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AMBA in the 13F filings

Ambarella Inc · CUSIP G037AX101

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
18 May 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
7,241,965
combined, among listed positions
Reported value
$374m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 18 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,017,554.

Managers listing AMBA in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Millennium Management LLC1,512,539$78munder 0.1%Added+1,342,68715 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc952,315$49munder 0.1%Added+87,70515 May 2026 (the filing on sec.gov)
Citadel Advisors LLC931,862$48munder 0.1%Added+396,18815 May 2026 (the filing on sec.gov)
Point72 Asset Management LP521,211$27munder 0.1%Trimmed-250,82215 May 2026 (the filing on sec.gov)
AQR Capital Management LLC495,815$26munder 0.1%Added+259,96815 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC460,580$24munder 0.1%Trimmed-333,16515 May 2026 (the filing on sec.gov)
Woodline Partners LP349,479$18m0.07%Newnew15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)302,337$16munder 0.1%Added+20,96715 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC289,849$15munder 0.1%Trimmed-70,05015 May 2026 (the filing on sec.gov)
Marshall Wace LLP249,542$13munder 0.1%Trimmed-68,94615 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.245,165$13munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Walleye Capital LLC210,934$11munder 0.1%Added+201,77013 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC199,400$10munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP153,741$7.9munder 0.1%Trimmed-68,82415 May 2026 (the filing on sec.gov)
Invesco Ltd87,804$4.5munder 0.1%Added+5,97612 May 2026 (the filing on sec.gov)
AllianceBernstein LP44,258$3.1munder 0.1%Trimmed-75,02115 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC54,200$2.8munder 0.1%Trimmed-67,18413 May 2026 (the filing on sec.gov)
Holocene Advisors LP35,460$1.8munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP30,759$1.6munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Man Group PLC28,984$1.5munder 0.1%Added+4,13915 May 2026 (the filing on sec.gov)
Quantbot Technologies LP25,225$1.3m0.05%Added+1,51813 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd17,898$921kunder 0.1%Held018 May 2026 (the filing on sec.gov)
Two Sigma Investments LP12,768$657kunder 0.1%Added+2,90015 May 2026 (the filing on sec.gov)
GAMCO Investors Inc9,854$507kunder 0.1%Added+1,70714 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP8,677$447kunder 0.1%Trimmed-37,76914 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AMBA by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20132$4.4mn.a.n.a.
Q1 20141$2.8mn.a.n.a.
Q2 20143$16mn.a.n.a.
Q3 20141$8.3mn.a.n.a.
Q4 20141$235kn.a.n.a.
Q1 20156$91mn.a.n.a.
Q2 20154$190mn.a.n.a.
Q3 20155$69mn.a.n.a.
Q4 20154$64mn.a.n.a.
Q1 20165$67mn.a.n.a.
Q2 20162$63mn.a.n.a.
Q3 20164$140mn.a.n.a.
Q4 20166$83mn.a.n.a.
Q1 20173$12mn.a.n.a.
Q2 20173$12mn.a.n.a.
Q3 20173$27mn.a.n.a.
Q4 20176$101mn.a.n.a.
Q1 20182$35mn.a.n.a.
Q2 20183$32mn.a.n.a.
Q3 20185$39mn.a.n.a.
Q4 20183$32mn.a.n.a.
Q1 20193$40mn.a.n.a.
Q2 20195$42mn.a.n.a.
Q3 201914$196mn.a.n.a.
Q4 20199$196mn.a.n.a.
Q1 20208$195mn.a.n.a.
Q2 20208$144mn.a.n.a.
Q3 202012$258mn.a.n.a.
Q4 202012$382mn.a.n.a.
Q1 202113$312mn.a.n.a.
Q2 202110$312mn.a.n.a.
Q3 202112$597mn.a.n.a.
Q4 202114$914mn.a.n.a.
Q1 20228$365mn.a.n.a.
Q2 20228$194mn.a.n.a.
Q3 20229$196mn.a.n.a.
Q4 202210$335mn.a.n.a.
Q1 20239$269mn.a.n.a.
Q2 20238$308mn.a.n.a.
Q3 202311$277mn.a.n.a.
Q4 20239$249m39
Q1 20248$93m44
Q2 202411$149m48
Q3 20243$99m21
Q4 20246$258m51
Q1 20253$43m12
Q2 20255$82m41
Q3 20252$61m12
Q4 20253$118m1611
Q1 20262$29m1812
Q2 20263$230m818

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AMBA and NVDA →AMBA and AVGO →AMBA and MU →Choose a stock to compare with AMBA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AMBA, latest filings →Back to the 13F Explorer →