Primecap Management
MBLY icon

Primecap Management’s Mobileye MBLY Stock Holding History

Primecap 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
2026
Q2 		$33.1M Buy
3,417,080
+219,900
+7% +$1.96M 0.02% 223
2026
Q1 		$22M Buy
3,197,180
+552,500
+21% +$5.01M 0.02% 228
2025
Q4 		$27.6M Buy
2,644,680
+428,880
+19% +$5.36M 0.02% 221
2025
Q3 		$31.3M Sell
2,215,800
-17,400
-0.8% -$259K 0.02% 222
2025
Q2 		$40.2M Buy
2,233,200
+267,000
+14% +$4.08M 0.03% 205
2025
Q1 		$28.3M Buy
1,966,200
+161,800
+9% +$2.64M 0.02% 211
2024
Q4 		$35.9M Buy
1,804,400
+40,000
+2% +$630K 0.03% 210
2024
Q3 		$24.2M Sell
1,764,400
-163,404
-8% -$2.86M 0.02% 225
2024
Q2 		$54.1M Sell
1,927,804
-79,246
-4% -$2.29M 0.04% 184
2024
Q1 		$64.5M Buy
2,007,050
+34,360
+2% +$975K 0.05% 170
2023
Q4 		$85.5M Sell
1,972,690
-39,040
-2% -$1.54M 0.07% 146
2023
Q3 		$83.6M Sell
2,011,730
-7,040
-0.3% -$271K 0.07% 146
2023
Q2 		$77.6M Sell
2,018,770
-2,300
-0.1% -$93.3K 0.06% 155
2023
Q1 		$87.5M Sell
2,021,070
-40,400
-2% -$1.58M 0.08% 145
2022
Q4 		$72.3M Buy
+2,061,470
New +$62.6M 0.07% 153

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

Primecap Management's MBLY Position: Q2 2026 in Review

Primecap Management increased its Mobileye (MBLY) stake by 6.9% in Q2 2026, buying an estimated $1.96M and bringing the position to 3,417,080 shares worth $33.1M. The position accounts for 0.02% of the portfolio, ranked #223.

Primecap Management first reported a position in MBLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $87.5M in Q1 2023. 294 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • Primecap Management held 3,417,080 shares of Mobileye worth $33.1M as of Q2 2026.
  • Primecap Management bought 219,900 Mobileye shares in Q2 2026, an estimated $1.96M.
  • Mobileye made up 0.02% of Primecap Management's portfolio in Q2 2026, its #223 holding.
  • Primecap Management first reported a position in Mobileye in Q4 2022 and has held it in 15 quarters since.
  • Primecap Management's Mobileye position peaked at $87.5M in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Primecap Management's 13F filing for Q2 2026, filed 14 Aug 2026.