Mobileye Global Inc.
MX ˙ BMV ˙ US60741F1049
SecurityMX:MBLY / Mobileye Global Inc.
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership4,511,600 shares
Latest Disclosed Value $ 47,101,104
Two Sigma Advisers, Lp reports 1.55% increase in ownership of MBLY / Mobileye Global Inc.

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 4,511,600 shares of Mobileye Global Inc. (MX:MBLY) valued at $47,101,104 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 4,442,900 shares of Mobileye Global Inc.. This represents a change in shares of 1.55% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-17 2025-12-31 13F MOBILEYE GLOBAL COMMON CLASS A 60741F104 4,511,600 68,700 1.55 47,101 -24.92 0.0916
2025-11-14 2025-09-30 13F MOBILEYE GLOBAL COMMON CLASS A 60741F104 4,442,900 2,775,600 166.47 62,734 109.26 0.1255
2025-08-14 2025-06-30 13F MOBILEYE GLOBAL COMMON CLASS A 60741F104 1,667,300 342,500 25.85 29,978 57.20 0.0614
2025-05-15 2025-03-31 13F MOBILEYE GLOBAL COMMON CLASS A 60741F104 1,324,800 1,324,800 19,070 0.0429
2024-02-14 2023-12-31 13F MOBILEYE GLOBAL COMMON CLASS A 60741F104 0 -22,900 -100.00 0 -100.00
2023-11-14 2023-09-30 13F MOBILEYE GLOBAL COMMON CLASS A 60741F104 22,900 -131,000 -85.12 951 -83.91 0.0024
2023-08-14 2023-06-30 13F MOBILEYE GLOBAL PUBLIC CLASS A 60741F104 153,900 85,600 125.33 5,913 100.07 0.0151
2023-05-15 2023-03-31 13F MOBILEYE GLOBAL COMMON CLASS A 60741F104 68,300 -297,500 -81.33 2,955 -76.96 0.0076
2023-02-14 2022-12-31 13F MOBILEYE GLOBAL COMMON CLASS A 60741F104 365,800 365,800 12,825 0.0358
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.