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

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

Two Sigma Investments New York $138B AUM 41.87% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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. 296 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.
296 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.