Position in GFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,389,775
+$42,873,316 QoQ
Shares Held
659,990
+118.9% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#30
of 439 holders
Holding Since
Dec 2021
5 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, 2026Alyeska Investment Group, L.P. holds $1,076,465,208 across 15 Semiconductors names. GFS ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
895,211 | $355,550,952 | |
| 2 | NVDA |
Nvidia Corp
|
1,197,901 | $239,688,011 | |
| 3 | AVGO |
Broadcom Inc.
|
518,725 | $195,948,368 | |
| 4 | INTC |
Intel Corp
|
464,258 | $64,824,344 | |
| 5 | GFS |
GLOBALFOUNDRIES Inc.
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|
659,990 | $54,389,775 | |
| 6 | TXN |
Texas Instruments Inc
|
150,372 | $44,821,382 | |
| 7 | CBRS |
Cerebras Systems Inc.
|
152,247 | $33,646,587 | |
| 8 | MU |
Micron Technology Inc
|
25,957 | $29,961,905 |
All Filings in GFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,389,775 | 659,990 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $11,516,459 | 301,478 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,493,075 | 1,097,076 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $10,422,000 | 200,000 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $32,485,000 | 500,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||