글로벌파운드리즈 주식회사
US ˙ NasdaqGS ˙ KYG393871085

SecurityGFS / GLOBALFOUNDRIES Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership4,636,692 shares
Latest Disclosed Value $ 206,240,129
Morgan Stanley reports 182.91% increase in ownership of GFS / GLOBALFOUNDRIES Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 4,636,692 shares of GLOBALFOUNDRIES Inc. (US:GFS) valued at $206,240,060 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,638,900 shares of GLOBALFOUNDRIES Inc.. This represents a change in shares of 182.91% during the quarter. The current value of the position is $350,209,347 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 4,636,692 2,997,792 182.91 206,240 260.37 0.0124
2026-05-27 2025-12-31 13F/A-1 GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,638,900 -1,084,549 -39.82 57,230 -41.37 0.0034
2026-02-13 2025-12-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,638,900 -1,084,549 57,230 0.0034
2026-05-27 2025-09-30 13F/A-1 GLOBALFOUNDRIES ORDINARY SHARES G39387108 2,723,449 1,153,844 73.51 97,608 62.79 0.0059
2025-11-14 2025-09-30 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 2,723,449 1,153,844 97,608 0.0059
2025-08-15 2025-06-30 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,569,605 128,623 8.93 59,959 12.73 0.0039
2025-05-15 2025-03-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,440,982 -310,847 -17.74 53,187 -29.25 0.0038
2025-05-15 2024-12-31 13F/A-1 GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,751,829 777,698 79.84 75,171 91.72 0.0053
2025-02-14 2024-12-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,751,829 777,698 75,171 0.0053
2025-05-14 2024-09-30 13F/A-2 GLOBALFOUNDRIES ORDINARY SHARES G39387108 974,131 -197,988 -16.89 39,209 -33.84 0.0028
2025-02-14 2024-09-30 13F/A-1 GLOBALFOUNDRIES ORDINARY SHARES G39387108 974,131 -197,988 39,209 0.0028
2024-11-14 2024-09-30 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 974,131 -197,988 39,209 0.0003
2025-05-14 2024-06-30 13F/A-2 GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,172,119 -7,469 -0.63 59,262 -3.59 0.0046
2024-10-17 2024-06-30 13F/A-1 GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,172,119 -7,469 59,262 0.0046
2024-08-14 2024-06-30 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,172,119 -7,469 59,262 0.0046
2024-10-17 2024-03-31 13F/A-2 GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,179,588 200,613 20.49 61,468 3.61 0.0049
2024-08-16 2024-03-31 13F/A-1 GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,179,588 200,613 61,468 0.0006
2024-05-15 2024-03-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 1,179,588 200,613 61,468 0.0049
2024-08-16 2023-12-31 13F/A-1 GLOBALFOUNDRIES ORDINARY SHARES G39387108 978,975 43,350 4.63 59,326 8.97 0.0052
2024-02-13 2023-12-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 978,975 43,350 59,326 0.0052
2023-11-15 2023-09-30 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 935,625 330,886 54.72 54,444 39.41 0.0055
2023-08-14 2023-06-30 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 604,739 -5,064 -0.83 39,054 -11.27 0.0038
2023-05-15 2023-03-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 609,803 75,247 14.08 44,016 52.79 0.0047
2023-02-14 2022-12-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 534,556 182,266 51.74 28,807 69.13 0.0033
2022-11-14 2022-09-30 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 352,290 36,202 11.45 17,032 33.56 0.0023
2022-10-27 2022-06-30 13F/A-1 GLOBALFOUNDRIES ORDINARY SHARES G39387108 316,088 113,769 56.23 12,752 0.97 0.0017
2022-08-15 2022-06-30 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 316,088 113,769 12,752 0.0017
2022-10-27 2022-03-31 13F/A-1 GLOBALFOUNDRIES ORDINARY SHARES G39387108 202,319 147,446 268.70 12,630 254.28 0.0017
2022-05-13 2022-03-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 202,319 147,446 12,630 0.0017
2022-02-14 2021-12-31 13F GLOBALFOUNDRIES ORDINARY SHARES G39387108 54,873 54,873 3,565 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.