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Longaeva Partners’s Mobileye MBLY Stock Holding History

Longaeva Partners’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 		$8.06M Buy
+832,200
New +$7.42M 0.18% 131
2025
Q4 		– Sell
-873,325
Closed -$12.3M – 139
2025
Q3 		$12.3M Buy
+873,325
New +$13M 1.78% 16

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

Longaeva Partners's MBLY Position: Q2 2026 in Review

Longaeva Partners opened a new position in Mobileye (MBLY) in Q2 2026: 832,200 shares worth $8.06M. The stake represents 0.18% of the portfolio and ranks #131 among its holdings. This is a return to the name: Longaeva Partners previously reported a position in MBLY as recently as Q3 2025.

Longaeva Partners first reported a position in MBLY in Q3 2025 and has held it in 2 quarters since. The position peaked at $12.3M in Q3 2025. 295 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • Longaeva Partners held 832,200 shares of Mobileye worth $8.06M as of Q2 2026.
  • Mobileye was a new Longaeva Partners position in Q2 2026.
  • Mobileye made up 0.18% of Longaeva Partners's portfolio in Q2 2026, its #131 holding.
  • Longaeva Partners first reported a position in Mobileye in Q3 2025 and has held it in 2 quarters since.
  • Longaeva Partners's Mobileye position peaked at $12.3M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Longaeva Partners's 13F filing for Q2 2026, filed 14 Aug 2026.