Filed: 5/15/2026ACC: 0001140361-26-021535
📋 What this filing means
MUBADALA INVESTMENT CO PJSC filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $20.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$20.49B
Total AUM (reported)
503.52M
Total Shares
Allocation by class
ORDINARY SHARES$18.82B91.8%
SHS BEN INT$565.62M2.8%
COMMON STOCK$371.41M1.8%
COM$365.19M1.8%
SPONSORED ADS$219.80M1.1%
SHS$57.87M0.3%
COM NEW$17.56M0.1%
Portfolio Concentration
Top 3$19.74B96.3%
4–10$430.01M2.1%
11–25$153.51M0.7%
Rest$164.64M0.8%
Top 3 weight
96.3%
Top 10 weight
98.4%
Voting Authority Distribution
Total shares with voting rights: 503.52M
Sole
Full voting authority
503.52M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:
GLOBALFOUNDRIES INC
SOLEShares423.04M
TypeSH
Market value$18.82B
91.83%
Sole
423.04M
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares14.72M
TypeSH
Market value$565.62M
2.76%
Sole
14.72M
Shared
0.00
None
0.00
BLUE OWL TECHNOLOGY FIN CORP
SOLEShares29.13M
TypeSH
Market value$360.93M
1.76%
Sole
29.13M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares1.38M
TypeSH
Market value$208.31M
1.02%
Sole
1.38M
Shared
0.00
None
0.00
NEXTDECADE CORP
SOLEShares14.21M
TypeSH
Market value$108.82M
0.53%
Sole
14.21M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares2.99M
TypeSH
Market value$39.16M
0.19%
Sole
2.99M
Shared
0.00
None
0.00
ARIS MINING CORPORATION
SOLEShares1.74M
TypeSH
Market value$32.30M
0.16%
Sole
1.74M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares44.13K
TypeSH
Market value$14.91M
0.07%
Sole
44.13K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares233.44K
TypeSH
Market value$14.16M
0.07%
Sole
233.44K
Shared
0.00
None
0.00
IONQ INC
SOLEShares428.52K
TypeSH
Market value$12.35M
0.06%
Sole
428.52K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares39.55K
TypeSH
Market value$12.24M
0.06%
Sole
39.55K
Shared
0.00
None
0.00
KEYCORP
SOLEShares599.90K
TypeSH
Market value$12.03M
0.06%
Sole
599.90K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares43.98K
TypeSH
Market value$11.90M
0.06%
Sole
43.98K
Shared
0.00
None
0.00
EVOTEC AG
SOLEShares4.60M
TypeSH
Market value$11.49M
0.06%
Sole
4.60M
Shared
0.00
None
0.00
QUANTUM COMPUTING INC
SOLEShares1.59M
TypeSH
Market value$10.87M
0.05%
Sole
1.59M
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares55.43K
TypeSH
Market value$10.76M
0.05%
Sole
55.43K
Shared
0.00
None
0.00
D-WAVE QUANTUM INC
SOLEShares744.84K
TypeSH
Market value$10.75M
0.05%
Sole
744.84K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares68.15K
TypeSH
Market value$9.97M
0.05%
Sole
68.15K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares46.17K
TypeSH
Market value$9.87M
0.05%
Sole
46.17K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares82.30K
TypeSH
Market value$9.76M
0.05%
Sole
82.30K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares7.37K
TypeSH
Market value$9.74M
0.05%
Sole
7.37K
Shared
0.00
None
0.00
APPLE INC
SOLEShares38.03K
TypeSH
Market value$9.65M
0.05%
Sole
38.03K
Shared
0.00
None
0.00
RIGETTI COMPUTING INC
SOLEShares619.55K
TypeSH
Market value$8.70M
0.04%
Sole
619.55K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares58.69K
TypeSH
Market value$8.05M
0.04%
Sole
58.69K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares253.29K
TypeSH
Market value$7.73M
0.04%
Sole
253.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBALFOUNDRIES INCSOLE | ORDINARY SHARES | 423.04M | SH | $18.82B 91.83% | 423.04M | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 14.72M | SH | $565.62M 2.76% | 14.72M | 0.00 | 0.00 |
BLUE OWL TECHNOLOGY FIN CORPSOLE | COMMON STOCK | 29.13M | SH | $360.93M 1.76% | 29.13M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 1.38M | SH | $208.31M 1.02% | 1.38M | 0.00 | 0.00 |
NEXTDECADE CORPSOLE | COM | 14.21M | SH | $108.82M 0.53% | 14.21M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 2.99M | SH | $39.16M 0.19% | 2.99M | 0.00 | 0.00 |
ARIS MINING CORPORATIONSOLE | COM | 1.74M | SH | $32.30M 0.16% | 1.74M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 44.13K | SH | $14.91M 0.07% | 44.13K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 233.44K | SH | $14.16M 0.07% | 233.44K | 0.00 | 0.00 |
IONQ INCSOLE | COM | 428.52K | SH | $12.35M 0.06% | 428.52K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 39.55K | SH | $12.24M 0.06% | 39.55K | 0.00 | 0.00 |
KEYCORPSOLE | COM | 599.90K | SH | $12.03M 0.06% | 599.90K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 43.98K | SH | $11.90M 0.06% | 43.98K | 0.00 | 0.00 |
EVOTEC AGSOLE | SPONSORED ADS | 4.60M | SH | $11.49M 0.06% | 4.60M | 0.00 | 0.00 |
QUANTUM COMPUTING INCSOLE | COM | 1.59M | SH | $10.87M 0.05% | 1.59M | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 55.43K | SH | $10.76M 0.05% | 55.43K | 0.00 | 0.00 |
D-WAVE QUANTUM INCSOLE | COM | 744.84K | SH | $10.75M 0.05% | 744.84K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 68.15K | SH | $9.97M 0.05% | 68.15K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 46.17K | SH | $9.87M 0.05% | 46.17K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 82.30K | SH | $9.76M 0.05% | 82.30K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRTY SHS | 7.37K | SH | $9.74M 0.05% | 7.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 38.03K | SH | $9.65M 0.05% | 38.03K | 0.00 | 0.00 |
RIGETTI COMPUTING INCSOLE | COMMON STOCK | 619.55K | SH | $8.70M 0.04% | 619.55K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 58.69K | SH | $8.05M 0.04% | 58.69K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 253.29K | SH | $7.73M 0.04% | 253.29K | 0.00 | 0.00 |
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