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Dmitry Balyasny’s Mobileye MBLY Stock Holding History

Dmitry Balyasny’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
-305,855
Closed -$3.19M – 3254
2025
Q4 		$3.19M Sell
305,855
-2,462,687
-89% -$30.8M ﹤0.01% 1639
2025
Q3 		$39.1M Buy
2,768,542
+1,818,673
+191% +$27M 0.05% 450
2025
Q2 		$17.1M Sell
949,869
-1,918,559
-67% -$29.3M 0.03% 727
2025
Q1 		$41.3M Buy
2,868,428
+1,669,558
+139% +$27.3M 0.07% 354
2024
Q4 		$23.9M Buy
+1,198,870
New +$18.9M 0.04% 579
2024
Q1 		– Sell
-388,064
Closed -$16.8M – 2905
2023
Q4 		$16.8M Buy
+388,064
New +$15.3M 0.03% 670
2023
Q3 		– Sell
-798,350
Closed -$30.7M – 2537
2023
Q2 		$30.7M Buy
+798,350
New +$32.4M 0.07% 394
2023
Q1 		– Sell
-558,760
Closed -$19.6M – 2953
2022
Q4 		$19.6M Buy
+558,760
New +$17M 0.05% 499

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

Dmitry Balyasny's MBLY Position: Q1 2026 in Review

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

Dmitry Balyasny 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.

  • Dmitry Balyasny reported no remaining Mobileye position as of Q1 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 305,855 Mobileye shares in Q1 2026, an estimated $3.19M.
  • Dmitry Balyasny first reported a position in Mobileye in Q4 2022 and held it in 8 quarters.
  • Dmitry Balyasny'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.