3G Capital Partners LP

Position in GFS — GLOBALFOUNDRIES Inc.

CIK 1421669 NEW YORK, NY

Position in GFS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$16,482,000

New position

Shares Held

200,000

first reported quarter

Ownership

0.036%

of shares outstanding

% of Portfolio

4.42%

of 13F equity value

Holder Rank

#65

of 439 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

3G Capital Partners LP holds $79,722,600 across 4 Semiconductors names. GFS ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTC	Intel Corp	250,000	$34,907,500
2	GFS	GLOBALFOUNDRIES Inc. This page	200,000	$16,482,000
3	TXN	Texas Instruments Inc	55,000	$16,393,850
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	25,000	$11,939,250

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,482,000	200,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.