SCHEDULE: Alyeska Investment Group Discloses 9.9% Stake in Arbe Robotics

Alyeska Investment Group, L.P. and its affiliates reported a 9.9% beneficial ownership stake in Arbe Robotics Ltd. as of September 30, 2025.

Summary

• Alyeska Investment Group, L.P., Alyeska Fund GP, LLC, and Anand Parekh collectively reported beneficial ownership of 10,422,752 Ordinary Shares of Arbe Robotics Ltd.
• This aggregate amount represents 9.9% of the total outstanding Ordinary Shares of Arbe Robotics Ltd.
• The ownership includes 4,116,822 shares of Class A common stock and warrants to purchase up to 6,305,830 Ordinary Shares, limited by a 9.9% beneficial ownership cap.
• The percentage calculation is based on 105,279,314 outstanding Ordinary Shares, as reported in Arbe Robotics Ltd.'s F-3 filing on June 5, 2025.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 7

Explanation: The disclosure of a significant 9.9% passive stake by a reputable investment group like Alyeska Investment Group is generally a positive signal, indicating institutional confidence in Arbe Robotics Ltd. and its market position. The passive nature of the investment (not for control) suggests a belief in the company's current trajectory.

Positives

• A significant institutional investor, Alyeska Investment Group, L.P., has taken a substantial 9.9% stake in Arbe Robotics Ltd., indicating confidence in the company's prospects.
• The investment is stated to be for ordinary course of business, suggesting a passive, long-term investment rather than an activist position.

Risks

• The beneficial ownership percentage is capped at 9.9% due to warrant terms, which could limit Alyeska's ability to increase its stake beyond this threshold through warrant exercise without further disclosure or potential impact on control.

Future Outlook

The filing does not contain forward-looking statements or guidance from Arbe Robotics Ltd. It solely reports a beneficial ownership stake by an investment group.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11." Alyeska Investment Group, L.P., Alyeska Fund GP, LLC, and Anand Parekh

Industry Context

The disclosure of a significant stake by a prominent investment group in Arbe Robotics Ltd., a company focused on high-resolution radar for autonomous vehicles, underscores continued investor interest in the automotive technology and semiconductor sectors, particularly in advanced driver-assistance systems (ADAS) and autonomous driving solutions.

Comparison to Industry Standards

• A 9.9% stake by an institutional investor like Alyeska Investment Group is a substantial position, often seen as a vote of confidence in a company's technology and market potential within the competitive automotive radar industry, which includes players like Mobileye (Intel), NXP Semiconductors, and Texas Instruments.

Stakeholder Impact

• Shareholders may view the significant stake by Alyeska Investment Group as a positive indicator of institutional confidence, potentially bolstering investor sentiment and share price stability.
• The company's management may feel validated by the investment, potentially reinforcing their strategic direction and operational plans.

Next Steps

• Alyeska Investment Group, L.P. and its affiliates will continue to monitor their investment in Arbe Robotics Ltd. and may file further amendments to Schedule 13G if their beneficial ownership changes significantly.

Key Dates

Recommendation

The filing indicates a significant institutional investor has taken a substantial passive stake, which is generally a positive signal. However, a Schedule 13G filing primarily discloses ownership and does not provide new operational or financial performance data to warrant a 'buy' or 'sell' recommendation. It suggests a 'hold' as it confirms institutional interest without providing new catalysts for immediate price movement beyond the initial disclosure.

Keywords

Arbe Robotics, Alyeska Investment Group, Schedule 13G, Beneficial Ownership, Ordinary Shares, Investment Adviser, Passive Investment, Radar Technology, Automotive, Semiconductor