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Marsico Capital Management’s Mobileye MBLY Stock Holding History

Marsico 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
2024
Q1 		– Sell
-194,734
Closed -$8.44M – 73
2023
Q4 		$8.44M Sell
194,734
-256,694
-57% -$10.1M 0.33% 40
2023
Q3 		$18.8M Buy
451,428
+140,349
+45% +$5.4M 0.8% 22
2023
Q2 		$12M Buy
311,079
+196,352
+171% +$7.97M 0.48% 30
2023
Q1 		$4.96M Buy
+114,727
New +$4.49M 0.23% 50

Other funds holding MBLY

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
ACP
Atalan Capital Partners New York $1.63B AUM 149.71% 1-Year Est. Return

Marsico Capital Management's MBLY Position: Q1 2024 in Review

Marsico Capital Management sold out of Mobileye (MBLY) in Q1 2024, closing a stake of 194,734 shares — an estimated $8.44M sold.

Marsico Capital Management first reported a position in MBLY in Q1 2023 and held it in 4 quarters. The position peaked at $18.8M in Q3 2023. 268 funds tracked by Wall St. Rank hold MBLY as of Q1 2024.

  • Marsico Capital Management reported no remaining Mobileye position as of Q1 2024 after selling out during the quarter.
  • Marsico Capital Management sold 194,734 Mobileye shares in Q1 2024, an estimated $8.44M.
  • Marsico Capital Management first reported a position in Mobileye in Q1 2023 and held it in 4 quarters.
  • Marsico Capital Management's Mobileye position peaked at $18.8M in Q3 2023.
  • 268 funds tracked by Wall St. Rank held Mobileye as of Q1 2024.

Based on Marsico Capital Management's 13F filing for Q1 2024, filed 13 May 2024.