MBLY in the 13F filings
Mobileye Global Inc · CUSIP 60741F104
- Quarter end
- 30 Sep 2023
- the date the book describes
- Filed
- 15 Nov 2023
- latest of these filings; the earliest 18 Oct 2023
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q2 2023 and Q3 2023; 8 listed it in both
- Shares listed
- 15,496,733
- combined, among listed positions
- Reported value
- $644m
- combined, at the quarter end
Managers listing MBLY in Q3 2023
Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.
11 of 11 holders
Largest increases and reductions, by shares
Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.
Increases
- Millennium Management LLCnew position · 2,953,164 shares now+2,953,164
- Viking Global Investors LPnew position · 1,011,692 shares now+1,011,692
- Verition Fund Management LLCnew position · 106,845 shares now+106,845
- ARK Investment Management LLCexisting position · 52,581 shares now+7,342
Reductions
- Marshall Wace LLPexisting position · 886,782 shares now-1,386,570
- Schonfeld Strategic Advisors LLCexisting position · 246,474 shares now-1,008,819
- Tudor Investment Corpexisting position · 804,234 shares now-361,179
- ExodusPoint Capital Management LPexisting position · 230,000 shares now-223,750
- Discovery Capital Management LLCexisting position · 200,000 shares now-152,485
New positions and exits
At least these many: a manager is shown exiting only where its own filing shows the position gone.
New (3)
Exited (3)
- Rokos Capital Management LLPwas $7.6m
- Soros Fund Management LLCwas $4.6m
- Moore Capital Management LPwas $3.1m
Ownership over time
Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 7 in Q2 2026
Tracked managers listing it, at least.
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2022 | 10 | $415m | n.a. | n.a. |
| Q1 2023 | 6 | $521m | n.a. | n.a. |
| Q2 2023 | 16 | $650m | n.a. | n.a. |
| Q3 2023 | 11 | $644m | n.a. | n.a. |
| Q4 2023 | 8 | $757m | 5 | 6 |
| Q1 2024 | 7 | $724m | 6 | 1 |
| Q2 2024 | 4 | $534m | 1 | 3 |
| Q3 2024 | 6 | $242m | 5 | 2 |
| Q4 2024 | 5 | $342m | 3 | 3 |
| Q1 2025 | 11 | $406m | 9 | 3 |
| Q2 2025 | 11 | $559m | 7 | 3 |
| Q3 2025 | 14 | $504m | 9 | 4 |
| Q4 2025 | 12 | $277m | 17 | 19 |
| Q1 2026 | 6 | $122m | 17 | 17 |
| Q2 2026 | 7 | $206m | 15 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
MBLY and GOOGL →MBLY and AMZN →MBLY and MSFT →Choose a stock to compare with MBLY →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own MBLY, latest filings →Back to the 13F Explorer →