Filed: 11/14/2025ACC: 0001011438-25-000551
📋 What this filing means
MUBADALA INVESTMENT CO PJSC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $17.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$17.92B
Total AUM (reported)
539.43M
Total Shares
Allocation by class
ORDINARY SHARES$16.14B90.1%
SHS BEN INT$567.25M3.2%
COMMON STOCK$402.58M2.2%
SPONSORED ADS$334.19M1.9%
COM$255.52M1.4%
SHS$114.31M0.6%
CL A$74.24M0.4%
Portfolio Concentration
Top 3$17.11B95.5%
4–10$603.66M3.4%
11–25$108.24M0.6%
Rest$96.26M0.5%
Top 3 weight
95.5%
Top 10 weight
98.9%
Voting Authority Distribution
Total shares with voting rights: 539.43M
Sole
Full voting authority
530.25M
shares
% of voting shares98.3%
Shared
Joint voting authority
9.17M
shares
% of voting shares1.7%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole56
Shared0
Other2
Dominant voting typeSole · 98.3% of voting shares
Institutional Holdings58
Rows:
GLOBALFOUNDRIES INC
SOLEShares450.39M
TypeSH
Market value$16.14B
90.08%
Sole
450.39M
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares8.73M
TypeSH
Market value$567.25M
3.17%
Sole
8.73M
Shared
0.00
None
0.00
BLUE OWL TECHNOLOGY FIN CORP
SOLEShares29.13M
TypeSH
Market value$402.58M
2.25%
Sole
29.13M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares1.50M
TypeSH
Market value$212.51M
1.19%
Sole
1.50M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares2.99M
TypeSH
Market value$109.64M
0.61%
Sole
2.99M
Shared
0.00
None
0.00
NEXTDECADE CORP
SOLEShares14.21M
TypeSH
Market value$96.46M
0.54%
Sole
14.21M
Shared
0.00
None
0.00
WERIDE INC
OTRShares8.05M
TypeSH
Market value$79.68M
0.44%
Sole
0.00
Shared
8.05M
None
0.00
RECURSION PHARMACEUTICALS IN
SOLEShares12.99M
TypeSH
Market value$63.37M
0.35%
Sole
12.99M
Shared
0.00
None
0.00
PONY AI INC
OTRShares1.13M
TypeSH
Market value$25.31M
0.14%
Sole
0.00
Shared
1.13M
None
0.00
EVOTEC AG
SOLEShares4.60M
TypeSH
Market value$16.69M
0.09%
Sole
4.60M
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares146.40K
TypeSH
Market value$12.34M
0.07%
Sole
146.40K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares127.64K
TypeSH
Market value$9.62M
0.05%
Sole
127.64K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares18.55K
TypeSH
Market value$9.26M
0.05%
Sole
18.55K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares256.31K
TypeSH
Market value$9.15M
0.05%
Sole
256.31K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares76.84K
TypeSH
Market value$8.53M
0.05%
Sole
76.84K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares181.67K
TypeSH
Market value$8.19M
0.05%
Sole
181.67K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares70.14K
TypeSH
Market value$8.03M
0.04%
Sole
70.14K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares22.67K
TypeSH
Market value$8.00M
0.04%
Sole
22.67K
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares361.95K
TypeSH
Market value$7.30M
0.04%
Sole
361.95K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares41K
TypeSH
Market value$5.49M
0.03%
Sole
41K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares55.50K
TypeSH
Market value$4.79M
0.03%
Sole
55.50K
Shared
0.00
None
0.00
GLOBE LIFE INC
SOLEShares33.10K
TypeSH
Market value$4.73M
0.03%
Sole
33.10K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares21.40K
TypeSH
Market value$4.38M
0.02%
Sole
21.40K
Shared
0.00
None
0.00
MATCH GROUP INC NEW
SOLEShares122.90K
TypeSH
Market value$4.34M
0.02%
Sole
122.90K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares48.61K
TypeSH
Market value$4.08M
0.02%
Sole
48.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBALFOUNDRIES INCSOLE | ORDINARY SHARES | 450.39M | SH | $16.14B 90.08% | 450.39M | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 8.73M | SH | $567.25M 3.17% | 8.73M | 0.00 | 0.00 |
BLUE OWL TECHNOLOGY FIN CORPSOLE | COMMON STOCK | 29.13M | SH | $402.58M 2.25% | 29.13M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 1.50M | SH | $212.51M 1.19% | 1.50M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 2.99M | SH | $109.64M 0.61% | 2.99M | 0.00 | 0.00 |
NEXTDECADE CORPSOLE | COM | 14.21M | SH | $96.46M 0.54% | 14.21M | 0.00 | 0.00 |
WERIDE INCOTR | SPONSORED ADS | 8.05M | SH | $79.68M 0.44% | 0.00 | 8.05M | 0.00 |
RECURSION PHARMACEUTICALS INSOLE | CL A | 12.99M | SH | $63.37M 0.35% | 12.99M | 0.00 | 0.00 |
PONY AI INCOTR | SPONSORED ADS | 1.13M | SH | $25.31M 0.14% | 0.00 | 1.13M | 0.00 |
EVOTEC AGSOLE | SPONSORED ADS | 4.60M | SH | $16.69M 0.09% | 4.60M | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 146.40K | SH | $12.34M 0.07% | 146.40K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 127.64K | SH | $9.62M 0.05% | 127.64K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 18.55K | SH | $9.26M 0.05% | 18.55K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 256.31K | SH | $9.15M 0.05% | 256.31K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 76.84K | SH | $8.53M 0.05% | 76.84K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 181.67K | SH | $8.19M 0.05% | 181.67K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 70.14K | SH | $8.03M 0.04% | 70.14K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 22.67K | SH | $8.00M 0.04% | 22.67K | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 361.95K | SH | $7.30M 0.04% | 361.95K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 41K | SH | $5.49M 0.03% | 41K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 55.50K | SH | $4.79M 0.03% | 55.50K | 0.00 | 0.00 |
GLOBE LIFE INCSOLE | COM | 33.10K | SH | $4.73M 0.03% | 33.10K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 21.40K | SH | $4.38M 0.02% | 21.40K | 0.00 | 0.00 |
MATCH GROUP INC NEWSOLE | COM | 122.90K | SH | $4.34M 0.02% | 122.90K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 48.61K | SH | $4.08M 0.02% | 48.61K | 0.00 | 0.00 |
Page 1 of 3