Mubadala Investment Co PJSC

Fundamental concentrated ★Signal technology specialist (95%) CIK 1704268
League rank
#27
in Fundamental concentrated · #29 overall
Long book
$20.49B
Q1 2026
Positions
72
Top-10 weight
98%
concentration
Last quarter
+53.8%
SPY +14.8%
Turnover
60%
of book per quarter

Strategy in plain words

auto-generated from filings

Mubadala Investment Co PJSC is a concentrated fundamental stock-picker, specialised in technology (95% of the long book), running a $20.49B US long book across 72 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: GLOBALFOUNDRIES INC, ISHARES BITCOIN TRUST ETF, BLUE OWL TECHNOLOGY FINANCE, ARM HOLDINGS PLC-ADR, NEXTDECADE CORP.

Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-2.8%
Q2 2024
-20.0%
Q3 2024
+6.3%
Q4 2024
-13.7%
Q1 2025
+4.9%
Q2 2025
-5.3%
Q3 2025
-3.5%
Q4 2025
+23.6%
Q1 2026
+53.8%

Sector allocation

Technology
96%
Other
2%
Utilities
1%
Financials
0%
Industrials
0%
Materials
0%
Healthcare
0%
Services media
0%

Long book by quarter

$25.53B
Q1 2024
$24.74B
Q2 2024
$18.83B
Q3 2024
$20.45B
Q4 2024
$17.61B
Q1 2025
$19.00B
Q2 2025
$17.92B
Q3 2025
$17.48B
Q4 2025
$20.49B
Q1 2026

What does Mubadala Investment own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GFS GLOBALFOUNDRIES INCTechnology423.0M$18.82B91.8%-6.1%
OTF BLUE OWL TECHNOLOGY FINANCE29.1M$360.9M1.8%Held
NEXT NEXTDECADE CORPUtilities14.2M$108.8M0.5%Held
KLAR KLARNA GROUP PLCFinancials3.0M$39.2M0.2%Held
ARIS ARIS MINING CORPMaterials1.7M$32.3M0.2%Held
MU MICRON TECHNOLOGY INCTechnology44.1K$14.9M0.1%+99.9%
BMY BRISTOL-MYERS SQUIBB COHealthcare233.4K$14.2M0.1%-9.0%
IONQ IONQ INCTechnology428.5K$12.4M0.1%Held
AVGO BROADCOM INCTechnology39.5K$12.2M0.1%New
KEY KEYCORPFinancials599.9K$12.0M0.1%New
WDC WESTERN DIGITAL CORPTechnology44.0K$11.9M0.1%New
QUBT QUANTUM COMPUTING INCTechnology1.6M$10.9M0.1%Held
TXN TEXAS INSTRUMENTS INCTechnology55.4K$10.8M0.1%New
QBTS D-WAVE QUANTUM INCTechnology744.8K$10.7M0.1%Held
PLTR PALANTIR TECHNOLOGIES INC-ATechnology68.1K$10.0M0.0%New
LRCX LAM RESEARCH CORPIndustrials46.2K$9.9M0.0%New
SHOP SHOPIFY INC - CLASS ATechnology82.3K$9.8M0.0%New
ASML ASML HOLDING NV-NY REG SHSIndustrials7.4K$9.7M0.0%New
AAPL APPLE INCTechnology38.0K$9.7M0.0%New
RGTI RIGETTI COMPUTING INCTechnology619.6K$8.7M0.0%Held
AER AERCAP HOLDINGS NVServices media58.7K$8.1M0.0%New
KGC KINROSS GOLD CORPMaterials253.3K$7.7M0.0%-17.5%
B BARRICK MINING CORPMaterials170.2K$6.9M0.0%-25.0%
CHYM CHIME FINANCIAL INC-CL AFinancials362.0K$6.8M0.0%Held
GDEV GDEV INCTechnology374.1K$5.2M0.0%Held
GILD GILEAD SCIENCES INCHealthcare37.0K$5.2M0.0%-63.1%
FDX FEDEX CORPIndustrials14.3K$5.1M0.0%New
MRK MERCK & CO. INC.Healthcare39.4K$4.7M0.0%New
CMI CUMMINS INCIndustrials8.2K$4.4M0.0%-12.8%
NEM NEWMONT CORPMaterials40.3K$4.4M0.0%New
ABBV ABBVIE INCHealthcare19.8K$4.3M0.0%+16.5%
CI THE CIGNA GROUPFinancials15.5K$4.1M0.0%+13.4%
MTCH MATCH GROUP INCTechnology134.6K$4.1M0.0%+16.1%
GD GENERAL DYNAMICS CORPIndustrials12.0K$4.1M0.0%New
UPS UNITED PARCEL SERVICE-CL BIndustrials41.7K$4.1M0.0%New
USB US BANCORPFinancials76.0K$4.0M0.0%New
CVS CVS HEALTH CORPHealthcare54.8K$3.9M0.0%-63.4%
MDT MEDTRONIC PLCHealthcare44.1K$3.8M0.0%New
IVZ INVESCO LTDFinancials156.0K$3.8M0.0%-9.5%
AIG AMERICAN INTERNATIONAL GROUPFinancials49.8K$3.7M0.0%New
ZBRA ZEBRA TECHNOLOGIES CORP-CL AIndustrials17.2K$3.6M0.0%-55.6%
SWKS SKYWORKS SOLUTIONS INCTechnology66.6K$3.6M0.0%+29.2%
SOLV SOLVENTUM CORPHealthcare53.2K$3.5M0.0%New
ENS ENERSYSTechnology19.8K$3.4M0.0%New
UHS UNIVERSAL HEALTH SERVICES-BHealthcare19.2K$3.4M0.0%New
NVST ENVISTA HOLDINGS CORPHealthcare132.1K$3.4M0.0%+1.1%
MSM MSC INDUSTRIAL DIRECT CO-AConsumer discretionary36.0K$3.3M0.0%New
UBSI UNITED BANKSHARES INCFinancials78.2K$3.2M0.0%New
FHI FEDERATED HERMES INCFinancials56.7K$3.2M0.0%New
APTV APTIV PLCIndustrials54.6K$3.2M0.0%-60.1%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202672$20.49B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202664$17.48B canonicalSEC ↗
Q3 202513F-HRNov 14, 202558$17.92B canonicalSEC ↗
Q2 202513F-HR/ANEW HOLDINGSNov 14, 20251$64.8M canonicalSEC ↗
Q2 202513F-HRAug 14, 202554$18.93B canonicalSEC ↗
Q1 202513F-HRMay 15, 202554$17.61B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202555$20.45B canonicalSEC ↗
Q3 202413F-HRNov 13, 202414$18.83B canonicalSEC ↗
Q2 202413F-HRAug 13, 202419$24.74B canonicalSEC ↗
Q1 202413F-HRMay 16, 202419$25.53B canonicalSEC ↗