Ambarella Inc (AMBA)
- Sector
- Semiconductors
- Last price
- $58.55
- As of
Kresmion compiles this page from AMBA's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
AMBARELLA INC (AMBA): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-09-04.
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Preview the AMBA dossierActive events for AMBA
- high13F: funds reduced
5 tracked funds reduced AMBA this 2026Q2, institutional consensus
- high13F: large increase
CITADEL ADVISORS LLC added +189% to AMBA (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +462% to AMBA (2026Q2)
- high13F: funds reduced
3 tracked funds reduced AMBA this 2026Q2, institutional consensus
- high13F: large reduction
Point72 Asset Management, L.P. cut 92% of AMBA (2026Q2)
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Every event on AMBA, as it fires
You are seeing 5 of 20 events recorded on AMBA since 2026-05-16.
The five above landed across 2 days. The other 15 were recorded on 2 other days. 13 of the 20 are institutional flow rows, which arrive in batches on filing days.
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AMBA positions held by the managers we follow (2026Q2)
What the managers we follow bought and sold in Q2 2026
| Manager / security | Market value | % of reported value |
|---|---|---|
| D. E. Shaw & Co., Inc. FundCUSIP G037AX101 · 2026Q2 | $44.2M | 0.03% |
| Point72 Asset Management, L.P. FundCUSIP G037AX101 · 2026Q2 | $10.1M | 0.02% |
| RENAISSANCE TECHNOLOGIES LLC FundCUSIP G037AX101 · 2026Q2 | $9.5M | 0.01% |
| MILLENNIUM MANAGEMENT LLC FundCUSIP G037AX101 · 2026Q2 | $3.5M | 0.00% |
| TWO SIGMA INVESTMENTS, LP FundCUSIP G037AX101 · 2026Q2 | $469K | 0.00% |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. The share of reported value is each position's value over the sum of the values that manager reported for the quarter; option lines are not in that sum, as on each fund page. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, AMBA
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
More data on AMBA
- AMBA share buybacks Cash paid for repurchases, shares bought and program authorizations, from SEC filings.
- AMBA insider trading clusters Three or more insiders filing the same direction within 30 days, from SEC Form 4.
- AMBA against its peers Growth, margins and valuation beside the industry median, from annual SEC filings.
AMBA against its peers
AMBA's operating margin of -21.1% ranks in the 26th percentile of 24 Semiconductors sub-industry peers, fiscal periods ending between 2025-10-04 and 2026-06-27.
| Metric | AMBA | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 391M USD | 809M USD | 22 | 24 |
| Gross margin | 59.2% | 40.0% | 98 | 23 |
| Operating margin | -21.1% | 0.9% | 26 | 24 |
| Net margin | -19.4% | 2.2% | 26 | 24 |
| Return on equity | -12.8% | 1.7% | 26 | 24 |
| P / E | n/a | 43.3x | n/a | 10 |
Peers (24): POWI, ACLS, COHU, VECO, ACMR, UCTT, AXTI, NVTS, DIOD, ENPH, KLIC, RGTI, SEDG, HIMX, AEHR, SYNA, SKYT.D, PLAB, FORM, ALGM, CRUS, PI, SIMO, MXL. Left out: IMOS (period gap). Fiscal periods ending between 2025-10-04 and 2026-06-27. Every figure is one full fiscal year read from one annual filing (AMBA: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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Cite this data
Kresmion counts the managers it follows that reported a non-option position in AMBA on Form 13F-HR for the latest reporting quarter, orders those positions by the value each filing reports, and lists the company's latest SEC filings and the events Kresmion recorded on AMBA in the last 180 days.
Upstream: SEC EDGAR filings for AMBA
Kresmion, "AMBARELLA INC (AMBA) institutional holdings and SEC filings", data as of 2026-09-06, https://kresmion.com/research/AMBA. Upstream data: SEC EDGAR filings for AMBA.
Link to this data (HTML):
<a href="https://kresmion.com/research/AMBA">AMBARELLA INC (AMBA) institutional holdings and SEC filings (Kresmion)</a>
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