§ 13F · FUND PROFILE
Mubadala Investment Co PJSC.
AUM · $34.8B (13F)Positions · 72Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$232M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GFS | GLOBALFOUNDRIES INC | 399.57M | $32.9B | 94.7% | −6% |
| 2 | IBIT | ISHARES BITCOIN TRUST ETF | 14.72M | $490M | 1.4% | ±0% |
| 3 | ARM | ARM HOLDINGS PLC | 902K | $320M | 0.9% | −34% |
| 4 | OTF | BLUE OWL TECHNOLOGY FIN CORP | 29.79M | $308M | 0.9% | +2% |
| 5 | NEXT | NEXTDECADE CORP | 14.21M | $107M | 0.3% | ±0% |
| 6 | KLAR | KLARNA GROUP PLC | 2.99M | $61M | 0.2% | ±0% |
| 7 | MU | MICRON TECHNOLOGY INC | 45K | $52M | 0.2% | +3% |
| 8 | QNT | QUANTINUUM INC | 450K | $37M | 0.1% | NEW |
| 9 | ARIS | ARIS MINING CORPORATION | 1.74M | $26M | 0.1% | ±0% |
| 10 | SNDK | SANDISK CORP | 11K | $25M | 0.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUBADALA SIGNAL
AC read
Mubadala Investment Co PJSC is a Other fund managing $34.8 billion in assets. The fund runs a portfolio of 72 positions.
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