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Covalis Capital’s Mobileye MBLY Stock Holding History

Covalis Capital’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
-313,190
Closed -$3.27M – 139
2025
Q4 		$3.27M Sell
313,190
-687,079
-69% -$8.58M 0.23% 60
2025
Q3 		$14.1M Buy
1,000,269
+868,968
+662% +$12.9M 1.65% 20
2025
Q2 		$2.36M Buy
+131,301
New +$2.01M 0.29% 49
2024
Q2 		– Sell
-230,819
Closed -$7.42M – 74
2024
Q1 		$7.42M Buy
230,819
+111,014
+93% +$3.15M 0.92% 24
2023
Q4 		$5.19M Sell
119,805
-166,620
-58% -$6.56M 0.84% 35
2023
Q3 		$11.9M Buy
+286,425
New +$11M 2.1% 16

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Covalis Capital's MBLY Position: Q1 2026 in Review

Covalis Capital sold out of Mobileye (MBLY) in Q1 2026, closing a stake of 313,190 shares — an estimated $3.27M sold.

Covalis Capital first reported a position in MBLY in Q3 2023 and held it in 6 quarters. The position peaked at $14.1M in Q3 2025. 293 funds tracked by Wall St. Rank hold MBLY as of Q1 2026.

  • Covalis Capital reported no remaining Mobileye position as of Q1 2026 after selling out during the quarter.
  • Covalis Capital sold 313,190 Mobileye shares in Q1 2026, an estimated $3.27M.
  • Covalis Capital first reported a position in Mobileye in Q3 2023 and held it in 6 quarters.
  • Covalis Capital's Mobileye position peaked at $14.1M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Mobileye as of Q1 2026.

Based on Covalis Capital's 13F filing for Q1 2026, filed 15 May 2026.