GLOBALFOUNDRIES Inc. (GFS) Smart Money Holdings (13F, Q2 2026)

GFS ranks #1361 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

GFS is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

GFS is a top-conviction position for Mubadala Investment Co PJSC — at 94.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Mubadala Investment Co PJSC has added to its GFS position for two straight quarters, increasing it by $17.2B to reach $32.9B today.

Hrt Financial LP has trimmed its GFS position for two straight quarters, cutting it by $54.8M while still holding $8.2M.

GFS is down 3.4% today, and institutions have been net sellers of $201.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

GFS posted net income of $888.0M over the trailing twelve months.

• Profitable — net income of $888.0M over the trailing twelve months
• Revenue grew 0.6% year over year
• Net income improved year over year, from -$262.0M to $888.0M
• Generated $1.7B in positive operating cash flow
• Current ratio of 2.62x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.43x equity — within a conventional range