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John Overdeck’s GlobalFoundries GFS Stock Holding History

John Overdeck’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 		$282M Buy
3,417,505
+743,208
+28% +$51.9M 0.2% 105
2026
Q1 		$119M Buy
2,674,297
+830,030
+45% +$36.6M 0.1% 229
2025
Q4 		$64.4M Buy
1,844,267
+1,186,998
+181% +$42.2M 0.09% 286
2025
Q3 		$23.6M Buy
657,269
+622,480
+1,789% +$22.2M 0.04% 581
2025
Q2 		$1.33M Sell
34,789
-13,971
-29% -$507K ﹤0.01% 2081
2025
Q1 		$1.8M Sell
48,760
-167,746
-77% -$6.78M ﹤0.01% 1802
2024
Q4 		$9.29M Sell
216,506
-71,515
-25% -$3M 0.02% 784
2024
Q3 		$11.6M Sell
288,021
-454,334
-61% -$21.1M 0.03% 693
2024
Q2 		$37.5M Buy
742,355
+492,692
+197% +$24.7M 0.09% 272
2024
Q1 		$13M Buy
249,663
+138,599
+125% +$7.59M 0.03% 564
2023
Q4 		$6.73M Sell
111,064
-204,910
-65% -$11.4M 0.02% 843
2023
Q3 		$18.4M Buy
315,974
+187,941
+147% +$11.2M 0.05% 416
2023
Q2 		$8.27M Buy
128,033
+118,018
+1,178% +$7.14M 0.02% 713
2023
Q1 		$723K Buy
+10,015
New +$633K ﹤0.01% 2039
2022
Q4 		– Sell
-142,230
Closed -$6.88M – 2905
2022
Q3 		$6.88M Buy
+142,230
New +$7.66M 0.02% 631
2022
Q2 		– Sell
-235,130
Closed -$14.7M – 2668
2022
Q1 		$14.7M Buy
235,130
+223,075
+1,850% +$13.2M 0.04% 478
2021
Q4 		$783K Buy
+12,055
New +$748K ﹤0.01% 2779

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

John Overdeck's GFS Position: Q2 2026 in Review

John Overdeck increased its GlobalFoundries (GFS) stake by 28% in Q2 2026, buying an estimated $51.9M and bringing the position to 3,417,505 shares worth $282M. The position accounts for 0.2% of the portfolio, ranked #105.

John Overdeck first reported a position in GFS in Q4 2021 and has held it in 17 quarters since. 440 funds tracked by Wall St. Rank hold GFS as of Q2 2026.

  • John Overdeck held 3,417,505 shares of GlobalFoundries worth $282M as of Q2 2026.
  • John Overdeck bought 743,208 GlobalFoundries shares in Q2 2026, an estimated $51.9M.
  • GlobalFoundries made up 0.2% of John Overdeck's portfolio in Q2 2026, its #105 holding.
  • John Overdeck first reported a position in GlobalFoundries in Q4 2021 and has held it in 17 quarters since.
  • 440 funds tracked by Wall St. Rank held GlobalFoundries as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.