Position in MBLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,327,707
+$27,421,992 QoQ
Shares Held
4,889,226
+68.7% QoQ
Ownership
1.94%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#6
of 293 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MBLY Over Time
Shares Held
Position Value (USD)
Derivatives in MBLY
reported options exposure · as of Mar 31, 2026CallValue
$125,721
CallShares
18,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Point72 Asset Management, L.P. holds $699,312,662 across 21 Auto Parts names. MBLY ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,102,496 | $193,618,856 | |
| 2 | AZO |
Autozone Inc
|
58,104 | $185,696,891 | |
| 3 | BWA |
Borgwarner Inc
|
2,152,141 | $142,902,162 | |
| 4 | MBLY |
Mobileye Global Inc.
This page
|
4,889,226 | $47,327,707 | |
| 5 | GPC |
Genuine Parts Co
|
288,693 | $34,060,000 | |
| 6 | LKQ |
Lkq Corp
|
849,967 | $22,379,631 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
153,116 | $17,262,297 | |
| 8 | QS |
QuantumScape Corp
|
1,860,426 | $14,064,820 |
All Filings in MBLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,327,707 | 4,889,226 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $19,905,715 | 2,897,484 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $125,721 | 18,300 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $38,960,848 | 3,731,882 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $59,187,213 | 4,191,729 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $70,457,398 | 3,918,654 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $80,015,299 | 5,556,618 | Shares | Defined | 2025-07-21 | |
| 2025-03-05 | $75,178,566 | 5,052,323 | Shares | Sole | 2025-03-06 | |
| 2024-03-31 | $6,645,051 | 206,689 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $218,620 | 6,800 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $21,723,853 | 501,474 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $823,080 | 19,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $710,448 | 16,400 | Call | Defined | 2024-02-14 | |
| 2022-12-31 | $7,075,108 | 201,800 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||