Rheos Capital Works’s GlobalFoundries GFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-263,000
Closed -$11.3M 82
2024
Q4
$11.3M Hold
263,000
0.63% 56
2024
Q3
$10.6M Hold
263,000
0.55% 67
2024
Q2
$13.3M Hold
263,000
0.7% 47
2024
Q1
$13.7M Sell
263,000
-63,000
-19% -$3.28M 0.66% 45
2023
Q4
$19.8M Hold
326,000
1.09% 25
2023
Q3
$19M Buy
326,000
+134,000
+70% +$7.8M 1.14% 27
2023
Q2
$12.4M Buy
192,000
+40,000
+26% +$2.58M 0.67% 47
2023
Q1
$11M Buy
+152,000
New +$11M 0.61% 61