Discovery Capital Management’s Mobileye MBLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200,000	Closed	-$8.31M	–	55
2023 Q3	$8.31M	Sell	200,000 -152,485	-43%	-$6.34M	1.48%	18
2023 Q2	$13.5M	Buy	+352,485	New	+$13.5M	1.42%	22