David Shaw’s Mobileye MBLY Stock Holding History

David Shaw’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	$968K	Hold	100,000	–	–	﹤0.01%	3771
2026 Q1	$687K	Sell	100,000 -225,700	-69%	-$2.04M	﹤0.01%	3667
2025 Q4	$3.4M	Sell	325,700 -22,500	-6%	-$281K	﹤0.01%	2622
2025 Q3	$4.92M	Buy	348,200 +63,300	+22%	+$941K	﹤0.01%	2220
2025 Q2	$5.12M	Buy	284,900 +93,100	+49%	+$1.42M	﹤0.01%	2018
2025 Q1	$2.76M	Sell	191,800 -337,000	-64%	-$5.51M	﹤0.01%	2369
2024 Q4	$10.5M	Buy	528,800 +330,300	+166%	+$5.2M	0.01%	1459
2024 Q3	$2.72M	Buy	198,500 +35,000	+21%	+$614K	﹤0.01%	2455
2024 Q2	$4.59M	Buy	163,500 +85,000	+108%	+$2.46M	﹤0.01%	1920
2024 Q1	$2.52M	Buy	+78,500	New	+$2.23M	﹤0.01%	2450

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

David Shaw's MBLY Position: Q2 2026 in Review

David Shaw reduced its Mobileye (MBLY) stake by 43% in Q2 2026, selling an estimated $1.72M and leaving 255,241 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

David Shaw first reported a position in MBLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $62.5M in Q2 2025. 293 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

David Shaw held 255,241 shares of Mobileye worth $2.47M as of Q2 2026.
David Shaw sold 192,760 Mobileye shares in Q2 2026, an estimated $1.72M.
Mobileye made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3026 holding.
David Shaw first reported a position in Mobileye in Q4 2022 and has held it in 15 quarters since.
David Shaw's Mobileye position peaked at $62.5M in Q2 2025.
293 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.