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Mubadala Investment Co PJSC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001704268

$34.77B

disclosed book value

72

positions

94.7%

largest position share

Positions, as of 2026-06-30

top 72 of 72 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1GLOBALFOUNDRIES INC399.6M$32.93B94.7%
2IBITISHARES BITCOIN TRUST ETF14.7M$490.1M1.4%
3ARMARM HOLDINGS PLC901,960$319.8M0.9%
4OTFBLUE OWL TECHNOLOGY FIN CORP29.8M$308.3M0.9%
5NEXTNEXTDECADE CORP14.2M$107.1M0.3%
6KLARNA GROUP PLC3.0M$60.6M0.2%
7MUMICRON TECHNOLOGY INC45,451$52.5M0.2%
8QNTQUANTINUUM INC449,500$36.7M0.1%
9ARISARIS MINING CORPORATION1.7M$25.9M0.1%
10SNDKSANDISK CORP10,860$24.7M0.1%
11IONQIONQ INC428,520$22.8M0.1%
12LRCXLAM RESEARCH CORP43,527$18.9M0.1%
13QBTSD-WAVE QUANTUM INC744,840$17.9M0.1%
14ASML HLDG NV8,535$17.0M0%
15CVSCVS HEALTH CORP163,902$17.0M0%
16APHAMPHENOL CORP92,166$16.3M0%
17QUBTQUANTUM COMPUTING INC1.6M$15.4M0%
18NVDANVIDIA CORPORATION65,326$13.1M0%
19CITHE CIGNA GROUP45,512$12.5M0%
20ARWARROW ELECTRS INC58,472$12.5M0%
21BMYBRISTOL-MYERS SQUIBB CO212,761$12.3M0%
22RGTIRIGETTI COMPUTING INC619,552$12.0M0%
23EXEEXPAND ENERGY CORPORATION124,430$11.3M0%
24PLTRPALANTIR TECHNOLOGIES INC95,656$11.2M0%
25ISRGINTUITIVE SURGICAL INC21,989$8.7M0%
26TXNTEXAS INSTRS INC28,587$8.5M0%
27ADIANALOG DEVICES INC20,813$8.3M0%
28SYMSYMBOTIC INC171,900$7.7M0%
29CNCCENTENE CORP DEL117,168$7.5M0%
30CHYMCHIME FINL INC361,952$7.4M0%
31BBARRICK MNG CORP198,846$7.3M0%
32ANGLOGOLD ASHANTI PLC78,676$6.4M0%
33UNHUNITEDHEALTH GROUP INC14,663$6.1M0%
34KGCKINROSS GOLD CORP255,477$6.0M0%
35GENGEN DIGITAL INC214,238$5.3M0%
36BIIBBIOGEN INC24,083$5.2M0%
37ABBVABBVIE INC20,084$5.1M0%
38FFORD MTR CO356,639$5.0M0%
39GDEV INC374,076$4.7M0%
40IQVIQVIA HLDGS INC24,312$4.7M0%
41EXPEEXPEDIA GROUP INC18,122$4.6M0%
42APTIV PLC68,768$4.2M0%
43AVTAVNET INC46,950$4.2M0%
44SNXTD SYNNEX CORPORATION15,178$4.1M0%
45AIGAMERICAN INTL GROUP INC54,320$4.0M0%
46SENSATA TECHNOLOGIES HLDG PL84,167$4.0M0%
47CROXCROCS INC32,924$4.0M0%
48PSXPHILLIPS 6623,405$4.0M0%
49GILDGILEAD SCIENCES INC29,623$3.7M0%
50BBWIBATH & BODY WORKS INC161,610$3.7M0%
51AMGAFFILIATED MANAGERS GROUP10,966$3.7M0%
52FDXFEDEX CORP11,568$3.6M0%
53FISFIDELITY NATL INFORMATION SV88,873$3.5M0%
54DVNDEVON ENERGY CORP NEW83,560$3.5M0%
55NEMNEWMONT CORP36,791$3.4M0%
56ASBASSOCIATED BANC-CORP111,464$3.4M0%
57HRBBLOCK H & R INC89,679$3.4M0%
58UHSUNIVERSAL HLTH SVCS INC22,892$3.4M0%
59FAFFIRST AMERN FINL CORP48,432$3.3M0%
60APAAPA CORPORATION96,429$3.1M0%
61TNLTRAVEL PLUS LEISURE CO40,973$3.1M0%
62NVSTENVISTA HOLDINGS CORPORATION113,563$3.0M0%
63RGAREINSURANCE GROUP AMER INC14,049$3.0M0%
64JLLJONES LANG LASALLE INC9,555$3.0M0%
65BCOBRINKS CO28,285$2.7M0%
66OVVOVINTIV INC49,312$2.6M0%
67CNXCNX RES CORP73,806$2.5M0%
68MMSMAXIMUS INC46,002$2.5M0%
69MURMURPHY OIL CORP70,285$2.3M0%
70BLKBBLACKBAUD INC75,362$2.2M0%
71FDXFFEDEX FGHT HLDG CO INC5,784$873,3840%
72GDEV INC3.4M$25,4240%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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