Fund Holdings

Mubadala Investment Co PJSC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GLOBALFOUNDRIES INC(GFS)0423,042,773+423,042,773018,816,942,54391.83%+18,816,942,543
ARM HOLDINGS PLC01,376,960+1,376,9600208,306,5091.02%+208,306,509
NEXTDECADE CORP(NEXT)014,206,376+14,206,3760108,820,8400.53%+108,820,840
BROADCOM INC(AVGO)039,550+39,550012,241,1210.06%+12,241,121
KEYCORP(KEY)0599,896+599,896012,027,9150.06%+12,027,915
WESTERN DIGITAL CORP(WDC)043,980+43,980011,896,1500.06%+11,896,150
TEXAS INSTRS INC(TXN)055,429+55,429010,760,9860.05%+10,760,986
PALANTIR TECHNOLOGIES INC(PLTR)068,146+68,14609,968,3970.05%+9,968,397
LAM RESEARCH CORP(LRCX)046,175+46,17509,865,7510.05%+9,865,751
SHOPIFY INC(SHOP)082,302+82,30209,762,6630.05%+9,762,663
ASML HLDG NV07,371+7,37109,735,8380.05%+9,735,838
APPLE INC(AAPL)038,034+38,03409,652,6490.05%+9,652,649
MICRON TECHNOLOGY INC(MU)044,135+44,135014,910,5690.07%+14,910,569
AERCAP HOLDINGS NV(AER)058,689+58,68908,050,9570.04%+8,050,957
FEDEX CORP(FDX)014,322+14,32205,101,2100.02%+5,101,210
MERCK & CO INC(MRK)039,424+39,42404,742,3130.02%+4,742,313
NEWMONT CORP(NEM)040,289+40,28904,361,2840.02%+4,361,284
GENERAL DYNAMICS CORP(GD)011,983+11,98304,112,8050.02%+4,112,805
UNITED PARCEL SVCS INC(UPS)041,698+41,69804,102,2490.02%+4,102,249
ARIS MINING CORPORATION(ARIS)01,739,130+1,739,130032,295,6440.16%+32,295,644
US BANCORP(USB)075,983+75,98303,951,8760.02%+3,951,876
MEDTRONIC PLC(MDT)044,096+44,09603,820,9180.02%+3,820,918
AMERICAN INTL GROUP INC049,756+49,75603,744,1390.02%+3,744,139
SOLVENTUM CORP(SOLV)053,208+53,20803,474,4820.02%+3,474,482
ENERSYS(ENS)019,825+19,82503,443,9990.02%+3,443,999
UNIVERSAL HLTH SVCS INC(UHS)019,212+19,21203,438,3720.02%+3,438,372
MSC INDL DIRECT INC(MSM)035,966+35,96603,318,5830.02%+3,318,583
UNITED BANKSHARES INC WEST V(UBSI)078,244+78,24403,240,8660.02%+3,240,866
FEDERATED HERMES INC(FHI)056,731+56,73103,217,2150.02%+3,217,215
ALCOA CORP(AA)047,708+47,70803,164,4720.02%+3,164,472
SALESFORCE INC(CRM)016,425+16,42503,066,0550.01%+3,066,055
NEWMARKET CORP(NEU)04,387+4,38702,811,8480.01%+2,811,848
PINNACLE FINL PARTNERS INC(PNFP)031,366+31,36602,701,8670.01%+2,701,867
SCIENCE APPLICATIONS INTL CO(SAIC)028,299+28,29902,686,1410.01%+2,686,141
ALLY FINL INC(ALLY)065,463+65,46302,568,1130.01%+2,568,113
MAXIMUS INC(MMS)034,074+34,07402,184,1430.01%+2,184,143
ZOOMINFO TECHNOLOGIES INC0297,911+297,91101,781,5080.01%+1,781,508
DELL TECHNOLOGIES INC(DELL)07,019+7,01901,152,0280.01%+1,152,028
ENVISTA HOLDINGS CORPORATION(NVST)0132,106+132,10603,351,5290.02%+3,351,529
ABBVIE INC(ABBV)019,802+19,80204,306,7370.02%+4,306,737
MATCH GROUP INC NEW(MTCH)0134,574+134,57404,132,7680.02%+4,132,768
THE CIGNA GROUP(CI)015,527+15,52704,141,8270.02%+4,141,827
JANUS HENDERSON GROUP PLC(JHG)063,748+63,74803,274,7350.02%+3,274,735
BRISTOL-MYERS SQUIBB CO(BMY)0233,437+233,437014,157,9540.07%+14,157,954
SKYWORKS SOLUTIONS INC(SWKS)066,562+66,56203,564,3950.02%+3,564,395
ASSOCIATED BANC-CORP0115,039+115,03902,974,9090.01%+2,974,909
SENSATA TECHNOLOGIES HLDG PL086,575+86,57503,049,1720.01%+3,049,172
BRINKS CO(BCO)025,630+25,63002,656,0370.01%+2,656,037
GDEV INC03,435,718+3,435,718028,5170.00%+28,517
TRAVEL PLUS LEISURE CO(TNL)041,415+41,41502,865,5040.01%+2,865,504
GDEV INC0374,076+374,07605,237,0640.03%+5,237,064
CUMMINS INC(CMI)08,227+8,22704,426,2910.02%+4,426,291
AFFILIATED MANAGERS GROUP010,062+10,06202,784,1550.01%+2,784,155
COMMERCIAL METALS CO(CMC)041,397+41,39702,543,0180.01%+2,543,018
INVESCO LTD(IVZ)0156,035+156,03503,790,0900.02%+3,790,090
AMKOR TECHNOLOGY INC057,607+57,60702,594,0430.01%+2,594,043
CHIME FINL INC(CHYM)0361,952+361,95206,779,3610.03%+6,779,361
VONTIER CORPORATION(VNT)000000
DENTSPLY SIRONA INC(XRAY)000000
HALOZYME THERAPEUTICS INC(HALO)000000
TD SYNNEX CORPORATION(SNX)000000
OSHKOSH CORP(OSK)000000
EVOTEC AG04,597,701+4,597,701011,494,2530.06%+11,494,253
HANOVER INS GROUP INC(THG)000000
SYNOVUS FINL CORP000000
OLD REP INTL CORP(ORI)000000
COLUMBIA BKG SYS INC(COLB)000000
BARRICK MNG CORP(B)0170,166+170,16606,941,0710.03%+6,941,071
OPTION CARE HEALTH INC(OPCH)000000
MACYS INC(M)000000
VICI PPTYS INC(VICI)000000
LEIDOS HOLDINGS INC(LDOS)000000
GLOBE LIFE INC000000
ADOBE INC(ADBE)000000
APA CORPORATION(APA)000000
DISNEY WALT CO(DIS)000000
BECTON DICKINSON & CO(BDX)000000
KINROSS GOLD CORP(KGC)0253,289+253,28907,730,3800.04%+7,730,380
PG&E CORP(PCG)000000
FORD MTR CO(F)000000
BIOGEN INC(BIIB)000000
RIGETTI COMPUTING INC(RGTI)0619,552+619,55208,698,5100.04%+8,698,510
QUANTUM COMPUTING INC(QUBT)01,587,350+1,587,350010,873,3480.05%+10,873,348
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)017,243+17,24303,605,1660.02%+3,605,166
IONQ INC(IONQ)0428,520+428,520012,354,2320.06%+12,354,232
GILEAD SCIENCES INC(GILD)036,993+36,99305,155,7140.03%+5,155,714
APTIV PLC(APTV)054,599+54,59903,211,6930.02%+3,211,693
AGNICO EAGLE MINES LTD(AEM)000000
ZOOM COMMUNICATIONS INC(ZM)000000
CVS HEALTH CORP(CVS)054,800+54,80003,935,7360.02%+3,935,736
GEN DIGITAL INC(GEN)0165,016+165,01603,107,2510.02%+3,107,251
D-WAVE QUANTUM INC(QBTS)0744,840+744,840010,748,0410.05%+10,748,041
PFIZER INC(PFE)000000
DOLLAR GEN CORP NEW(DG)000000
KLARNA GROUP PLC(KLAR)02,991,658+2,991,658039,160,8030.19%+39,160,803
BLUE OWL TECHNOLOGY FIN CORP029,130,491+29,130,4910360,926,7831.76%+360,926,783
ISHARES BITCOIN TRUST ETF(IBIT)014,721,917+14,721,9170565,616,0512.76%+565,616,051
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