Position in MBLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,632,134
+$312,162 QoQ
Shares Held
528,695
+66.3% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MBLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Aquatic Capital Management LLC holds $24,847,429 across 18 Auto Parts names. MBLY ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
64,347 | $5,939,871 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
|
43,430 | $5,083,915 | |
| 3 | MBLY |
Mobileye Global Inc.
This page
|
528,695 | $3,632,134 | |
| 4 | AUR |
Aurora Innovation, Inc.
|
828,238 | $3,412,340 | |
| 5 | ATMU |
Atmus Filtration Technologies Inc.
|
40,897 | $2,321,722 | |
| 6 | LEA |
Lear Corp
|
6,647 | $804,818 | |
| 7 | GPC |
Genuine Parts Co
|
6,764 | $715,293 | |
| 8 | DORM |
Dorman Products, Inc.
|
6,833 | $713,091 |
All Filings in MBLY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,632,134 | 528,695 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,319,972 | 318,005 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,591,732 | 254,372 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||