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
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

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Longaeva Partners's MBLY Position: Q4 2025 in Review

Longaeva Partners sold out of Mobileye (MBLY) in Q4 2025, closing a stake of 873,325 shares — an estimated $12.3M sold.

Longaeva Partners first reported a position in MBLY in Q3 2025 and held it in 1 quarter. The position peaked at $12.3M in Q3 2025. 298 funds tracked by Wall St. Rank hold MBLY as of Q4 2025.

Longaeva Partners reported no remaining Mobileye position as of Q4 2025 after selling out during the quarter.
Longaeva Partners sold 873,325 Mobileye shares in Q4 2025, an estimated $12.3M.
Longaeva Partners first reported a position in Mobileye in Q3 2025 and held it in 1 quarter.
Longaeva Partners's Mobileye position peaked at $12.3M in Q3 2025.
298 funds tracked by Wall St. Rank held Mobileye as of Q4 2025.

Based on Longaeva Partners's 13F filing for Q4 2025, filed 17 Feb 2026.