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Ghisallo Capital Management’s Mobileye MBLY Stock Holding History

Ghisallo 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
2025
Q4 		– Sell
-1,000,000
Closed -$14.1M – 235
2025
Q3 		$14.1M Buy
+1,000,000
New +$14.9M 0.46% 46
2024
Q3 		– Sell
-100,000
Closed -$2.81M – 162
2024
Q2 		$2.81M Hold
100,000
– – 0.24% 73
2024
Q1 		$3.21M Sell
100,000
-200,000
-67% -$5.68M 0.37% 73
2023
Q4 		$13M Hold
300,000
– – 1.34% 15
2023
Q3 		$12.5M Hold
300,000
– – 1.27% 19
2023
Q2 		$11.5M Hold
300,000
– – 1.38% 24
2023
Q1 		$13M Sell
300,000
-400,000
-57% -$15.7M 3.12% 9
2022
Q4 		$24.5M Buy
+700,000
New +$21.2M 4.37% 5

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Ghisallo Capital Management's MBLY Position: Q4 2025 in Review

Ghisallo Capital Management sold out of Mobileye (MBLY) in Q4 2025, closing a stake of 1,000,000 shares — an estimated $14.1M sold.

Ghisallo Capital Management first reported a position in MBLY in Q4 2022 and held it in 8 quarters. The position peaked at $24.5M in Q4 2022. 300 funds tracked by Wall St. Rank hold MBLY as of Q4 2025.

  • Ghisallo Capital Management reported no remaining Mobileye position as of Q4 2025 after selling out during the quarter.
  • Ghisallo Capital Management sold 1,000,000 Mobileye shares in Q4 2025, an estimated $14.1M.
  • Ghisallo Capital Management first reported a position in Mobileye in Q4 2022 and held it in 8 quarters.
  • Ghisallo Capital Management's Mobileye position peaked at $24.5M in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Mobileye as of Q4 2025.

Based on Ghisallo Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.