SCHEDULE: Baillie Gifford Boosts Mobileye Stake to 13.5%

Baillie Gifford & Co. has reported a 13.47% beneficial ownership stake in Mobileye Global Inc. common stock, held on behalf of investment advisory clients.

Summary

• Baillie Gifford & Co. beneficially owns 13,537,373 shares of Mobileye Global Inc. common stock.
• This ownership represents 13.47% of Mobileye Global Inc.'s common stock class.
• Baillie Gifford & Co. holds sole voting power over 11,354,073 shares.
• Baillie Gifford & Co. holds sole dispositive power over 13,537,373 shares.
• The securities are held on behalf of investment advisory clients, including Vanguard International Growth Fund, which holds more than 5% of the class.
• The acquisition of these securities was made in the ordinary course of business and not for the purpose of changing or influencing the control of Mobileye Global Inc.

Sentiment

Score: 7

Explanation: The filing indicates a significant institutional investment in Mobileye Global Inc. by a reputable asset manager, which can be viewed positively for the issuer by signaling institutional confidence. This is a routine disclosure for the investment firm.

Positives

• A significant stake by a major institutional investment adviser like Baillie Gifford & Co. can signal strong institutional confidence in Mobileye Global Inc.'s long-term prospects.
• The disclosure of a large, passive institutional holding may contribute to market stability and liquidity for Mobileye's stock.

Risks

• No specific issuer-related risks for Mobileye Global Inc. are detailed in this beneficial ownership disclosure filing.
• Baillie Gifford & Co. certifies that the securities were not acquired for the purpose of or with the effect of changing or influencing the control of the issuer.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding Mobileye Global Inc.'s future financial performance or strategic outlook.

Industry Context

Mobileye Global Inc. operates in the rapidly evolving autonomous driving and advanced driver-assistance systems (ADAS) industry, a sector attracting significant investment due to its long-term growth potential. Baillie Gifford & Co. is a prominent global investment management firm known for its long-term growth-oriented investment philosophy, suggesting a strategic interest in Mobileye's position within this high-growth industry.

Stakeholder Impact

• Shareholders may view the significant institutional ownership by Baillie Gifford & Co. as a positive indicator of long-term value and stability for Mobileye Global Inc.

Key Dates

Keywords

Mobileye, Baillie Gifford, Investment, Common Stock, Beneficial Ownership, ADAS, Autonomous Driving, Semiconductor, Institutional Investor, Israel