Bayesian Capital Management’s Mobileye MBLY Stock Holding History

Bayesian Capital 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 Q2	$106K	Buy	+11,000	New	+$98K	0.07%	215
2025 Q3	–	Sell	-50,500	Closed	-$908K	–	696
2025 Q2	$908K	Buy	+50,500	New	+$772K	0.14%	193
2025 Q1	–	Sell	-37,157	Closed	-$740K	–	812
2024 Q4	$740K	Buy	+37,157	New	+$585K	0.09%	294
2024 Q3	–	Sell	-46,700	Closed	-$1.31M	–	904
2024 Q2	$1.31M	Buy	+46,700	New	+$1.35M	0.15%	179
2023 Q2	–	Sell	-23,300	Closed	-$1.01M	–	956
2023 Q1	$1.01M	Buy	+23,300	New	+$912K	0.12%	234

Other funds holding MBLY

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Bayesian Capital Management's MBLY Position: Q2 2026 in Review

Bayesian Capital Management opened a new position in Mobileye (MBLY) in Q2 2026: 11,000 shares worth $106K. The stake represents 0.07% of the portfolio and ranks #215 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in MBLY as recently as Q2 2025.

Bayesian Capital Management first reported a position in MBLY in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.31M in Q2 2024. 295 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

Bayesian Capital Management held 11,000 shares of Mobileye worth $106K as of Q2 2026.
Mobileye was a new Bayesian Capital Management position in Q2 2026.
Mobileye made up 0.07% of Bayesian Capital Management's portfolio in Q2 2026, its #215 holding.
Bayesian Capital Management first reported a position in Mobileye in Q1 2023 and has held it in 5 quarters since.
Bayesian Capital Management's Mobileye position peaked at $1.31M in Q2 2024.
295 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.