JY
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Jeff Yass’s Mobileye MBLY Stock Holding History

Jeff Yass’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 		$16.8M Sell
1,736,400
-497,400
-22% -$4.43M ﹤0.01% 2659
2026
Q1 		$15.3M Sell
2,233,800
-139,100
-6% -$1.26M ﹤0.01% 2540
2025
Q4 		$24.8M Buy
2,372,900
+741,500
+45% +$9.26M ﹤0.01% 1997
2025
Q3 		$23M Sell
1,631,400
-370,300
-18% -$5.51M ﹤0.01% 2054
2025
Q2 		$36M Sell
2,001,700
-1,397,600
-41% -$21.4M 0.01% 1427
2025
Q1 		$48.9M Buy
3,399,300
+195,300
+6% +$3.19M 0.01% 1041
2024
Q4 		$63.8M Buy
3,204,000
+1,341,400
+72% +$21.1M 0.01% 951
2024
Q3 		$25.5M Buy
1,862,600
+163,800
+10% +$2.87M ﹤0.01% 1585
2024
Q2 		$47.7M Buy
1,698,800
+1,137,200
+202% +$32.9M 0.01% 1019
2024
Q1 		$18.1M Buy
561,600
+234,900
+72% +$6.67M ﹤0.01% 1896
2023
Q4 		$14.2M Sell
326,700
-1,400
-0.4% -$55.1K ﹤0.01% 2188
2023
Q3 		$13.6M Sell
328,100
-392,400
-54% -$15.1M ﹤0.01% 2182
2023
Q2 		$27.7M Buy
720,500
+576,900
+402% +$23.4M 0.01% 1428
2023
Q1 		$6.21M Sell
143,600
-669,100
-82% -$26.2M ﹤0.01% 3133
2022
Q4 		$28.5M Buy
+812,700
New +$24.7M 0.01% 1228

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jeff Yass's MBLY Position: Q2 2026 in Review

Jeff Yass reduced its Mobileye (MBLY) stake by 29% in Q2 2026, selling an estimated $7.7M and leaving 2,162,616 shares worth $20.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Jeff Yass first reported a position in MBLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $30.6M in Q2 2024. 294 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • Jeff Yass held 2,162,616 shares of Mobileye worth $20.9M as of Q2 2026.
  • Jeff Yass sold 863,852 Mobileye shares in Q2 2026, an estimated $7.7M.
  • Mobileye made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2423 holding.
  • Jeff Yass first reported a position in Mobileye in Q1 2023 and has held it in 13 quarters since.
  • Jeff Yass's Mobileye position peaked at $30.6M in Q2 2024.
  • 294 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.