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John Overdeck’s Mobileye MBLY Stock Holding History

John Overdeck’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 		$98.9M Buy
10,216,964
+326,574
+3% +$2.91M 0.07% 312
2026
Q1 		$67.9M Buy
9,890,390
+5,199,688
+111% +$47.1M 0.05% 390
2025
Q4 		$49M Buy
4,690,702
+306,967
+7% +$3.83M 0.07% 360
2025
Q3 		$61.9M Buy
4,383,735
+2,493,181
+132% +$37.1M 0.09% 280
2025
Q2 		$34M Buy
1,890,554
+267,829
+17% +$4.09M 0.06% 381
2025
Q1 		$23.4M Buy
1,622,725
+1,460,800
+902% +$23.9M 0.05% 432
2024
Q4 		$3.23M Sell
161,925
-57,810
-26% -$910K 0.01% 1398
2024
Q3 		$3.01M Buy
+219,735
New +$3.85M 0.01% 1397
2024
Q1 		– Sell
-48,600
Closed -$2.11M – 3232
2023
Q4 		$2.11M Hold
48,600
– – ﹤0.01% 1502
2023
Q3 		$2.02M Sell
48,600
-325,614
-87% -$12.5M 0.01% 1380
2023
Q2 		$14.4M Buy
374,214
+325,614
+670% +$13.2M 0.04% 500
2023
Q1 		$2.1M Sell
48,600
-1,029,919
-95% -$40.3M 0.01% 1353
2022
Q4 		$37.8M Buy
+1,078,519
New +$32.7M 0.12% 208

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

John Overdeck's MBLY Position: Q2 2026 in Review

John Overdeck increased its Mobileye (MBLY) stake by 3.3% in Q2 2026, buying an estimated $2.91M and bringing the position to 10,216,964 shares worth $98.9M. The position accounts for 0.07% of the portfolio, ranked #312.

John Overdeck first reported a position in MBLY in Q4 2022 and has held it in 13 quarters since. 293 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • John Overdeck held 10,216,964 shares of Mobileye worth $98.9M as of Q2 2026.
  • John Overdeck bought 326,574 Mobileye shares in Q2 2026, an estimated $2.91M.
  • Mobileye made up 0.07% of John Overdeck's portfolio in Q2 2026, its #312 holding.
  • John Overdeck first reported a position in Mobileye in Q4 2022 and has held it in 13 quarters since.
  • 293 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.