Position in MBLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,905,715
-$19,055,133 QoQ
Shares Held
2,897,484
-22.4% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026Point72 Asset Management, L.P. holds $578,978,193 across 19 Auto Parts names. MBLY ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,143,297 | $197,847,746 | |
| 2 | GPC |
Genuine Parts Co
|
839,505 | $88,777,653 | |
| 3 | AZO |
Autozone Inc
|
26,219 | $88,562,013 | |
| 4 | MOD |
Modine Manufacturing Co
|
340,664 | $73,825,295 | |
| 5 | APTV |
Aptiv PLC
|
521,622 | $36,221,431 | |
| 6 | QS |
QuantumScape Corp
|
3,533,531 | $22,543,927 | |
| 7 | MBLY |
Mobileye Global Inc.
This page
|
2,897,484 | $19,905,715 | |
| 8 | DAN |
DANA Inc
|
554,983 | $18,675,177 |
All Filings in MBLY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||