Summit Partners Public Asset Management’s Mobileye MBLY Stock Holding History

Summit Partners Public Asset 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
2025 Q3	–	Sell	-139,000	Closed	-$2.07M	–	203
2025 Q2	$2.5M	Buy	+139,000	New	+$2.12M	0.06%	124
2024 Q1	–	Sell	-898,377	Closed	-$25.5M	–	164
2023 Q4	$38.9M	Buy	898,377 +36,701	+4%	+$1.45M	1.62%	13
2023 Q3	$35.8M	Buy	861,676 +148,288	+21%	+$5.7M	1.56%	16
2023 Q2	$27.4M	Sell	713,388 -355,605	-33%	-$14.4M	1.02%	33
2023 Q1	$46.3M	Buy	1,068,993 +354,432	+50%	+$13.9M	1.9%	12
2022 Q4	$25.1M	Buy	+714,561	New	+$21.7M	1.58%	25

Other funds holding MBLY

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Summit Partners Public Asset Management's MBLY Position: Q3 2025 in Review

Summit Partners Public Asset Management sold out of Mobileye (MBLY) in Q3 2025, closing a stake of 139,000 shares — an estimated $2.07M sold.

Summit Partners Public Asset Management first reported a position in MBLY in Q4 2022 and held it in 6 quarters. The position peaked at $46.3M in Q1 2023. 310 funds tracked by Wall St. Rank hold MBLY as of Q3 2025.

Summit Partners Public Asset Management reported no remaining Mobileye position as of Q3 2025 after selling out during the quarter.
Summit Partners Public Asset Management sold 139,000 Mobileye shares in Q3 2025, an estimated $2.07M.
Summit Partners Public Asset Management first reported a position in Mobileye in Q4 2022 and held it in 6 quarters.
Summit Partners Public Asset Management's Mobileye position peaked at $46.3M in Q1 2023.
310 funds tracked by Wall St. Rank held Mobileye as of Q3 2025.

Based on Summit Partners Public Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.