Letters by company

GLOBALFOUNDRIES Inc.

2 letters discussing GFS. Everything written about it on this site is on its ticker page.

Meridian Hedged Equity Fund Meridian Hedged Equity Fund June 30, 2026 Update Meridian Hedged Equity Fund retained a mix of unhedged holdings and covered-call positions, with roughly 37% unhedged for long-term growth. MGM Resorts, GlobalFoundries and ACV Auctions supported relative results, while Intercontinental Exchange, Aurora Innovation and Chevron detracted amid concerns over competition, execution and capital demands. second quarter 2026 ACVA $1.8BAUR $8.8BCVX $423B
Meridian Growth Fund Meridian Growth Fund June 30, 2026 Update Meridian Growth Fund attributed its relative shortfall to its lower-beta, lower-momentum style exposures while stock selection helped offset those headwinds. It retained conviction in Trimble, Evolve Vacation Rental Network and Tandem Diabetes Care, while Hinge Health, Definium Therapeutics and GlobalFoundries benefited from earnings, clinical progress and improving semiconductor demand. second quarter of 2026 DFTX $4.9BGFS $23BHNGE $9.2B