Philippe Laffont’s Mobileye MBLY Stock Holding History

Philippe Laffont’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	-226,558	Closed	-$3.2M	–	66
2025 Q3	$3.2M	Hold	226,558	–	–	0.01%	67
2025 Q2	$4.07M	Hold	226,558	–	–	0.01%	61
2025 Q1	$3.26M	Buy	+226,558	New	+$3.7M	0.01%	61

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

Philippe Laffont's MBLY Position: Q4 2025 in Review

Philippe Laffont sold out of Mobileye (MBLY) in Q4 2025, closing a stake of 226,558 shares — an estimated $3.2M sold.

Philippe Laffont first reported a position in MBLY in Q1 2025 and held it in 3 quarters. The position peaked at $4.07M in Q2 2025. 298 funds tracked by Wall St. Rank hold MBLY as of Q4 2025.

Philippe Laffont reported no remaining Mobileye position as of Q4 2025 after selling out during the quarter.
Philippe Laffont sold 226,558 Mobileye shares in Q4 2025, an estimated $3.2M.
Philippe Laffont first reported a position in Mobileye in Q1 2025 and held it in 3 quarters.
Philippe Laffont's Mobileye position peaked at $4.07M in Q2 2025.
298 funds tracked by Wall St. Rank held Mobileye as of Q4 2025.

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