Qsemble Capital Management’s GlobalFoundries GFS Stock Holding History

Qsemble Capital Management’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	$3.28M	Buy	+73,678	New	+$3.25M	0.25%	141
2025 Q3	–	Sell	-103,359	Closed	-$3.95M	–	516
2025 Q2	$3.95M	Buy	+103,359	New	+$3.75M	0.38%	90
2025 Q1	–	Sell	-44,869	Closed	-$1.93M	–	492
2024 Q4	$1.93M	Buy	+44,869	New	+$1.88M	0.26%	136
2023 Q2	–	Sell	-3,100	Closed	-$224K	–	258
2023 Q1	$224K	Buy	+3,100	New	+$196K	0.15%	210

Other funds holding GFS

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

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

Qsemble Capital Management's GFS Position: Q1 2026 in Review

Qsemble Capital Management opened a new position in GlobalFoundries (GFS) in Q1 2026: 73,678 shares worth $3.28M. The stake represents 0.25% of the portfolio and ranks #141 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in GFS as recently as Q2 2025.

Qsemble Capital Management first reported a position in GFS in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.95M in Q2 2025. 347 funds tracked by Wall St. Rank hold GFS as of Q1 2026.

Qsemble Capital Management held 73,678 shares of GlobalFoundries worth $3.28M as of Q1 2026.
GlobalFoundries was a new Qsemble Capital Management position in Q1 2026.
GlobalFoundries made up 0.25% of Qsemble Capital Management's portfolio in Q1 2026, its #141 holding.
Qsemble Capital Management first reported a position in GlobalFoundries in Q1 2023 and has held it in 4 quarters since.
Qsemble Capital Management's GlobalFoundries position peaked at $3.95M in Q2 2025.
347 funds tracked by Wall St. Rank held GlobalFoundries as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.