Mubadala Exits Apple and Broadcom While Boosting Palantir Stake by 40.4%

UAE sovereign fund Mubadala liquidated Apple, Broadcom, and Salesforce positions while increasing NVIDIA and Micron holdings, signaling a strategic pivot toward AI software and memory chip sectors.

Woofun AI data shows that Mubadala Investment Company has restructured its U.S. equity portfolio based on recent SEC filings. The fund completely exited its positions in Apple, Salesforce, and Broadcom. Conversely, Mubadala retained 65,326 shares of NVIDIA and expanded its Palantir Technologies Class A stake by 40.4% to 95,656 shares. In the semiconductor sector, the fund increased its Micron Technology holding by 3.0% to 45,451 shares, while reducing its GlobalFoundries position by 5.5% to 399.6 million shares.