证券记录 · 已归档季度
AMBA
Ambarella, Inc. · Technology · Semiconductors
15被追踪持有人
+1Δ持有人
6.38M持有股份
$463.79M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 -7.0% ·
净新建仓位 +6.7%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q4 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 1.59M | — | $115.41M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Millennium Management ✦ | 1.39M | +11.5% | $101.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (被动) | 914.53K | -0.2% | $66.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (被动) | 914.53K | -0.2% | $66.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 848.98K | -3.7% | $61.75M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 848.98K | -3.7% | $61.75M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 802.28K | -6.9% | $58.36M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 329.20K | +0.2% | $23.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 329.20K | +0.2% | $23.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 329.20K | +0.2% | $23.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 329.20K | +0.2% | $23.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Marshall Wace ✦ | 202.43K | -63.6% | $14.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Marshall Wace ✦ | 202.43K | -63.6% | $14.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Marshall Wace ✦ | 202.43K | -63.6% | $14.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 202.43K | -63.6% | $14.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 81.66K | -44.7% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 51.19K | -77.9% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 43.00K | 新增 | $3.13M | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 37.46K | +96.4% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 37.46K | +96.4% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 37.46K | +96.4% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | PRIMECAP Management ✦ | 25.80K | -12.2% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 25.38K | +15.5% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | GAMCO Investors ✦ | 18.50K | -2.0% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 14.52K | 新增 | $1.06M | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Renaissance Technologies | $3.13M | 0.0% |
| Gotham Asset Management | $1.06M | 0.0% |
已清仓
| Arrowstreet Capital | $469,797 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 300 持有人, 35.99M 股份, $1.73B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2024 ·
方法论 ·
通过API获取此数据