Free · no sign-up · Q2 2026

Which funds own GFS

Globalfoundries Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $6.4bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 3; at least, of 91 current
Combined value: $6.4bn; as reported
Opened: 0; new this quarter
Added to: 2; already held
Trimmed or sold out: 4; 3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Fidelity (FMR LLC) Long-only · $2304bn book	$5.8bn	0.2%	69,848,379	+$2.9bn+5,790,213	Added
Marshall Wace LLP Quantitative · $127bn book	$378m	0.3%	4,581,796	+$153m-469,852	Trimmed
Two Sigma Investments LP Quantitative · $138bn book	$282m	0.2%	3,417,505	+$163m+743,208	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Soros Fund Management LLC · Macro$20m held before
Davidson Kempner Capital Management LP · Long/short equity$6.7m held before
Farallon Capital Management LLC · Long/short equity$4.7m held before

Ownership through time

At least 12 of the 95 managers whose filings are on file listed GFS in Q2 2026, against 3 in Q4 2021. 1 manager fewer than in Q1 2026: 1 started a position; 2 listed it again; 3 sold out, by their own filings; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Acadian Asset Management LLC$16m

Largest increases, by shares

Fidelity (FMR LLC)64,058,166 to 69,848,379 shares+$477m
Two Sigma Investments LP2,674,297 to 3,417,505 shares+$61m
Acadian Asset Management LLCnew: 188,530 shares+$16m
Walleye Capital LLC195,279 to 230,148 shares+$2.9m

Largest decreases, by shares

Millennium Management LLC3,183,095 to 1,758,834 shares-$117m
AQR Capital Management LLC3,224,983 to 2,119,474 shares-$91m
Squarepoint Ops LLC1,492,482 to 766,375 shares-$60m
Balyasny Asset Management LLC1,342,766 to 783,319 shares-$46m
Marshall Wace LLP5,051,648 to 4,581,796 shares-$39m

Left it

Soros Fund Management LLCwas $20m
Davidson Kempner Capital Management LPwas $6.7m
Farallon Capital Management LLCwas $4.7m

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q4 2021	$5.8bn	$5.8bn
Marshall Wace LLP	Q3 2022	$378m	$378m
T. Rowe Price Associates Inc	Q2 2026	$328m	$328m
Two Sigma Investments LP	Q1 2022	$282m	$282m
AQR Capital Management LLC	Q3 2025	$174m	$174m
Millennium Management LLC	Q1 2026	$145m	$145m
Balyasny Asset Management LLC	Q2 2023	$68m	$65m
Squarepoint Ops LLC	Q3 2023	$71m	$63m
Tudor Investment Corp	Q4 2022	$38m	$38m
Walleye Capital LLC	Q3 2023	$20m	$19m
Acadian Asset Management LLC	Q2 2026	$16m	$16m
PDT Partners LLC	Q1 2022	$2.3m	$546k
Capital Research Global Investors	Q4 2021	$82m	last listed Q1 2022
D. E. Shaw & Co.	Q1 2023	$68m	last listed Q1 2023
Woodline Partners LP	Q3 2022	$53m	last listed Q1 2026
Voloridge Investment Management LLC	Q4 2022	$45m	last listed Q4 2023
Steadfast Capital Management LP	Q1 2022	$37m	last listed Q2 2022
Two Sigma Advisers LP	Q2 2024	$36m	last listed Q4 2025
Renaissance Technologies LLC	Q1 2023	$32m	last listed Q2 2023
Soros Fund Management LLC	Q1 2026	$20m	last listed Q1 2026
Arrowstreet Capital LP	Q1 2023	$17m	last listed Q1 2023
Holocene Advisors LP	Q1 2023	$12m	last listed Q2 2025

What GFS is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around GFS →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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