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SEC Form 13F-HR

Mubadala Investment Co PJSC

The latest available 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 14, 2026. Quarter-end snapshot, not a live trade.

Disclosed 13F value

$34.8B

sum of reported positions

Reported positions

Changes vs prior quarter

33 new · 33 exited

Filings on record

Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024

Track record

Too early to judge this fund, and we would rather say so than guess. 3 positions are old enough to measure so far, over 3 quarters of filings; OQRO shows a result only from 20 measured positions and 3 quarters (it needs 17 more positions). It will appear here by itself as filings age.

Measured on each position this fund reported as new or larger, from the first close after the filing became public, against the S&P 500, 90 days later. Sales are not scored. History, not a forecast; it shows what the stocks did, not what the fund knew.

Reported portfolio · 9 quarters

+69.7% vs last quarter

Total value of the 13F each quarter. It moves with prices as well as with what the fund bought or sold, so a rise is not necessarily a purchase.

Quarter by quarter

Where the money is

top 5 = 98% · top 1 = 95%

Globalfoundries94.7%
ISHARES BITCOIN TRUST ETF1.4%
Arm Holdings0.9%
Blue Owl Technology Finance0.9%

25 largest holdings · Q2 2026

weights are within the disclosed 13F portfolio

Company	Shares	Value	Weight
Globalfoundries	400M	$32.9B	94.7%
ISHARES BITCOIN TRUST ETF	14.7M	$490M	1.4%
Arm Holdings	902K	$320M	0.9%
Blue Owl Technology Finance	29.8M	$308M	0.9%

Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology

How this filing works

SEC Form 13F

	Q1 2026	Q2 2026
Reported value	$20.5B	$34.8B
Positions	72	72
Biggest line	—	Globalfoundries 95%