Filed: 8/14/2026ACC: 0001140361-26-032980
📋 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 $34.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$34.77B
Total AUM (reported)
476.10M
Total Shares
Allocation by class
ORDINARY SHARES$32.93B94.7%
SHS BEN INT$490.09M1.4%
COM$485.11M1.4%
COMMON STOCK$321.15M0.9%
SPONSORED ADS$319.81M0.9%
SHS$64.57M0.2%
COM NEW$39.28M0.1%
Portfolio Concentration
Top 3$33.74B97.0%
4–10$615.80M1.8%
11–25$218.71M0.6%
Rest$197.88M0.6%
Top 3 weight
97.0%
Top 10 weight
98.8%
Voting Authority Distribution
Total shares with voting rights: 476.10M
Sole
Full voting authority
476.10M
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
SOLEShares399.57M
TypeSH
Market value$32.93B
94.70%
Sole
399.57M
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares14.72M
TypeSH
Market value$490.09M
1.41%
Sole
14.72M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares901.96K
TypeSH
Market value$319.81M
0.92%
Sole
901.96K
Shared
0.00
None
0.00
BLUE OWL TECHNOLOGY FIN CORP
SOLEShares29.79M
TypeSH
Market value$308.30M
0.89%
Sole
29.79M
Shared
0.00
None
0.00
NEXTDECADE CORP
SOLEShares14.21M
TypeSH
Market value$107.12M
0.31%
Sole
14.21M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares2.99M
TypeSH
Market value$60.55M
0.17%
Sole
2.99M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares45.45K
TypeSH
Market value$52.46M
0.15%
Sole
45.45K
Shared
0.00
None
0.00
QUANTINUUM INC
SOLEShares449.50K
TypeSH
Market value$36.74M
0.11%
Sole
449.50K
Shared
0.00
None
0.00
ARIS MINING CORPORATION
SOLEShares1.74M
TypeSH
Market value$25.93M
0.07%
Sole
1.74M
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares10.86K
TypeSH
Market value$24.69M
0.07%
Sole
10.86K
Shared
0.00
None
0.00
IONQ INC
SOLEShares428.52K
TypeSH
Market value$22.82M
0.07%
Sole
428.52K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares43.53K
TypeSH
Market value$18.86M
0.05%
Sole
43.53K
Shared
0.00
None
0.00
D-WAVE QUANTUM INC
SOLEShares744.84K
TypeSH
Market value$17.87M
0.05%
Sole
744.84K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares8.54K
TypeSH
Market value$16.98M
0.05%
Sole
8.54K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares163.90K
TypeSH
Market value$16.96M
0.05%
Sole
163.90K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares92.17K
TypeSH
Market value$16.25M
0.05%
Sole
92.17K
Shared
0.00
None
0.00
QUANTUM COMPUTING INC
SOLEShares1.59M
TypeSH
Market value$15.40M
0.04%
Sole
1.59M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares65.33K
TypeSH
Market value$13.07M
0.04%
Sole
65.33K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares45.51K
TypeSH
Market value$12.55M
0.04%
Sole
45.51K
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares58.47K
TypeSH
Market value$12.48M
0.04%
Sole
58.47K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares212.76K
TypeSH
Market value$12.26M
0.04%
Sole
212.76K
Shared
0.00
None
0.00
RIGETTI COMPUTING INC
SOLEShares619.55K
TypeSH
Market value$11.97M
0.03%
Sole
619.55K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares124.43K
TypeSH
Market value$11.35M
0.03%
Sole
124.43K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares95.66K
TypeSH
Market value$11.16M
0.03%
Sole
95.66K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares21.99K
TypeSH
Market value$8.74M
0.03%
Sole
21.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBALFOUNDRIES INCSOLE | ORDINARY SHARES | 399.57M | SH | $32.93B 94.70% | 399.57M | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 14.72M | SH | $490.09M 1.41% | 14.72M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 901.96K | SH | $319.81M 0.92% | 901.96K | 0.00 | 0.00 |
BLUE OWL TECHNOLOGY FIN CORPSOLE | COMMON STOCK | 29.79M | SH | $308.30M 0.89% | 29.79M | 0.00 | 0.00 |
NEXTDECADE CORPSOLE | COM | 14.21M | SH | $107.12M 0.31% | 14.21M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 2.99M | SH | $60.55M 0.17% | 2.99M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 45.45K | SH | $52.46M 0.15% | 45.45K | 0.00 | 0.00 |
QUANTINUUM INCSOLE | CL A COM | 449.50K | SH | $36.74M 0.11% | 449.50K | 0.00 | 0.00 |
ARIS MINING CORPORATIONSOLE | COM | 1.74M | SH | $25.93M 0.07% | 1.74M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 10.86K | SH | $24.69M 0.07% | 10.86K | 0.00 | 0.00 |
IONQ INCSOLE | COM | 428.52K | SH | $22.82M 0.07% | 428.52K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 43.53K | SH | $18.86M 0.05% | 43.53K | 0.00 | 0.00 |
D-WAVE QUANTUM INCSOLE | COM | 744.84K | SH | $17.87M 0.05% | 744.84K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 8.54K | SH | $16.98M 0.05% | 8.54K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 163.90K | SH | $16.96M 0.05% | 163.90K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 92.17K | SH | $16.25M 0.05% | 92.17K | 0.00 | 0.00 |
QUANTUM COMPUTING INCSOLE | COM | 1.59M | SH | $15.40M 0.04% | 1.59M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 65.33K | SH | $13.07M 0.04% | 65.33K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 45.51K | SH | $12.55M 0.04% | 45.51K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 58.47K | SH | $12.48M 0.04% | 58.47K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 212.76K | SH | $12.26M 0.04% | 212.76K | 0.00 | 0.00 |
RIGETTI COMPUTING INCSOLE | COMMON STOCK | 619.55K | SH | $11.97M 0.03% | 619.55K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 124.43K | SH | $11.35M 0.03% | 124.43K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 95.66K | SH | $11.16M 0.03% | 95.66K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 21.99K | SH | $8.74M 0.03% | 21.99K | 0.00 | 0.00 |
Page 1 of 3