Baillie Gifford & Co
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Baillie Gifford & Co’s Mobileye MBLY Stock Holding History

Baillie Gifford & Co’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,140,398
Closed -$28.4M – 279
2026
Q1 		$28.4M Sell
4,140,398
-3,231,324
-44% -$29.3M 0.03% 168
2025
Q4 		$77M Sell
7,371,722
-3,437,640
-32% -$42.9M 0.06% 141
2025
Q3 		$153M Sell
10,809,362
-2,728,011
-20% -$40.6M 0.11% 111
2025
Q2 		$243M Sell
13,537,373
-246,460
-2% -$3.77M 0.18% 86
2025
Q1 		$198M Sell
13,783,833
-705,721
-5% -$11.5M 0.17% 90
2024
Q4 		$289M Sell
14,489,554
-1,145,532
-7% -$18M 0.22% 75
2024
Q3 		$214M Sell
15,635,086
-163,859
-1% -$2.87M 0.16% 96
2024
Q2 		$444M Sell
15,798,945
-186,267
-1% -$5.39M 0.35% 57
2024
Q1 		$514M Buy
15,985,212
+7,560,929
+90% +$215M 0.4% 53
2023
Q4 		$365M Sell
8,424,283
-31,988
-0.4% -$1.26M 0.29% 75
2023
Q3 		$351M Sell
8,456,271
-38,935
-0.5% -$1.5M 0.32% 70
2023
Q2 		$326M Buy
8,495,206
+2,319,071
+38% +$94.1M 0.28% 79
2023
Q1 		$267M Sell
6,176,135
-6,226
-0.1% -$244K 0.24% 82
2022
Q4 		$217M Buy
+6,182,361
New +$188M 0.23% 87

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Baillie Gifford & Co's MBLY Position: Q2 2026 in Review

Baillie Gifford & Co sold out of Mobileye (MBLY) in Q2 2026, closing a stake of 4,140,398 shares — an estimated $28.4M sold.

Baillie Gifford & Co first reported a position in MBLY in Q4 2022 and held it in 14 quarters. The position peaked at $514M in Q1 2024. 295 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • Baillie Gifford & Co reported no remaining Mobileye position as of Q2 2026 after selling out during the quarter.
  • Baillie Gifford & Co sold 4,140,398 Mobileye shares in Q2 2026, an estimated $28.4M.
  • Baillie Gifford & Co first reported a position in Mobileye in Q4 2022 and held it in 14 quarters.
  • Baillie Gifford & Co's Mobileye position peaked at $514M in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.