Mubadala Investment Co PJSC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Mubadala Investment Co PJSC reported 18 stock positions worth $24.7 billion. Its top holding was Globalfoundries (GFS) at 96.0% of the portfolio, followed by Arm Holdings PLC-ADR (ARM, 1.0%) and Full Truck Alliance -SPN ADR (YMM, 0.5%). Compared with Q1 2024, it opened 2 new positions and sold out of 2. The biggest buy was a new position in Aris Mining (ARIS) and the biggest sale an exit from BlackRock Finance (BLK).
- Most Recent 13F
- Q2 2026
- Location
- Abu Dhabi, C0
- CIK
- 0001704268
- Portfolio Value
- $24.7B (Q2 2024)
- SEC Filing
- 0001085146-24-003765 ↗ filed Aug 13, 2024
Holdings Value
Holdings 18 stocks · $24.7B
| GFS Globalfoundries Inc. | 95.96% | 469,501,994 | $23.7B | No change |
| ARM Arm Holdings PLC-ADR | 0.99% | 1,501,960 | $245.8M | No change |
| YMM Full Truck Alliance -SPN ADR | 0.55% | 16,776,591 | $134.9M | No change |
| CERT Certara Inc. | 0.54% | 9,615,384 | $133.2M | No change |
| NEXT Nextdecade Corp. | 0.46% | 14,206,376 | $112.8M | No change |
| RXRX Recursion Pharmaceuticals-A | 0.39% | 12,985,927 | $97.4M | No change |
| EDR Endeavor Group Hold Class A | 0.24% | 2,232,747 | $60.4M | No change |
| ARIS Aris Mining Corp. filed as ARIS MNG CORP | 0.24% | 15,750,000 | $59.5M | New |
| DLR Digital Realty Trust Inc. | 0.13% | 209,359 | $31.8M | No change |
| CPNG Coupang Inc. | 0.12% | 1,428,571 | $29.9M | No change |
| TWKS Thoughtworks Holding Inc. | 0.09% | 7,777,762 | $22.1M | No change |
| EVO Evotec SE - Spon ADR | 0.09% | 4,597,701 | $22.1M | No change |
| DOCN Digitalocean Holdings Inc. | 0.08% | 596,363 | $20.7M | No change |
| RVMD Revolution Medicines Inc. | 0.04% | 278,000 | $10.8M | No change |
| NBIS Nebius Group NV filed as YANDEX N V | 0.04% | 539,751 | $10.2M | No change |
| OM Outset Medical Inc. | 0.02% | 1,440,601 | $5.5M | No change |
| DELL Dell Technologies -C | 0.01% | 13,641 | $1.9M | New |
| EVVAQ Enviva LLC | 0.00% | 472,529 | $203K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $111K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GDEV INC | *W EXP 99/99/999 | 2,219,970 | $111K | No change |
Total filed on the 13F, all lines: $24.7B.
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 71 | $34.8B | GFS, IBIT, ARM, OTF, NEXT |
| Q1 2026 | 71 | $20.5B | GFS, IBIT, OTF, ARM, NEXT |
| Q4 2025 | 63 | $17.5B | GFS, IBIT, OTF, ARM, KLAR |
| Q3 2025 | 57 | $17.9B | GFS, IBIT, OTF, ARM, KLAR |
| Q2 2025Amended | 54 | $19.0B | GFS, IBIT, OTF, ARM, NEXT |
| Q1 2025 | 53 | $17.6B | GFS, IBIT, ARM, NEXT, ARIS |
| Q4 2024 | 54 | $20.4B | GFS, IBIT, ARM, NEXT, RXRX |
| Q3 2024 | 13 | $18.8B | GFS, ARM, CERT, RXRX, ARIS |
| Q2 2024 | 18 | $24.7B | GFS, ARM, YMM, CERT, NEXT |
| Q1 2024 | 18 | $25.5B | GFS, ARM, CERT, BLK, RXRX |