Qsemble Capital Management’s Mobileye MBLY Stock Holding History

Qsemble 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
2026 Q1	$125K	Sell	18,254 -128,980	-88%	-$1.17M	0.01%	430
2025 Q4	$1.54M	Buy	147,234 +8,594	+6%	+$107K	0.13%	223
2025 Q3	$1.96M	Buy	138,640 +97,731	+239%	+$1.45M	0.19%	167
2025 Q2	$736K	Sell	40,909 -6,730	-14%	-$103K	0.07%	283
2025 Q1	$686K	Buy	+47,639	New	+$778K	0.07%	267
2024 Q4	–	Sell	-57,558	Closed	-$789K	–	471
2024 Q3	$789K	Buy	57,558 +48,612	+543%	+$852K	0.15%	210
2024 Q2	$251K	Buy	+8,946	New	+$259K	0.05%	372

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Qsemble Capital Management's MBLY Position: Q1 2026 in Review

Qsemble Capital Management reduced its Mobileye (MBLY) stake by 88% in Q1 2026, selling an estimated $1.17M and leaving 18,254 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #430.

Qsemble Capital Management first reported a position in MBLY in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q3 2025. 292 funds tracked by Wall St. Rank hold MBLY as of Q1 2026.

Qsemble Capital Management held 18,254 shares of Mobileye worth $125K as of Q1 2026.
Qsemble Capital Management sold 128,980 Mobileye shares in Q1 2026, an estimated $1.17M.
Mobileye made up 0.01% of Qsemble Capital Management's portfolio in Q1 2026, its #430 holding.
Qsemble Capital Management first reported a position in Mobileye in Q2 2024 and has held it in 7 quarters since.
Qsemble Capital Management's Mobileye position peaked at $1.96M in Q3 2025.
292 funds tracked by Wall St. Rank held Mobileye as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.