AMBA
Ambarella, Inc. · Technology · Semiconductors
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 ✦ | 1.25M | -13.7% | $70.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 916.76K | +1.6% | $51.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 916.76K | +1.6% | $51.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 882.01K | -18.1% | $49.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 882.01K | -18.1% | $49.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Point72 Asset Management ✦ | 862.08K | +70.0% | $48.63M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 556.01K | -9.3% | $31.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 556.01K | -9.3% | $31.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Marshall Wace ✦ | 556.01K | -9.3% | $31.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 328.45K | +0.7% | $18.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 328.45K | +0.7% | $18.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Baillie Gifford ✦ | 328.45K | +0.7% | $18.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Baillie Gifford ✦ | 328.45K | +0.7% | $18.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 231.18K | -33.4% | $13.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 147.74K | -24.7% | $8.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | PRIMECAP Management ✦ | 29.40K | -2.3% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 21.98K | +1.5% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 19.07K | +315.4% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 19.07K | +315.4% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 19.07K | +315.4% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 18.88K | +53.6% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Arrowstreet Capital ✦ | 8.33K | -77.3% | $469,797 | 0.0% | ▼ Trim | 2 | 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.