GLOBALFOUNDRIES Inc.

GFS

交易所: Nasdaq
產業: Semiconductors & Related Devices
SEC CIK: 0001709048

SEC 申報列表（在新分頁開啟）

近 90 天，GLOBALFOUNDRIES Inc. 內部人申報 1 筆公開市場買進、18 筆賣出；2026 年第 2 季末有 443 家機構在 13F 申報持有，市值合計 $449.8 億；沒有大師持有。

2026 年第 2 季與 2026 年第 1 季比較

持有 GLOBALFOUNDRIES Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

GFS 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	351	5	443	+97
股數	5.63 億	22.4 萬	5.46 億	−1,651 萬 (−2.9%)
市值	$250.1 億	$996.7 萬	$449.8 億	+$199.8 億 (+79.9%)

5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（144 家）

2026 年第 2 季季末持有 GLOBALFOUNDRIES Inc.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 144 家。

2026 年第 2 季新進 GFS 的機構
機構	股數	市值	佔組合 %
Victory Capital Management Inc	3,091,392	$2.55 億	0.14%
Fred Alger Management, LLC	1,067,264	$8,806 萬	0.29%
Norges Bank	732,804	$6,039 萬	0.01%
Alyeska Investment Group, L.P.	659,990	$5,439 萬	0.14%
Ceredex Value Advisors LLC	565,071	$4,657 萬	1.31%
Neuberger Berman Group LLC	504,331	$4,156 萬	0.03%
Alta Park Capital, LP	471,201	$3,883 萬	3.60%
FIL Ltd	380,314	$3,134 萬	0.02%
Senvest Management, LLC	260,408	$2,146 萬	0.63%
3G Capital Partners LP	200,000	$1,648 萬	4.42%
Harel Insurance Investments & Financial Services Ltd.	196,100	$1,618 萬	0.08%
Acadian Asset Management LLC	188,530	$1,553 萬	0.02%
Krane Funds Advisors LLC	144,942	$1,194 萬	0.42%
Toronto Dominion Bank	120,121	$989.9 萬	0.02%
Kornitzer Capital Management Inc	107,665	$887.3 萬	0.19%
Voleon Capital Management LP	106,494	$877.6 萬	0.16%
Pinnbrook Capital Management LP	71,600	$590.1 萬	0.98%
Hel Ved Capital Management Ltd	70,700	$582.6 萬	0.82%
Potrero Capital Research LLC	61,056	$503.2 萬	3.08%
Alight Capital Management LP	60,000	$494.5 萬	0.80%
Truist Financial Corp	59,991	$494.4 萬	0.01%
Ardsley Advisory Partners LP	54,500	$449.1 萬	0.49%
Torrey Growth & Income Advisors	52,025	$421.0 萬	1.43%
Omers Administration Corp	49,715	$409.7 萬	0.02%
TD Waterhouse Canada Inc.	44,844	$346.1 萬	0.01%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	40,800	$336.2 萬	0.00%
APG Asset Management N.V.	42,911	$309.3 萬	0.01%
Mozayyx Management LLC	31,495	$259.6 萬	2.50%
Entropy Technologies, LP	26,453	$218.0 萬	0.09%
Empowered Funds, LLC	25,623	$211.2 萬	0.01%
NLB Skladi, upravljanje premozenja, d.o.o.	25,000	$206.0 萬	0.08%
Stance Capital LLC	23,070	$190.1 萬	0.58%
Sona Asset Management (US) LLC	22,980	$189.4 萬	0.07%
Future Fund LLC	22,323	$184.0 萬	0.53%
Credit Agricole S A	22,000	$181.3 萬	0.00%
Stanley-Laman Group, Ltd.	19,656	$162.0 萬	0.16%
Aperture Investors, LLC	17,061	$140.6 萬	0.15%
CI Private Wealth, LLC	16,633	$137.1 萬	0.00%
Altshuler Shaham Ltd	18,008	$136.9 萬	0.02%
Lazard Asset Management LLC	14,815	$122.1 萬	0.00%
Aristides Capital LLC	14,007	$115.4 萬	0.30%
Blackstone Group Inc.	13,308	$109.7 萬	0.00%
West Michigan Advisors, LLC	13,023	$107.5 萬	0.20%
Global Retirement Partners, LLC	12,657	$104.3 萬	0.02%
HBK Investments L P	12,000	$98.9 萬	0.01%
Storgate, LLC	10,540	$86.9 萬	0.18%
Jupiter Topco LLC	10,527	$86.8 萬	0.00%
Twinbeech Capital LP	9,284	$76.5 萬	0.14%
Diversified Trust Co	9,218	$76.0 萬	0.01%
Bank Julius Baer & Co. Ltd, Zurich	9,000	$74.2 萬	0.00%
Cambridge Investment Research Advisors, Inc.	8,596	$70.8 萬	0.00%
Greenland Capital Management LP	8,282	$68.3 萬	0.13%
Leuthold Group, LLC	8,105	$66.8 萬	0.07%
Brevan Howard Capital Management LP	7,964	$65.6 萬	0.01%
Kentucky Retirement Systems	7,751	$63.9 萬	0.02%
Jump Financial, LLC	7,635	$62.9 萬	0.01%
Bank of Montreal	7,113	$58.6 萬	0.00%
Sender Co & Partners, Inc.	6,628	$54.6 萬	0.23%
Uhlmann Price Securities, LLC	6,582	$54.2 萬	0.02%
Oppenheimer Asset Management Inc.	6,324	$52.1 萬	0.01%
Mackenzie Financial Corp	6,231	$51.3 萬	0.00%
New York State Teachers Retirement System	6,059	$49.9 萬	0.00%
CIBC World Markets Inc.	5,990	$49.4 萬	0.00%
Meadowbrook Wealth Management, LLC	6,320	$48.8 萬	0.53%
Carmignac Gestion	5,719	$47.1 萬	0.01%
Kestra Private Wealth Services, LLC	5,655	$46.6 萬	0.01%
Apollon Wealth Management, LLC	5,607	$46.2 萬	0.01%
Boothbay Fund Management, LLC	5,583	$46.0 萬	0.01%
Commonwealth Equity Services, LLC	5,493	$45.3 萬	0.00%
Campbell & CO Investment Adviser LLC	5,159	$42.5 萬	0.02%
Bank of Nova Scotia	5,000	$41.2 萬	0.00%
Sequoia Financial Advisors, LLC	4,908	$40.4 萬	0.00%
Intech Investment Management LLC	4,671	$38.5 萬	0.00%
Clear Street Group Inc.	4,514	$37.2 萬	0.00%
Quantbot Technologies LP	4,416	$36.4 萬	0.01%
Winton Group Ltd	4,400	$36.3 萬	0.01%
Aviva PLC	4,260	$35.1 萬	0.00%
Waddell & Associates, LLC	4,165	$34.3 萬	0.02%
Cresset Asset Management, LLC	4,048	$33.4 萬	0.00%
Purpose Unlimited Inc.	4,000	$33.0 萬	0.01%
Mission Wealth Management, LP	3,718	$30.6 萬	0.00%
Markin Volterra Fund LP	3,711	$30.6 萬	1.04%
North Dakota State Investment Board	3,651	$30.1 萬	0.01%
Net Worth Advisory Group	3,522	$29.0 萬	0.07%
Proficio Capital Partners LLC	3,501	$28.9 萬	0.01%
Kestra Advisory Services, LLC	3,477	$28.7 萬	0.00%
Martingale Asset Management L P	3,457	$28.5 萬	0.01%
Franklin Resources Inc	3,338	$27.5 萬	0.00%
McAdam, LLC	3,239	$26.7 萬	0.01%
Kentucky Retirement Systems Insurance Trust Fund	3,216	$26.5 萬	0.02%
Keybank National Association	3,213	$26.5 萬	0.00%
NorthCrest Asset Manangement, LLC	3,755	$26.2 萬	0.01%
Caerus Investment Advisors, LLC	3,136	$25.8 萬	0.09%
Allspring Global Investments Holdings, LLC	3,224	$24.9 萬	0.00%
Wealth Effects LLC	3,000	$24.7 萬	0.07%
Ellevest, Inc.	2,965	$24.4 萬	0.03%
Sentinus, LLC	2,901	$23.9 萬	0.02%
Jackson Thornton Asset Management, LLC	2,897	$23.9 萬	0.02%
Aigen Investment Management, LP	2,856	$23.5 萬	0.06%
Prudential Financial Inc	2,800	$23.1 萬	0.00%

清倉機構（47 家）

2026 年第 1 季季末持有 GLOBALFOUNDRIES Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 GFS 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Slate Path Capital LP	5,042,300	$2.24 億
Ghisallo Capital Management LLC	1,800,000	$8,006 萬
Burkehill Global Management, LP	1,285,919	$5,720 萬
Junto Capital Management LP	502,365	$2,235 萬
Atreides Management, LP	474,593	$2,111 萬
Soros Fund Management LLC大師索羅斯基金管理	444,362	$1,977 萬
Kettle Hill Capital Management, LLC	252,534	$1,123 萬
Davidson Kempner Capital Management LP	150,000	$667.2 萬
Sora Investors LLC	149,880	$666.7 萬
SG Americas Securities, LLC	143,991	$640.5 萬
Principal Financial Group Inc	134,576	$598.6 萬
SIH Partners, LLLP	128,210	$570.3 萬
Shade Tree Advisors LLC	118,750	$528.2 萬
Farallon Capital Management, L.L.C.	105,000	$467.0 萬
Boothe Investment Group, Inc.	77,458	$344.5 萬
Qsemble Capital Management, LP	73,678	$327.7 萬
Monashee Investment Management LLC	50,000	$222.4 萬
Havemeyer Place LP	48,245	$214.6 萬
Polymer Capital Management (HK) LTD	26,920	$119.7 萬
Grantham, Mayo, Van Otterloo & Co. LLC	20,800	$92.5 萬
AlphaGrep UK Ltd	18,277	$81.3 萬
CSS LLC	14,935	$66.4 萬
Volterra Technologies LP	10,884	$48.4 萬
ExodusPoint Capital Management, LP	10,577	$47.0 萬
Inceptionr LLC	9,864	$43.9 萬
Neo Ivy Capital Management	9,078	$40.4 萬
Concurrent Investment Advisors, LLC	6,596	$29.3 萬
Dakota Wealth Management	6,587	$29.3 萬
Buckingham Strategic Partners	6,387	$28.4 萬
Global Assets Advisory, LLC	1,200	$5.34 萬
Advisory Services Network, LLC	884	$3.93 萬
Nomura Asset Management Co Ltd	690	$3.07 萬
Kemnay Advisory Services Inc.	546	$2.43 萬
MAI Capital Management	301	$1.34 萬
Root Financial Partners, LLC	267	$1.19 萬
Golden State Equity Partners	148	$6,582
Wall Street Financial Group, Inc.	106	$4,715
Quarry LP	86	$3,825
Wealth Preservation Advisors, LLC	55	$2,446
Aspect Partners, LLC	51	$2,268
Steward Partners Investment Advisory, LLC	51	$2,267
City State Bank	50	$2,224
Vermillion Wealth Management, Inc.	17	$756
Cassaday & Co Wealth Management LLC	15	$668
Twin Peaks Wealth Advisors, LLC	13	$578
Optiver Holding B.V.	3	$133
Curio Wealth, LLC	2	$89

尚未申報 2026 年第 2 季的機構（5 家）

2026 年第 1 季季末持有 GLOBALFOUNDRIES Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 GFS、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Oakum Bay Capital LLC	85,878	$382.0 萬
CWM, LLC	72,513	$322.5 萬
Janus Henderson Group PLC	24,906	$110.8 萬
Skopos Labs, Inc.	21,972	$97.7 萬
Richard Bernstein Advisors LLC	18,806	$83.6 萬