Position in MBLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,946,979
+$18,976,051 QoQ
Shares Held
9,890,390
+110.9% QoQ
Ownership
4.05%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 98.33373608118588.ToString("F0")%
Shared 0.ToString("F0")%
None 1.6662639188141215.ToString("F0")%
Common Shares in MBLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $814,757,491 across 40 Auto Parts names. MBLY ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,851,180 | $263,192,425 | |
| 2 | AZO |
Autozone Inc
|
54,867 | $185,328,655 | |
| 3 | QS |
QuantumScape Corp
|
12,580,529 | $80,263,775 | |
| 4 | MGA |
Magna International Inc
|
1,245,024 | $69,484,789 | |
| 5 | MBLY |
Mobileye Global Inc.
This page
|
9,890,390 | $67,946,979 | |
| 6 | ALV |
Autoliv Inc
|
249,858 | $26,275,067 | |
| 7 | DAN |
DANA Inc
|
536,309 | $18,046,797 | |
| 8 | ADNT |
Adient plc
|
716,329 | $14,477,009 |
All Filings in MBLY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,946,979 | 9,890,390 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,970,928 | 4,690,702 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $61,898,338 | 4,383,735 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,992,160 | 1,890,554 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,367,240 | 1,622,725 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,225,546 | 161,925 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,010,369 | 219,735 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $2,105,352 | 48,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,019,330 | 48,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,377,301 | 374,214 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,102,922 | 48,600 | 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. | ||||||