Grantham, Mayo, Van Otterloo & Co. LLC
Position in GFS — GLOBALFOUNDRIES Inc.
CIK 1352662
Boston, MA
Position in GFS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$925,184
+$198,848 QoQ
Shares Held
20,800
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $3,935,068,219 across 19 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
4,674,406 | $1,393,300,196 | |
| 2 | AVGO |
Broadcom Inc.
|
3,267,040 | $1,234,124,360 | |
| 3 | NVDA |
Nvidia Corp
|
4,671,972 | $934,814,877 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
329,546 | $157,381,283 | |
| 5 | STM |
STMicroelectronics N.V.
|
781,931 | $58,558,812 | |
| 6 | QCOM |
Qualcomm Inc/De
|
241,187 | $44,568,945 | |
| 7 | CRUS |
Cirrus Logic, Inc.
|
259,065 | $38,478,924 | |
| 8 | SLAB |
Silicon Laboratories Inc.
|
134,525 | $29,401,784 |
All Filings in GFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $925,184 | 20,800 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $726,336 | 20,800 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||