Mubadala trimmed GlobalFoundries -5.5% (still 95% of book) in Q2, added fresh NVDA + Palantir +40%

Mubadala Investment Company's US filing (Q2 2026 $34.8B, 72 names) is essentially a single-name book: GlobalFoundries at 94.7% of AUM after a -5.5% share trim — the sovereign owner reduced but did not exit its founding stake. Meaningful other holdings: iShares Bitcoin Trust (1.4%), Arm (0.9%, trimmed -34.5%), Blue Owl Technology Finance (0.9%), Micron (0.15%). New positions: Quanterix, SanDisk, Amphenol, NVIDIA (fresh but small $13M starter), Arrow Electronics, Intuitive Surgical, Analog Devices, Symbotic, Centene. Adds: ASML +15.8%, CVS +199.1%, Cigna +193.1%, Palantir +40.4%, Gen Digital +29.8%. Trims: ARM -34.5%, Texas Instruments -48.4%, Lam Research -5.7%, Gilead -19.9%, FedEx -19.2%. Exits: Broadcom, KeyCorp, Western Digital, Shopify, Apple, Merck, AerCap (all <$15M each).