Hudson Bay Capital Management’s Mobileye MBLY Stock Holding History

Hudson Bay 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
2026 Q2	$2.15M	Buy	+221,642	New	+$1.98M	0.01%	802
2025 Q3	–	Sell	-66,385	Closed	-$1.19M	–	1504
2025 Q2	$1.19M	Buy	66,385 +18,347	+38%	+$280K	﹤0.01%	921
2025 Q1	$692K	Sell	48,038 -320,000	-87%	-$5.23M	﹤0.01%	980
2024 Q4	$7.33M	Buy	+368,038	New	+$5.79M	0.03%	431
2024 Q2	–	Sell	-40,000	Closed	-$1.29M	–	876
2024 Q1	$1.29M	Buy	+40,000	New	+$1.14M	0.01%	523
2023 Q3	–	Sell	-104,000	Closed	-$4M	–	885
2023 Q2	$4M	Buy	104,000 +94,000	+940%	+$3.81M	0.03%	360
2023 Q1	$433K	Sell	10,000 -30,000	-75%	-$1.17M	﹤0.01%	631
2022 Q4	$1.4M	Buy	+40,000	New	+$1.21M	0.01%	660

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

Hudson Bay Capital Management's MBLY Position: Q2 2026 in Review

Hudson Bay Capital Management opened a new position in Mobileye (MBLY) in Q2 2026: 221,642 shares worth $2.15M. The stake represents 0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in MBLY as recently as Q2 2025.

Hudson Bay Capital Management first reported a position in MBLY in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.33M in Q4 2024. 296 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

Hudson Bay Capital Management held 221,642 shares of Mobileye worth $2.15M as of Q2 2026.
Mobileye was a new Hudson Bay Capital Management position in Q2 2026.
Mobileye made up 0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #802 holding.
Hudson Bay Capital Management first reported a position in Mobileye in Q4 2022 and has held it in 8 quarters since.
Hudson Bay Capital Management's Mobileye position peaked at $7.33M in Q4 2024.
296 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.