aismartmoney

AMBA·AMBARELLA INC

AI CoreData as of 2026-07-07
Holder Count
6 / 30
6 of 30 tracked investors hold AMBA
Aggregate $
$210M
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.0%
Share of aggregated AI exposure across 30 investors

Latest quarter · 2026-Q1

New
No New this quarter
Added−$12M
Exited
No Exited this quarter

Holders

Sorted by position $ desc by default; click headers to sort
InvestorPosition $% of AI ExposureLatest 13F ActionEntry Quarter
Izzy Englander / Millennium
Millennium Management LLC
$94M0.7%HOLD2023-Q4Before 2020-Q1
T. Rowe Price Associates
T. Rowe Price Associates, Inc.
$49M0.0%ADD2026-Q1Before 2020-Q1
Steve Cohen / Point72
Point72 Asset Management, L.P.
$27M0.2%TRIM2026-Q1Before 2020-Q1
$23M0.0%HOLD2023-Q4Before 2020-Q1
Baillie Gifford & Co
Baillie Gifford & Co
$17M0.1%TRIM2025-Q2Before 2020-Q1
Cathie Wood / ARK Invest
ARK Investment Management LLC
$1540000.0%HOLD90-day windowBefore 2020-Q1

* Cathie uses a 90-day daily window comparison; action semantics differ slightly from quarterly 13F

Position Action Log

48 entries · newest first
DateInvestorActionΔ $Δ Shares
2026-Q1TRIM−$28M−250.8K
2026-Q1ADD−$12M+87.7K
2025-Q4ADD+$45M+650.4K
2025-Q4ADD+$58M+828.8K
2025-Q3EXIT−$17M−259.4K
2025-Q3ADD+$10M+121.6K
2025-Q3ADD+$770K+2.7K
2025-Q2TRIM+$3M−30.5K
2025-Q2EXIT−$5M−94.9K
2025-Q2ADD+$341K+7.7K
2025-Q1TRIM−$9M−39.3K
2025-Q1TRIM−$54M−707.4K
2024-Q4ADD+$5M+749
2024-Q4ADD+$58M+802.3K
2024-Q4ADD+$607K+3.4K
2024-Q3ADD+$926K+2.2K
2024-Q3EXIT−$27M−507.0K
2024-Q3ADD+$72K+332
2024-Q2TRIM−$8M−176.6K
2024-Q2ADD+$26M+476.4K
2024-Q2ADD+$123K+1.1K
2024-Q1TRIM−$6M−15.4K
2024-Q1TRIM−$32M−513.7K
2024-Q1ADD−$124K+1.5K
2023-Q4TRIM+$779K−66.0K
2023-Q4TRIM+$12M−10.6K
2023-Q4TRIM−$834K−100.5K
2023-Q4ADD−$166K+3.1K
2023-Q3ADD+$31M+584.3K
2023-Q3NEW+$82M+1.54M
2023-Q3TRIM−$78M−691.6K
2023-Q2EXIT−$50M−641.5K
2023-Q1ADD+$50M+641.5K
2022-Q3EXIT−$41M−620.9K
2022-Q2ADD−$19M+56.0K
2022-Q1ADD+$59M+565.0K
2021-Q4EXIT−$89M−570.7K
2021-Q3TRIM+$28M−4.5K
2021-Q2TRIM+$3M−1.0K
2021-Q1TRIM+$5M−1.1K
2020-Q4ADD+$27M+76.4K
2020-Q3ADD+$5M+32.6K
2020-Q2ADD+$21M+468.4K
2019-Q2EXIT−$17M−394.4K
2019-Q1ADD+$4M+17.0K
2018-Q4ADD−$980K+10.7K
2018-Q3ADD+$2M+39.8K
2018-Q2ADD−$366K+61.8K

Holder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.

Aggregate $: market value sum of the above positions.

Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.

Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.

Layers: chip · infra · model · app · enabler · autonomy · power.

Data live from source, as of 2026-07-07