We just received data on a $14M payment to GLOBALFOUNDRIES U.S. 2 LLC from the Department of Defense. This payment was made on 2025-05-05 by the Defense Microelectronics Activity. We received this data from USASpending.gov.
Here is the award's description:
THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS. (ASIC)
Our code mapped this contract to $GFS.
$GFS Government Contracts
We have seen $102,712,125 of award payments to $GFS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $44,925,575
- THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $30,630,483
- THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $26,570,625
- SOW 25-5C9: $585,442
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$GFS Hedge Fund Activity
We have seen 165 institutional investors add shares of $GFS stock to their portfolio, and 131 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MATRIX CAPITAL MANAGEMENT COMPANY, LP removed 7,300,000 shares (-51.2%) from their portfolio in Q1 2025, for an estimated $269,443,000
- PACER ADVISORS, INC. added 2,444,018 shares (+8540.7%) to their portfolio in Q1 2025, for an estimated $90,208,704
- ANALOG CENTURY MANAGEMENT LP removed 1,172,167 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $43,264,683
- ALYESKA INVESTMENT GROUP, L.P. added 1,097,076 shares (+inf%) to their portfolio in Q1 2025, for an estimated $40,493,075
- WOODLINE PARTNERS LP added 907,731 shares (+inf%) to their portfolio in Q1 2025, for an estimated $33,504,351
- MARSHALL WACE, LLP removed 819,127 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $30,233,977
- PROSHARE ADVISORS LLC removed 697,834 shares (-47.8%) from their portfolio in Q2 2025, for an estimated $26,657,258
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.