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GLOBALFOUNDRIES Inc.

GFS Technology
$79.97 $-0.66 (-0.82%)
Market Cap: $43.86 B
Gurus Holding
6
Popularity Rank
#1635
% of Shares Held
0.73%
Net Activity (Q1 2026)
+$33.09 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $318.86 M.

Top institutional holders include Cliff Asness and George Soros.

Institutional sentiment is currently Bullish. This is evidenced by a $33.09 M net inflow during the quarter.

Recent activity highlights George Soros who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 86.9%.

Key Holders

Top 5 by Value

$140.03 M
$19.77 M
$8.95 M
$3.37 M
$925,184

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$39.03 M
Total Buy Value
New Buys 2
Additions 2
-$5.93 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for GLOBALFOUNDRIES Inc. (GFS)

Major holders include Cliff Asness ($140.03 M), George Soros ($19.77 M), Joel Greenblatt ($8.95 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.99 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $33.09 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited GFS. The total reported sell value was $5.93 M.

Yes, 2 managers opened new positions in GFS, and 2 increased their existing holdings. The total reported buy value was $39.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 12.6% 3,224,983 $140.03 M Q1 2026
0.22% New Buy 444,362 $19.77 M Q1 2026
0.03% Add 3.1% 201,260 $8.95 M Q1 2026
0.02% New Buy 75,660 $3.37 M Q1 2026
0.00% 20,800 $925,184 Q1 2026
0.00% Reduce -86.9% 20,159 $896,672 Q1 2026
Date
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Value
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