MBLY·MOBILEYE GLOBAL INC-A
Latest quarter · 2026-Q1
Comparing each investor's own latest 13F vs prior · most institutions have filed 2026-Q12026-Q1 0 new, 1 added, 1 trimmed, 0 exited, net −$48M
Cathie (ARK) uses a 90-day daily comparison; the ADD row includes her window result. A few institutions' latest 13F is still the prior quarter, flagged below.
Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter | Entry Price Range |
|---|---|---|---|---|---|
Ba Baillie Gifford & Co Baillie Gifford & Co | $28M | 0.1% | TRIM2026-Q1 | Before 2020-Q1 | — |
Ch Chase Coleman / Tiger Global Tiger Global Management LLC | $19M | 0.1% | HOLD2023-Q1 | 2022-Q4 | $24.9–$37.3 |
Ph Philippe Laffont / Coatue Coatue Management LLC | $3M | 0.0% | HOLD2025-Q3 | Before 2020-Q1 | — |
Ca Cathie Wood / ARK Invest ARK Investment Management LLC | $1M | 0.0% | ADD90-day window | Before 2020-Q1 | — |
* Cathie uses a 90-day daily window comparison; action semantics differ slightly from quarterly 13F
Holder Count: count of the 24 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 24 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Entry Price Range: OHLC range of the quarter when the investor's holding first appeared in 13F; positions predating our coverage show "—".
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-06