TwinBeech Capital’s Mobileye MBLY Stock Holding History

TwinBeech Capital’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	–	Sell	-143,600	Closed	-$987K	–	554
2026 Q1	$987K	Buy	143,600 +117,107	+442%	+$1.06M	0.1%	249
2025 Q4	$277K	Buy	+26,493	New	+$331K	0.02%	491
2023 Q3	–	Sell	-113,657	Closed	-$4.37M	–	800
2023 Q2	$4.37M	Buy	+113,657	New	+$4.61M	0.09%	262

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

HIIFS

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

TwinBeech Capital's MBLY Position: Q2 2026 in Review

TwinBeech Capital sold out of Mobileye (MBLY) in Q2 2026, closing a stake of 143,600 shares — an estimated $987K sold.

TwinBeech Capital first reported a position in MBLY in Q2 2023 and held it in 3 quarters. The position peaked at $4.37M in Q2 2023. 294 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

TwinBeech Capital reported no remaining Mobileye position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 143,600 Mobileye shares in Q2 2026, an estimated $987K.
TwinBeech Capital first reported a position in Mobileye in Q2 2023 and held it in 3 quarters.
TwinBeech Capital's Mobileye position peaked at $4.37M in Q2 2023.
294 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.