Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mubadala Investment Co PJSC (CIK 1704268) reported $20.49B across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GFS ($18.82B, 91.83%), IBIT ($565.6M, 2.76%), OTF ($360.9M, 1.76%), ARM ($208.3M, 1.02%), NEXT ($108.8M, 0.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GFS | GLOBALFOUNDRIES INC | $18.82B | 91.83% | 423.0M | Trimmed |
| 2 | IBIT | ISHARES BITCOIN TRUST ETF | $565.6M | 2.76% | 14.7M | Added |
| 3 | OTF | BLUE OWL TECHNOLOGY FIN CORP | $360.9M | 1.76% | 29.1M | Hold |
| 4 | ARM | ARM HOLDINGS PLC | $208.3M | 1.02% | 1.4M | Hold |
| 5 | NEXT | NEXTDECADE CORP | $108.8M | 0.53% | 14.2M | Hold |
| 6 | KLARNA GROUP PLC | $39.2M | 0.19% | 3.0M | Hold | |
| 7 | ARMN | ARIS MINING CORPORATION | $32.3M | 0.16% | 1.7M | Hold |
| 8 | MU | MICRON TECHNOLOGY INC | $14.9M | 0.07% | 44,135 | Added |
| 9 | BMY | BRISTOL-MYERS SQUIBB CO | $14.2M | 0.07% | 233,437 | Trimmed |
| 10 | WDC | WESTERN DIGITAL CORP | $11.9M | 0.06% | 43,980 | New |
| 11 | AVGO | BROADCOM INC | $12.2M | 0.06% | 39,550 | New |
| 12 | KEY | KEYCORP | $12.0M | 0.06% | 599,896 | New |
| 13 | EVO | EVOTEC AG | $11.5M | 0.06% | 4.6M | Hold |
| 14 | IONQ | IONQ INC | $12.4M | 0.06% | 428,520 | Hold |
| 15 | TXN | TEXAS INSTRS INC | $10.8M | 0.05% | 55,429 | New |
| 16 | AAPL | APPLE INC | $9.7M | 0.05% | 38,034 | New |
| 17 | SHOP | SHOPIFY INC | $9.8M | 0.05% | 82,302 | New |
| 18 | LRCX | LAM RESEARCH CORP | $9.9M | 0.05% | 46,175 | New |
| 19 | ASML | ASML HLDG NV | $9.7M | 0.05% | 7,371 | New |
| 20 | QUBT | QUANTUM COMPUTING INC | $10.9M | 0.05% | 1.6M | Hold |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $10.0M | 0.05% | 68,146 | New |
| 22 | QBTS | D-WAVE QUANTUM INC | $10.7M | 0.05% | 744,840 | Hold |
| 23 | AER | AERCAP HOLDINGS NV | $8.1M | 0.04% | 58,689 | New |
| 24 | KGC | KINROSS GOLD CORP | $7.7M | 0.04% | 253,289 | Trimmed |
| 25 | RGTI | RIGETTI COMPUTING INC | $8.7M | 0.04% | 619,552 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31