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Wire · operational-macro

SEC filings show UAE's Mubadala has fully divested stake in AVGO and CRM

14 August 2026 · By · Wire by Fusion42

Published

14 August 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at newsquawk.com →

◆ Verified

Fusion42 · 14 August 2026 · Fusion42 review

SEC filings reveal that UAE's Mubadala sovereign wealth fund has fully divested its stakes in AVGO and CRM, indicating a rotation out of mega-cap technology holdings towards semiconductors, energy, and defense-adjacent sectors.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

Mubadala's exit from high-profile tech stocks signals shifting capital flows away from crowded AI winners. If you operate in semiconductor or defense sectors, capital is flowing your way as funds seek cheaper complex parts.

◆ Coverage

1 source · 14 Aug 2026

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◆ Topics

Semiconductorssovereign-wealth-fundportfolio-rotationmega-cap-techdivestmentsemiconductors