JY
GFS icon

Jeff Yass’s GlobalFoundries GFS Stock Holding History

Jeff Yass’s Portfolio GFS Stock Details GFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.9M Buy
411,923
+346,194
+527% +$24.2M ﹤0.01% 1895
2026
Q1 		$2.92M Sell
65,729
-839,174
-93% -$37M ﹤0.01% 5316
2025
Q4 		$31.6M Sell
904,903
-1,599,274
-64% -$56.9M ﹤0.01% 1769
2025
Q3 		$89.7M Buy
2,504,177
+2,417,176
+2,778% +$86.2M 0.01% 960
2025
Q2 		$3.32M Buy
87,001
+71,814
+473% +$2.6M ﹤0.01% 4755
2025
Q1 		$561K Sell
15,187
-37,534
-71% -$1.52M ﹤0.01% 8647
2024
Q4 		$2.26M Buy
52,721
+13,022
+33% +$546K ﹤0.01% 5027
2024
Q3 		$1.6M Buy
+39,699
New +$1.84M ﹤0.01% 5753
2024
Q2 		– Sell
-68,281
Closed -$3.42M – 12450
2024
Q1 		$3.56M Sell
68,281
-96,754
-59% -$5.3M ﹤0.01% 4193
2023
Q4 		$10M Buy
165,035
+120,703
+272% +$6.69M ﹤0.01% 2647
2023
Q3 		$2.58M Buy
44,332
+13,492
+44% +$801K ﹤0.01% 4654
2023
Q2 		$1.99M Sell
30,840
-49,409
-62% -$2.99M ﹤0.01% 5177
2023
Q1 		$5.79M Sell
80,249
-15,627
-16% -$988K ﹤0.01% 3233
2022
Q4 		$5.17M Buy
95,876
+24,117
+34% +$1.41M ﹤0.01% 3177
2022
Q3 		$3.47M Buy
71,759
+26,356
+58% +$1.42M ﹤0.01% 3792
2022
Q2 		$1.83M Buy
+45,403
New +$2.4M ﹤0.01% 5098
2022
Q1 		– Sell
-34,462
Closed -$2.03M – 13350
2021
Q4 		$2.24M Buy
+34,462
New +$2.14M ﹤0.01% 5251

Other funds holding GFS

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Jeff Yass's GFS Position: Q2 2026 in Review

Jeff Yass increased its GlobalFoundries (GFS) stake by 527% in Q2 2026, buying an estimated $24.2M and bringing the position to 411,923 shares worth $33.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Jeff Yass first reported a position in GFS in Q4 2021 and has held it in 17 quarters since. The position peaked at $89.7M in Q3 2025. 441 funds tracked by Wall St. Rank hold GFS as of Q2 2026.

  • Jeff Yass held 411,923 shares of GlobalFoundries worth $33.9M as of Q2 2026.
  • Jeff Yass bought 346,194 GlobalFoundries shares in Q2 2026, an estimated $24.2M.
  • GlobalFoundries made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1895 holding.
  • Jeff Yass first reported a position in GlobalFoundries in Q4 2021 and has held it in 17 quarters since.
  • Jeff Yass's GlobalFoundries position peaked at $89.7M in Q3 2025.
  • 441 funds tracked by Wall St. Rank held GlobalFoundries as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.