AMBA
Ambarella, Inc. · Technology · Semiconductors
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | +2 | 24.18M | $2.13B | +10 | −8 |
| Q1 2026 | 106 | +4 | 25.12M | $1.29B | +11 | −7 |
| Q4 2025 | 102 | -1 | 27.16M | $1.92B | +1 | −2 |
| Q3 2025 | 20 | +1 | 15.75M | $1.30B | +2 | −1 |
| Q2 2025 | 16 | -2 | 14.28M | $943.54M | — | −2 |
| Q1 2025 | 15 | 0 | 5.22M | $262.59M | +1 | −1 |
| Q4 2024 | 15 | +1 | 6.38M | $463.79M | +2 | −1 |
| Q3 2024 | 13 | 0 | 5.27M | $297.37M | — | — |
| Q2 2024 | 13 | — | 5.52M | $297.87M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 1.45M | — | $78.09M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 1.08M | — | $58.06M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 1.08M | — | $58.06M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 902.19K | — | $48.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 902.19K | — | $48.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 613.35K | — | $33.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 613.35K | — | $33.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Point72 Asset Management ✦ | 507.01K | — | $27.35M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 346.91K | — | $18.72M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 326.24K | — | $17.60M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 326.24K | — | $17.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Baillie Gifford ✦ | 326.24K | — | $17.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baillie Gifford ✦ | 326.24K | — | $17.60M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 196.08K | — | $10.58M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 36.67K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | PRIMECAP Management ✦ | 30.10K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 21.64K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 12.29K | — | $663,099 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 4.59K | — | $247,738 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 4.59K | — | $247,738 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 300 holders, 35.99M shares, $1.73B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.