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GLOBALFOUNDRIES Inc.

GFS Technology
$47.86 +$0.08 (0.17%)
Market Cap: $26.26 B
Gurus Holding
4
Popularity Rank
#2359
% of Shares Held
0.51%
Net Activity (Q2 2026)
-$78.7 M

Guru Ownership Trend

Guru Analysis for GLOBALFOUNDRIES Inc. (GFS)

GLOBALFOUNDRIES Inc. (GFS), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $134.81 M.

Top institutional holders include Cliff Asness and Paul Tudor Jones.

Institutional sentiment is currently Bearish. This is evidenced by a $78.7 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 89.6%.

Key Holders

Top 5 by Value

$174.45 M
$37.85 M
$18.97 M
$649,638

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$38.57 M
Total Buy Value
New Buys 0
Additions 2
-$117.27 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for GLOBALFOUNDRIES Inc. (GFS)

Major holders include Cliff Asness ($174.45 M), Paul Tudor Jones ($37.85 M), Joel Greenblatt ($18.97 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.82 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $78.7 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited GFS. The total reported sell value was $117.27 M.

Yes, 0 managers opened new positions in GFS, and 2 increased their existing holdings. The total reported buy value was $38.57 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -34.3% 2,119,474 $174.45 M Q2 2026
0.05% Add 2178.5% 459,322 $37.85 M Q2 2026
0.04% Add 14.4% 230,167 $18.97 M Q2 2026
0.00% Reduce -89.6% 7,883 $649,638 Q2 2026
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