Which hedge funds own GFS? GLOBALFOUNDRIES INC, Q2 2026 13F holders
65 tracked hedge funds disclosed a position in GFS (GLOBALFOUNDRIES INC) in their Q2 2026 13F filings, worth $1.9bn in total. The largest holder by portfolio weight is 3G Capital Partners LP at 4.4% of its book. 25 opened a new position this quarter: 3G Capital Partners LP, Alta Park Capital, LP, Potrero Capital Research LLC, Mozayyx Management LLC. 13 exited: Slate Path Capital LP, Burkehill Global Management, LP, Ghisallo Capital Management LLC.
- 65
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 25
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $180m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $442m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.9bn
- Combined value Sum of the holders' reported positions in the security.
- 5.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Slate Path Capital LP | 3.3% | $224m |
| Burkehill Global Management, LP | 2.8% | $57.2m |
| Ghisallo Capital Management LLC | 2.2% | $80.1m |
| Atreides Management, LP | 0.5% | $21.1m |
| Junto Capital Management LP | 0.5% | $22.3m |
| Soros Fund Management | 0.3% | $19.8m |
| Qsemble Capital Management, LP | 0.3% | $3.3m |
| AlphaGrep UK Ltd | 0.2% | $813k |
| Polymer Capital Management (HK) LTD | 0.2% | $1.2m |
| Davidson Kempner Capital Management LP | 0.1% | $6.7m |
| Farallon Capital Management, L.L.C. | 0.03% | $4.7m |
| ExodusPoint Capital Management, LP | 0.0% | $470k |
| Quarry LP | 0.0% | $3.8k |
Ownership over time
Who discovered GFS first? Beta
| Matrix Capital Management Company, LP high conviction | Q1 2025 | +3.1 pts |
| ArrowMark Colorado Holdings LLC | Q4 2021 | +0.6 pts |
| Arosa Capital Management LP | Q2 2022 | +0.3 pts |
| Alight Capital Management LP | Q1 2022 | +0.1 pts |
| Meridiem Capital Partners LP | Q1 2025 | 0.0 pts |
| Greenland Capital Management LP | Q4 2024 | −0.2 pts |
| Ghisallo Capital Management LLC | Q4 2022 | −0.3 pts |
| Maytus Capital Management, LLC | Q2 2024 | −0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.