TWO SIGMA INVESTMENTS, LP

Position in MBLY — Mobileye Global Inc.

CIK 1179392 NEW YORK, NY

Position in MBLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$98,900,211

+$30,953,232 QoQ

Shares Held

10,216,964

+3.3% QoQ

Ownership

4.05%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

of 293 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Cyclical · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $307,546,689 across 38 Auto Parts names. MBLY ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MBLY	Mobileye Global Inc. This page	10,216,964	$98,900,211
2	AZO	Autozone Inc	7,455	$23,825,731
3	QS	QuantumScape Corp	3,018,682	$22,821,235
4	ORLY	O Reilly Automotive Inc	197,174	$18,157,753
5	DAN	DANA Inc	645,035	$17,551,402
6	MGA	Magna International Inc	224,811	$14,761,090
7	VGNT	Versigent PLC	294,161	$12,357,703
8	PLOW	Douglas Dynamics, Inc	174,190	$9,397,550

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,900,211	10,216,964	+3.3%	Shares	Sole	2026-08-14
2026-03-31	$67,946,979	9,890,390	+110.9%	Shares	Sole	2026-05-15
2025-12-31	$48,970,928	4,690,702	+7.0%	Shares	Sole	2026-02-17
2025-09-30	$61,898,338	4,383,735	+131.9%	Shares	Sole	2025-11-14
2025-06-30	$33,992,160	1,890,554	+16.5%	Shares	Sole	2025-08-14
2025-03-31	$23,367,240	1,622,725	+902.1%	Shares	Sole	2025-05-15
2024-12-31	$3,225,546	161,925	-26.3%	Shares	Sole	2025-02-14
2024-09-30	$3,010,369	219,735	+352.1%	Shares	Sole	2024-11-14
2023-12-31	$2,105,352	48,600	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,019,330	48,600	-87.0%	Shares	Sole	2023-11-14
2023-06-30	$14,377,301	374,214	+670.0%	Shares	Sole	2023-08-14
2023-03-31	$2,102,922	48,600	-95.5%	Shares	Sole	2023-05-15
2022-12-31	$37,812,876	1,078,519	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.