Mubadala Investment Company’s GlobalFoundries GFS Stock Holding History

Mubadala Investment Company’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	$32.9B	Sell	399,573,756 -23,469,017	-6%	-$1.64B	94.7%	1
2026 Q1	$18.8B	Sell	423,042,773 -27,344,840	-6%	-$1.21B	91.83%	1
2025 Q4	$15.7B	Hold	450,387,613	–	–	89.97%	1
2025 Q3	$16.1B	Hold	450,387,613	–	–	90.08%	1
2025 Q2	$17.2B	Hold	450,387,613	–	–	90.56%	1
2025 Q1	$16.6B	Hold	450,387,613	–	–	94.39%	1
2024 Q4	$19.3B	Hold	450,387,613	–	–	94.51%	1
2024 Q3	$18.1B	Sell	450,387,613 -19,114,381	-4%	-$887M	96.27%	1
2024 Q2	$23.7B	Hold	469,501,994	–	–	95.96%	1
2024 Q1	$24.5B	Hold	469,501,994	–	–	95.84%	1
2023 Q4	$28.5B	Buy	+469,501,994	New	+$26B	86.26%	1

Other funds holding GFS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mubadala Investment Company's GFS Position: Q2 2026 in Review

Mubadala Investment Company reduced its GlobalFoundries (GFS) stake by 5.5% in Q2 2026, selling an estimated $1.64B and leaving 399,573,756 shares worth $32.9B. The position accounts for 94.7% of the portfolio, ranked #1.

Mubadala Investment Company first reported a position in GFS in Q4 2023 and has held it in 11 quarters since. 443 funds tracked by Wall St. Rank hold GFS as of Q2 2026.

Mubadala Investment Company held 399,573,756 shares of GlobalFoundries worth $32.9B as of Q2 2026.
Mubadala Investment Company sold 23,469,017 GlobalFoundries shares in Q2 2026, an estimated $1.64B.
GlobalFoundries made up 94.7% of Mubadala Investment Company's portfolio in Q2 2026, its #1 holding.
Mubadala Investment Company first reported a position in GlobalFoundries in Q4 2023 and has held it in 11 quarters since.
443 funds tracked by Wall St. Rank held GlobalFoundries as of Q2 2026.

Based on Mubadala Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.