MOZAYYX MANAGEMENT LLC

Position in GFS — GLOBALFOUNDRIES Inc.

CIK 2116489 AUSTIN, TX

Position in GFS

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

Position Value

$2,595,502

New position

Shares Held

31,495

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

#129

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

MOZAYYX MANAGEMENT LLC holds $11,469,730 across 4 Semiconductors names. GFS ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	4,630	$5,344,362
2	AMD	Advanced Micro Devices Inc	4,775	$2,773,845
3	GFS	GLOBALFOUNDRIES Inc. This page	31,495	$2,595,502
4	CRDO	Credo Technology Group Holding Ltd	2,780	$756,021

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,595,502	31,495	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.