SCHEDULE: Mubadala Entities Report 77.05% Stake in GLOBALFOUNDRIES

Mubadala Investment Company PJSC and its affiliates report a combined beneficial ownership of 77.05% of GLOBALFOUNDRIES Inc. ordinary shares as of March 31, 2026.

Summary

• This filing is an amendment (Amendment No. 2) to Schedule 13G, indicating a change in beneficial ownership of GLOBALFOUNDRIES Inc. (the Issuer).
• The reporting persons are Mubadala Investment Company PJSC, Mamoura Diversified Global Holding PJSC, Mubadala Technology Investments (Mubadala Technology) LLC, Mubadala Technology Investment Company, and MTI International Investment Company LLC.
• As of March 31, 2026, the aggregate amount of ordinary shares beneficially owned by these entities is 423,042,773.
• This represents 77.05% of the Issuer's ordinary shares outstanding as of March 13, 2026, which totaled 549,072,416 shares.
• Mubadala Technology Investment Company disposed of 1,469,017 ordinary shares subsequent to March 31, 2026, but prior to this filing.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports existing ownership stakes and a minor share disposal, without new strategic announcements or financial performance data.

Positives

• The reporting entities maintain a significant controlling stake in GLOBALFOUNDRIES Inc., indicating continued strategic interest and influence.
• The filing confirms the total number of outstanding shares as of March 13, 2026, providing clarity on the company's capital structure post-transactions.

Negatives

• Mubadala Technology Investment Company's disposal of 1,469,017 shares, while a small percentage, indicates a slight reduction in the overall beneficial ownership from that specific entity.

Risks

• Concentration of ownership by a single group (Mubadala entities) could potentially limit free float and influence minority shareholder perspectives.
• Future strategic decisions by the controlling entities may not always align with the interests of all shareholders.

Future Outlook

The filing itself does not contain forward-looking statements or guidance. It is a disclosure of beneficial ownership.

Industry Context

StockSavvy.ai notes that significant ownership by sovereign wealth funds or large investment entities in semiconductor companies like GLOBALFOUNDRIES is common, reflecting the strategic importance and capital intensity of the industry. This filing underscores the substantial control held by Mubadala, a key player in global investment.

Stakeholder Impact

• Shareholders: The high concentration of ownership may impact liquidity and the influence of minority shareholders on corporate governance and strategic decisions.
• Management: The controlling stake by Mubadala entities likely provides significant oversight and influence over the company's strategic direction and operational decisions.

Next Steps

• Continued monitoring of ownership changes by Mubadala entities.
• Observation of GLOBALFOUNDRIES Inc.'s strategic direction under the significant influence of its majority shareholder.

Key Dates

Keywords

GLOBALFOUNDRIES Inc., Mubadala Investment Company, Schedule 13G, Beneficial Ownership, Ordinary Shares, Semiconductor, Filings, SEC