Balyasny Asset Management
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Balyasny Asset Management’s Mobileye MBLY Stock Holding History

Balyasny Asset Management’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
Q1 		– Sell
-450,000
Closed -$4.7M – 3253
2025
Q4 		$4.7M Sell
450,000
-172,800
-28% -$2.16M 0.01% 1428
2025
Q3 		$8.79M Buy
622,800
+322,800
+108% +$4.8M 0.01% 1116
2025
Q2 		$5.39M Hold
300,000
– – 0.01% 1254
2025
Q1 		$4.32M Sell
300,000
-757,300
-72% -$12.4M 0.01% 1319
2024
Q4 		$21.1M Buy
+1,057,300
New +$16.6M 0.03% 642

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $63.9B AUM 45.56% 1-Year Est. Return

Balyasny Asset Management's MBLY Position: Q1 2026 in Review

Balyasny Asset Management sold out of Mobileye (MBLY) in Q1 2026, closing a stake of 305,855 shares — an estimated $3.19M sold.

Balyasny Asset Management first reported a position in MBLY in Q4 2022 and held it in 8 quarters. The position peaked at $41.3M in Q1 2025. 293 funds tracked by Wall St. Rank hold MBLY as of Q1 2026.

  • Balyasny Asset Management reported no remaining Mobileye position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 305,855 Mobileye shares in Q1 2026, an estimated $3.19M.
  • Balyasny Asset Management first reported a position in Mobileye in Q4 2022 and held it in 8 quarters.
  • Balyasny Asset Management's Mobileye position peaked at $41.3M in Q1 2025.
  • 293 funds tracked by Wall St. Rank held Mobileye as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.