Position
Intel Corp in Mobileye Global Inc.
Back to the book · All holders of MBLY
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$178.5M$10.44 → $6.87
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 50M | $522M | — | — | — | 72.1% |
| Q1 2026 | 50M | $343.5M | $6.87 | −$178.5M | −$0 | 73.1% |