Taylor Frigon Capital Management’s Mobileye MBLY Stock Holding History

Taylor Frigon 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 Q2	$2.75M	Buy	284,206 +82,342	+41%	+$734K	1.29%	20
2026 Q1	$1.39M	Sell	201,864 -838	-0.4%	-$7.59K	0.79%	77
2025 Q4	$2.12M	Buy	202,702 +14,136	+7%	+$177K	1.07%	43
2025 Q3	$2.66M	Buy	188,566 +32,784	+21%	+$488K	1.32%	23
2025 Q2	$2.8M	Sell	155,782 -8,572	-5%	-$131K	1.49%	13
2025 Q1	$2.37M	Sell	164,354 -6,281	-4%	-$103K	1.41%	13
2024 Q4	$3.4M	Sell	170,635 -17,788	-9%	-$280K	1.72%	11
2024 Q3	$2.58M	Buy	188,423 +45,542	+32%	+$798K	1.29%	26
2024 Q2	$4.01M	Buy	142,881 +27,730	+24%	+$803K	1.91%	12
2024 Q1	$3.7M	Buy	+115,151	New	+$3.27M	1.76%	18

Other funds holding MBLY

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HAM

Hedges Asset Management Reno, Nevada $152M AUM

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Taylor Frigon Capital Management's MBLY Position: Q2 2026 in Review

Taylor Frigon Capital Management increased its Mobileye (MBLY) stake by 41% in Q2 2026, buying an estimated $734K and bringing the position to 284,206 shares worth $2.75M. The position accounts for 1.29% of the portfolio, ranked #20.

Taylor Frigon Capital Management first reported a position in MBLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.01M in Q2 2024. 62 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

Taylor Frigon Capital Management held 284,206 shares of Mobileye worth $2.75M as of Q2 2026.
Taylor Frigon Capital Management bought 82,342 Mobileye shares in Q2 2026, an estimated $734K.
Mobileye made up 1.29% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #20 holding.
Taylor Frigon Capital Management first reported a position in Mobileye in Q1 2024 and has held it in 10 quarters since.
Taylor Frigon Capital Management's Mobileye position peaked at $4.01M in Q2 2024.
62 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.