Mubadala Investment Co PJSC

Est. AUM

$20.49B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GLOBALFOUNDRIES INC	ORDINARY SHARES	$18.82B	423042773	91.83%	SOLE
2	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$565.6M	14721917	2.76%	SOLE
3	BLUE OWL TECHNOLOGY FIN CORP	COMMON STOCK	$360.9M	29130491	1.76%	SOLE
4	ARM HOLDINGS PLC	SPONSORED ADS	$208.3M	1376960	1.02%	SOLE
5	NEXTDECADE CORP	COM	$108.8M	14206376	0.53%	SOLE
6	KLARNA GROUP PLC	SHS	$39.2M	2991658	0.19%	SOLE
7	ARIS MINING CORPORATION	COM	$32.3M	1739130	0.16%	SOLE
8	MICRON TECHNOLOGY INC	COM	$14.9M	44135	0.07%	SOLE
9	BRISTOL-MYERS SQUIBB CO	COM	$14.2M	233437	0.07%	SOLE
10	IONQ INC	COM	$12.4M	428520	0.06%	SOLE
11	BROADCOM INC	COM	$12.2M	39550	0.06%	SOLE
12	KEYCORP	COM	$12.0M	599896	0.06%	SOLE
13	WESTERN DIGITAL CORP	COM	$11.9M	43980	0.06%	SOLE
14	EVOTEC AG	SPONSORED ADS	$11.5M	4597701	0.06%	SOLE
15	QUANTUM COMPUTING INC	COM	$10.9M	1587350	0.05%	SOLE
16	TEXAS INSTRS INC	COM	$10.8M	55429	0.05%	SOLE
17	D-WAVE QUANTUM INC	COM	$10.7M	744840	0.05%	SOLE
18	PALANTIR TECHNOLOGIES INC	CL A	$10.0M	68146	0.05%	SOLE
19	LAM RESEARCH CORP	COM NEW	$9.9M	46175	0.05%	SOLE
20	SHOPIFY INC	CL A SUB VTG SHS	$9.8M	82302	0.05%	SOLE
21	ASML HLDG NV	N Y REGISTRTY SHS	$9.7M	7371	0.05%	SOLE
22	APPLE INC	COM	$9.7M	38034	0.05%	SOLE
23	RIGETTI COMPUTING INC	COMMON STOCK	$8.7M	619552	0.04%	SOLE
24	AERCAP HOLDINGS NV	SHS	$8.1M	58689	0.04%	SOLE
25	KINROSS GOLD CORP	COM	$7.7M	253289	0.04%	SOLE
26	BARRICK MNG CORP	COM SHS	$6.9M	170166	0.03%	SOLE
27	CHIME FINL INC	COM SHS CL A	$6.8M	361952	0.03%	SOLE
28	GDEV INC	ORD SHS NEW	$5.2M	374076	0.03%	SOLE
29	GILEAD SCIENCES INC	COM	$5.2M	36993	0.03%	SOLE
30	FEDEX CORP	COM	$5.1M	14322	0.02%	SOLE
31	MERCK & CO INC	COM	$4.7M	39424	0.02%	SOLE
32	CUMMINS INC	COM	$4.4M	8227	0.02%	SOLE
33	NEWMONT CORP	COM	$4.4M	40289	0.02%	SOLE
34	ABBVIE INC	COM	$4.3M	19802	0.02%	SOLE
35	THE CIGNA GROUP	COM	$4.1M	15527	0.02%	SOLE
36	MATCH GROUP INC NEW	COM	$4.1M	134574	0.02%	SOLE
37	GENERAL DYNAMICS CORP	COM	$4.1M	11983	0.02%	SOLE
38	UNITED PARCEL SVCS INC	CL B	$4.1M	41698	0.02%	SOLE
39	US BANCORP	COM NEW	$4.0M	75983	0.02%	SOLE
40	CVS HEALTH CORP	COM	$3.9M	54800	0.02%	SOLE
41	MEDTRONIC PLC	SHS	$3.8M	44096	0.02%	SOLE
42	INVESCO LTD	SHS	$3.8M	156035	0.02%	SOLE
43	AMERICAN INTL GROUP INC	COM NEW	$3.7M	49756	0.02%	SOLE
44	ZEBRA TECHNOLOGIES CORPORATI	CL A	$3.6M	17243	0.02%	SOLE
45	SKYWORKS SOLUTIONS INC	COM	$3.6M	66562	0.02%	SOLE
46	SOLVENTUM CORP	COM SHS	$3.5M	53208	0.02%	SOLE
47	ENERSYS	COM	$3.4M	19825	0.02%	SOLE
48	UNIVERSAL HLTH SVCS INC	CL B	$3.4M	19212	0.02%	SOLE
49	ENVISTA HOLDINGS CORPORATION	COM	$3.4M	132106	0.02%	SOLE
50	MSC INDL DIRECT INC	CL A	$3.3M	35966	0.02%	SOLE

1–50 of 72

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.