证券记录 · 已归档季度
AMBA
Ambarella, Inc. · Technology · Semiconductors
16被追踪持有人
-2Δ持有人
14.28M持有股份
$943.54M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -11.1% ·
股份流向 -1.6% ·
净新建仓位 -12.5%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
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 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 5.16M | — | $341.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (被动) | 5.16M | — | $341.17M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 5.16M | — | $341.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (被动) | 5.16M | — | $341.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (被动) | 5.16M | — | $341.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 3.92M | — | $258.83M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (被动) | 1.86M | +8.9% | $122.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Geode Capital Management ✦ (被动) | 976.28K | +3.0% | $64.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Geode Capital Management ✦ (被动) | 976.28K | +3.0% | $64.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 945.66K | +33.0% | $62.48M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 27 | Renaissance Technologies ✦ | 350.85K | -1.9% | $23.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Baillie Gifford ✦ | 259.38K | -10.5% | $17.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Baillie Gifford ✦ | 259.38K | -10.5% | $17.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Baillie Gifford ✦ | 259.38K | -10.5% | $17.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Baillie Gifford ✦ | 259.38K | -10.5% | $17.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 225.00K | +165.1% | $14.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 225.00K | +165.1% | $14.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 225.00K | +165.1% | $14.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 225.00K | +165.1% | $14.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 225.00K | +165.1% | $14.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 220.75K | — | $14.58M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 220.75K | — | $14.58M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Arrowstreet Capital ✦ | 112.66K | +899.6% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Marshall Wace ✦ | 88.32K | +1895.1% | $5.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Marshall Wace ✦ | 88.32K | +1895.1% | $5.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Marshall Wace ✦ | 88.32K | +1895.1% | $5.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Marshall Wace ✦ | 88.32K | +1895.1% | $5.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Millennium Management ✦ | 64.04K | -93.0% | $4.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 33.12K | +15.2% | $2.19M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Two Sigma Investments ✦ | 30.76K | +27.3% | $2.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | PRIMECAP Management ✦ | 21.90K | -13.4% | $1.45M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | GAMCO Investors ✦ | 16.18K | -11.8% | $1.07M | 0.0% | ▼ Trim | 5 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Point72 Asset Management | $4.77M | 曾为 0.0% |
| Gotham Asset Management | $238,967 | 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: Q2 2025 ·
方法论 ·
通过API获取此数据