MBLY in the 13F filings
Mobileye Global Inc · CUSIP 60741F104
- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 31 Oct 2024
- Managers listing it
- 6
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 3 listed it in both
- Shares listed
- 17,631,726
- combined, among listed positions
- Reported value
- $242m
- combined, at the quarter end
Among the 94 comparable managers: 5 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,374,226.
Managers listing MBLY in Q3 2024
6 of 6 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 15,635,086 | $214m | 0.16% | Trimmed | -163,859 | 5 Nov 2024 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 1,476,359 | $20m | 0.07% | New | new | 14 Nov 2024 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 363,393 | $5.0m | under 0.1% | Added | +115,616 | 12 Nov 2024 (the filing on sec.gov) |
| ARK Investment Management LLC | 74,878 | $1.0m | under 0.1% | Added | +5,323 | 31 Oct 2024 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 63,294 | $867k | under 0.1% | New | new | 14 Nov 2024 (the filing on sec.gov) |
| Caxton Associates LLP | 18,716 | $256k | under 0.1% | New | new | 14 Nov 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Voloridge Investment Management LLCnew position · 1,476,359 shares now+1,476,359
- ExodusPoint Capital Management LPexisting position · 363,393 shares now+115,616
- Brevan Howard Capital Management LPnew position · 63,294 shares now+63,294
- Caxton Associates LLPnew position · 18,716 shares now+18,716
- ARK Investment Management LLCexisting position · 74,878 shares now+5,323
Reductions
- Baillie Gifford & Coexisting position · 15,635,086 shares now-163,859
New positions and exits
New (3)
Exited (1)
- Janus Henderson Group Ltdwas $81m
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 →