.3B
23-day vol
49.1%
Sector proxy
XLK
Subsector proxy
SMH

Risk DNA

54% of AMD's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 29.6%Sector 19.6%Subsector 4.3%Stock-specific 46.5%
SMH subsector peers · average of 64 names

AMD carries 46% stock-specific risk against a peer average of 69% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of AMD held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (SMH)Explained risk
L1$-3.26——29.6%
L2$0.41$-2.11—49.2%
L3$-0.47$-0.48$-0.8253.5%

Data as of September 12, 2026. Updated daily from the ERM3 pipeline.

13F filers holding AMD

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • ARK Investment Management5.8%
  • Citadel Advisors3.2%
  • D. E. Shaw & Co.2.0%
  • Bridgewater Associates2.0%
  • Tiger Global Management1.9%
  • Appaloosa Management1.8%
  • Beacon Pointe Advisors1.8%
  • Point72 Asset Management1.4%

Browse every tracked 13F filer.

Go deeper on AMD

Ask the AI risk analyst for AMD's full history, peer comparison, or how it changes your portfolio's risk.

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RiskModels / Stocks / AMD

Advanced Micro Devices, Inc. (AMD)

Daily ERM3 factor decomposition: how much of AMD's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$516.13
Market cap
$841.3B
23-day vol
49.1%
Sector proxy
XLK
Subsector proxy
SMH

Risk DNA

54% of AMD's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 29.6%Sector 19.6%Subsector 4.3%Stock-specific 46.5%
SMH subsector peers · average of 64 names

AMD carries 46% stock-specific risk against a peer average of 69% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of AMD held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (SMH)Explained risk
L1$-3.26——29.6%
L2$0.41$-2.11—49.2%
L3$-0.47$-0.48$-0.8253.5%

Data as of September 12, 2026. Updated daily from the ERM3 pipeline.

13F filers holding AMD

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • ARK Investment Management5.8%
  • Citadel Advisors3.2%
  • D. E. Shaw & Co.2.0%
  • Bridgewater Associates2.0%
  • Tiger Global Management1.9%
  • Appaloosa Management1.8%
  • Beacon Pointe Advisors1.8%
  • Point72 Asset Management1.4%

Browse every tracked 13F filer.

Go deeper on AMD

Ask the AI risk analyst for AMD's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about AMDAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

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  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
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  • 13F Filers
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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.