Harbor Capital Appreciation Fund Added Advanced Micro Devices (AMD) in Q3

2 hours ago 1

Soumya Eswaran

Thu, December 25, 2025 astatine 9:43 AM CST 3 min read

Harbor Capital Appreciation Fund, an concern absorption company, released its Q3 2025 capitalist letter. A transcript of the aforesaid tin beryllium downloaded here. The Harbor Capital Appreciation Fund chiefly focuses connected investing successful equity securities, targeting U.S. companies that person a marketplace capitalization of astatine slightest $1 cardinal astatine the clip of investment. US equities delivered coagulated results successful the 3rd quarter, driven by continued momentum successful AI and beardown firm earnings. The Federal Reserve’s involvement complaint chopped besides supported the marketplace astatine the extremity of the quarter. The money returned 5.11% successful the 4th compared to 10.51% for the Russell 1000® Growth Index and 8.12% for the S&P 500 Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Harbor Capital Appreciation Fund highlighted stocks specified arsenic Advanced Micro Devices, Inc. (NASDAQ: AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is simply a semiconductor institution that operates done Data Center, Client, Gaming, and Embedded segments. The one-month instrumentality of Advanced Micro Devices, Inc. (NASDAQ:AMD) was 0.37%, and its shares gained 70.27% of their worth implicit the past 52 weeks. On December 24, 2025, Advanced Micro Devices, Inc. (NASDAQ:AMD) banal closed astatine $215.04 per share, with a marketplace capitalization of $350.094 billion.

Harbor Capital Appreciation Fund stated the pursuing regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) successful its 3rd 4th 2025 capitalist letter:

"We initiated a presumption successful Advanced Micro Devices, Inc. (NASDAQ:AMD), a starring supplier of high-performance computing and AI solutions. The company’s sharpened merchandise roadmap and momentum with large unreality providers item its maturation prospects. Continued innovation successful information halfway and AI accelerators, wide adoption crossed premium markets, and disciplined execution presumption Advanced Micro Devices arsenic a compelling semipermanent concern successful rapidly expanding exertion markets."

Cantor Keeps Overweight connected AMD Despite Target Cut, Citing Strong AI Tailwinds

Advanced Micro Devices, Inc. (NASDAQ:AMD) is successful 19th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 115 hedge money portfolios held Advanced Micro Devices, Inc. (NASDAQ:AMD) astatine the extremity of the 3rd quarter, up from 113 successful the erstwhile quarter. While we admit the imaginable of Advanced Micro Devices, Inc. (NASDAQ:AMD) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.