MBLY in the 13F filings
Mobileye Global Inc · CUSIP 60741F104
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 21 Jul 2025
- latest of these filings; the earliest 7 May 2025
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 3 listed it in both
- Shares listed
- 28,192,717
- combined, among listed positions
- Reported value
- $406m
- combined, at the quarter end
Among the 95 comparable managers: 9 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing MBLY in Q1 2025
11 of 11 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 13,783,833 | $198m | 0.17% | Trimmed | -705,721 | 7 May 2025 (the filing on sec.gov) |
| Point72 Asset Management LP | 5,556,618 | $80m | 0.18% | New | new | 21 Jul 2025 (the filing on sec.gov) |
| Balyasny Asset Management LLC | 2,868,428 | $41m | 0.07% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 1,622,725 | $23m | under 0.1% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 1,493,681 | $22m | 0.08% | Added | +77,257 | 15 May 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 1,324,800 | $19m | under 0.1% | New | new | 15 May 2025 (the filing on sec.gov) |
| Walleye Capital LLC | 811,190 | $12m | 0.05% | Added | n.a. | 14 May 2025 (the filing on sec.gov) |
| Quantbot Technologies LP | 304,004 | $4.4m | 0.14% | New | new | 13 May 2025 (the filing on sec.gov) |
| Coatue Management LLC | 226,558 | $3.3m | under 0.1% | New | new | 15 May 2025 (the filing on sec.gov) |
| ARK Investment Management LLC | 115,987 | $1.7m | under 0.1% | Trimmed | -25,825 | 7 May 2025 (the filing on sec.gov) |
| Winton Group Ltd | 84,893 | $1.2m | 0.07% | New | new | 15 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPnew position · 5,556,618 shares now+5,556,618
- Two Sigma Advisers LPnew position · 1,324,800 shares now+1,324,800
- Quantbot Technologies LPnew position · 304,004 shares now+304,004
- Coatue Management LLCnew position · 226,558 shares now+226,558
- Winton Group Ltdnew position · 84,893 shares now+84,893
Reductions
- Baillie Gifford & Coexisting position · 13,783,833 shares now-705,721
- ARK Investment Management LLCexisting position · 115,987 shares now-25,825
New positions and exits
New (5)
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| 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 →