TwinBeech Capital’s GlobalFoundries GFS Stock Holding History

TwinBeech Capital’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	$765K	Buy	+9,284	New	+$649K	0.14%	176
2026 Q1	–	Sell	-38,071	Closed	-$1.33M	–	677
2025 Q4	$1.33M	Buy	+38,071	New	+$1.35M	0.09%	255
2024 Q4	–	Sell	-384,148	Closed	-$15.5M	–	726
2024 Q3	$15.5M	Buy	+384,148	New	+$17.8M	0.3%	98
2023 Q2	–	Sell	-163,251	Closed	-$11.8M	–	699
2023 Q1	$11.8M	Buy	163,251 +114,977	+238%	+$7.27M	0.24%	133
2022 Q4	$2.6M	Buy	+48,274	New	+$2.82M	0.05%	381

Other funds holding GFS

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

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

TwinBeech Capital's GFS Position: Q2 2026 in Review

TwinBeech Capital opened a new position in GlobalFoundries (GFS) in Q2 2026: 9,284 shares worth $765K. The stake represents 0.14% of the portfolio and ranks #176 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in GFS as recently as Q4 2025.

TwinBeech Capital first reported a position in GFS in Q4 2022 and has held it in 5 quarters since. The position peaked at $15.5M in Q3 2024. 443 funds tracked by Wall St. Rank hold GFS as of Q2 2026.

TwinBeech Capital held 9,284 shares of GlobalFoundries worth $765K as of Q2 2026.
GlobalFoundries was a new TwinBeech Capital position in Q2 2026.
GlobalFoundries made up 0.14% of TwinBeech Capital's portfolio in Q2 2026, its #176 holding.
TwinBeech Capital first reported a position in GlobalFoundries in Q4 2022 and has held it in 5 quarters since.
TwinBeech Capital's GlobalFoundries position peaked at $15.5M in Q3 2024.
443 funds tracked by Wall St. Rank held GlobalFoundries as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.