Glen Kacher’s Mobileye MBLY Stock Holding History

Glen Kacher’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 Q1	–	Sell	-766,892	Closed	-$15.3M	–	28
2024 Q4	$15.3M	Buy	+766,892	New	+$12.1M	2.81%	14

Other funds holding MBLY

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Glen Kacher's MBLY Position: Q1 2025 in Review

Glen Kacher sold out of Mobileye (MBLY) in Q1 2025, closing a stake of 766,892 shares — an estimated $15.3M sold.

Glen Kacher first reported a position in MBLY in Q4 2024 and held it in 1 quarter. The position peaked at $15.3M in Q4 2024. 254 funds tracked by Wall St. Rank hold MBLY as of Q1 2025.

Glen Kacher reported no remaining Mobileye position as of Q1 2025 after selling out during the quarter.
Glen Kacher sold 766,892 Mobileye shares in Q1 2025, an estimated $15.3M.
Glen Kacher first reported a position in Mobileye in Q4 2024 and held it in 1 quarter.
Glen Kacher's Mobileye position peaked at $15.3M in Q4 2024.
254 funds tracked by Wall St. Rank held Mobileye as of Q1 2025.

Based on Light Street Capital Management's 13F filing for Q1 2025, filed 15 May 2025.