Position in MBLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,449,395
+$17,707,011 QoQ
Shares Held
4,488,574
+19.8% QoQ
Ownership
1.78%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 293 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MBLY Over Time
Shares Held
Position Value (USD)
Derivatives in MBLY
reported options exposure · as of Jun 30, 2026CallValue
$2,994,024
CallShares
309,300
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, 2026UBS Group AG holds $2,678,835,180 across 55 Auto Parts names. MBLY ranks #16 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
6,788,359 | $625,139,978 | |
| 2 | AZO |
Autozone Inc
|
136,398 | $435,919,808 | |
| 3 | GPC |
Genuine Parts Co
|
1,376,914 | $162,448,311 | |
| 4 | MOD |
Modine Manufacturing Co
|
515,354 | $137,609,823 | |
| 5 | ALV |
Autoliv Inc
|
1,134,300 | $131,771,628 | |
| 6 | APTV |
Aptiv PLC
|
2,118,147 | $130,011,862 | |
| 7 | GTX |
Garrett Motion Inc.
|
2,938,315 | $106,455,150 | |
| 8 | AUR |
Aurora Innovation, Inc.
|
12,589,662 | $85,847,772 |
All Filings in MBLY
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,449,395 | 4,488,574 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $2,994,024 | 309,300 | Call | Defined | 2026-08-13 | |
| 2026-03-31 | $3,333,324 | 485,200 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $25,742,384 | 3,747,072 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $31,695,838 | 3,036,000 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,803,624 | 340,200 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $47,245,081 | 3,345,969 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $293,074 | 16,300 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $96,291,545 | 5,355,481 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $84,360,943 | 5,858,399 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $51,840 | 3,600 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $49,953,682 | 2,507,715 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $822,000 | 60,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $11,524,960 | 841,238 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,457,401 | 123,083 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,685,400 | 60,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $4,402,492 | 136,936 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $3,215,000 | 100,000 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $1,083,000 | 25,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $5,203,771 | 120,124 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,633,505 | 87,449 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $2,617,650 | 63,000 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $897,480 | 21,600 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $20,526,576 | 534,268 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,514,450 | 35,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $4,773,416 | 110,317 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $387,413 | 11,050 | Shares | Defined | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||