Which hedge funds own MBLY? MOBILEYE GLOBAL INC, Q2 2026 13F holders
35 tracked hedge funds disclosed a position in MBLY (MOBILEYE GLOBAL INC) in their Q2 2026 13F filings, worth $290.6m in total. The largest holder by portfolio weight is Scopia Capital Management LP at 0.7% of its book. 10 opened a new position this quarter: KR Capital LP, Fox Run Management, L.L.C., Bayforest Capital Ltd, Alpha Wealth Funds, LLC. 22 exited: Prescott Group Capital Management, L.L.C., Lombard Odier Asset Management (USA) Corp, Aquatic Capital Management LLC.
- 35
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 10
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 22
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $12.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $57.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $291m
- Combined value Sum of the holders' reported positions in the security.
- 2.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Prescott Group Capital Management, L.L.C. | 0.2% | $1.7m |
| Lombard Odier Asset Management (USA) Corp | 0.1% | $252k |
| Aquatic Capital Management LLC | 0.1% | $3.6m |
| Twinbeech Capital LP | 0.1% | $987k |
| Masters Capital Management LLC | 0.1% | $687k |
| Quantbot Technologies LP | 0.08% | $1.9m |
| Wexford Capital LP | 0.04% | $271k |
| Alyeska Investment Group, L.P. | 0.03% | $11.1m |
| Baillie Gifford | 0.03% | $28.4m |
| SummitTX Capital, L.P. | 0.01% | $381k |
| Alphadyne Asset Management LP | 0.01% | $90.6k |
| Caxton Associates LLP | 0.01% | $420k |
| Qsemble Capital Management, LP | 0.01% | $125k |
| Twin Tree Management, LP | 0.01% | $36.1k |
| Verition Fund Management LLC | 0.01% | $702k |
| Brevan Howard Capital Management LP | 0.01% | $605k |
| Qube Research & Technologies Ltd | 0.0% | $3.5m |
| Squarepoint Ops LLC | 0.0% | $2.3m |
| Freestone Grove Partners LP | 0.0% | $511k |
| Boothbay Fund Management, LLC | 0.0% | $158k |
| Tudor Investment Corp ET AL | 0.0% | $184k |
| CVA Family Office, LLC | 0.0% | $62 |
Ownership over time
Who discovered MBLY first? Beta
| Seven Grand Managers, LLC | Q4 2022 | +0.7 pts |
| Ghisallo Capital Management LLC | Q4 2022 | +0.4 pts |
| Summit Partners Public Asset Management, LLC | Q4 2022 | +0.3 pts |
| Discovery Capital Management, LLC | Q2 2023 | +0.1 pts |
| Brandywine Managers, LLC | Q4 2022 | +0.1 pts |
| Analog Century Management LP | Q1 2024 | −0.4 pts |
| Atalan Capital Partners, LP high conviction | Q1 2024 | −0.9 pts |
| Ibex Investors LLC high conviction | Q1 2024 | −2.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.