Form 13-F position report

MOBILEYE GLOBAL INC

Reported by D E Shaw & Co Inc

Company profile Manager portfolio Source filing
MBLY CUSIP 60741F104 Manager CIK 0001009207
Latest reported change

Reported 448,001 shares, down 1,173,351 (72.4%) from the prior quarter.

Reported value -81.8%; share count -72.4% vs. the prior quarter.

Reduced
% of reported 13F value < 0.01% This manager · Q1 2026
Shares 448,001 Quarter-end amount reported
Reported value $3,077,766 Fair value at quarter end
Consecutive quarters held 14 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 255,241 -192,760 (-43.0%) < 0.01% $2,470,732 2026-08-14
Q1 2026 Reduced 448,001 -1,173,351 (-72.4%) < 0.01% $3,077,766 2026-05-15
Q4 2025 Reduced 1,621,352 -42,490 (-2.6%) < 0.01% $16,926,915 2026-02-17
Q3 2025 Reduced 1,663,842 -1,812,724 (-52.1%) 0.01% $23,493,449 2025-11-14
Q2 2025 Added 3,476,566 +1,667,983 (92.2%) 0.04% $62,508,657 2025-08-14
Q1 2025 Reduced 1,808,583 -657,522 (-26.7%) 0.02% $26,034,553 2025-05-15
Q4 2024 Added 2,466,105 +2,052,392 (496.1%) 0.04% $49,124,811 2025-02-14
Q3 2024 Added 413,713 +77,661 (23.1%) < 0.01% $5,667,869 2024-11-14
Q2 2024 Added 336,052 +48,324 (16.8%) < 0.01% $9,438,021 2024-08-14
Q1 2024 Reduced 287,728 -148,376 (-34.0%) < 0.01% $9,250,455 2024-05-15
Q4 2023 Added 436,104 +319,982 (275.6%) 0.02% $18,892,025 2024-02-14
Q3 2023 Reduced 116,122 -349,311 (-75.1%) < 0.01% $4,824,869 2023-11-14
Q2 2023 Reduced 465,433 -171,570 (-26.9%) 0.02% $17,881,936 2023-08-14
Q1 2023 Added 637,003 +244,962 (62.5%) 0.03% $27,563,120 2023-05-15
Q4 2022 New 392,041 +392,041 (0.0%) 0.02% $13,744,957 2023-02-14
Institutional context

Who else reported the position

365 managers reported MOBILEYE GLOBAL INC for Q1 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
INTEL CORPORATION Unchanged 50,000,000 0 73.08% $343,500,000 3 qtrs
MANUFACTURERS LIFE INSURANCE COMPANY THE Reduced 10,305,431 -797,212 0.06% $70,798,311 11 qtrs
TWO SIGMA INVESTMENTS LP Added 9,890,390 +5,199,688 0.05% $67,946,979 7 qtrs
The Goldman Sachs Group Inc Added 9,259,643 +395,976 < 0.01% $63,613,747 13 qtrs
BlackRock Inc Reduced 5,917,179 -19,396 < 0.01% $40,651,020 7 qtrs
BAILLIE GIFFORD & CO Reduced 4,140,398 -3,231,324 0.03% $28,444,534 14 qtrs
MORGAN STANLEY Added 4,015,673 +1,904,081 < 0.01% $27,587,673 14 qtrs
UBS Group AG Added 3,747,072 +711,072 < 0.01% $25,742,384 14 qtrs
Harel Insurance Investments & Financial Services Ltd Added 3,585,733 +705,400 0.17% $24,634,000 14 qtrs
RENAISSANCE TECHNOLOGIES LLC Reduced 3,427,946 -689,724 0.04% $23,549,989 7 qtrs
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Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
COMMON CLASS A

Voting authority reported

Sole
448,001
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.