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 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	96.36%	1

Other funds holding GFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mubadala Investment Company's GFS Position: Q1 2026 in Review

Mubadala Investment Company reduced its GlobalFoundries (GFS) stake by 6.1% in Q1 2026, selling an estimated $1.21B and leaving 423,042,773 shares worth $18.8B. The position accounts for 91.83% of the portfolio, ranked #1.

Mubadala Investment Company first reported a position in GFS in Q4 2023 and has held it in 10 quarters since. The position peaked at $28.5B in Q4 2023. 348 funds tracked by Wall St. Rank hold GFS as of Q1 2026.

Mubadala Investment Company held 423,042,773 shares of GlobalFoundries worth $18.8B as of Q1 2026.
Mubadala Investment Company sold 27,344,840 GlobalFoundries shares in Q1 2026, an estimated $1.21B.
GlobalFoundries made up 91.83% of Mubadala Investment Company's portfolio in Q1 2026, its #1 holding.
Mubadala Investment Company first reported a position in GlobalFoundries in Q4 2023 and has held it in 10 quarters since.
Mubadala Investment Company's GlobalFoundries position peaked at $28.5B in Q4 2023.
348 funds tracked by Wall St. Rank held GlobalFoundries as of Q1 2026.

Based on Mubadala Investment Company's 13F filing for Q1 2026, filed 15 May 2026.