STONERIDGE INVESTMENT PARTNERS LLC

Position in AMBA — Ambarella Inc

CIK 1108831 RADNOR, PA

Position in AMBA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$230,887

-$247,928 QoQ

Shares Held

2,691

-71.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#231

of 335 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 84% Shared 16% None 0%

Technology · as of Jun 30, 2026

STONERIDGE INVESTMENT PARTNERS LLC holds $237,464 across 6 Semiconductor Equipment & Materials names. AMBA ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMBA	Ambarella Inc This page	2,691	$230,887
2	LRCX	Lam Research Corp	7,770	$2,277
3	KLAC	Kla Corp	10,750	$1,965
4	AMAT	Applied Materials Inc /De	3,471	$1,762
5	UCTT	Ultra Clean Holdings, Inc.	4,164	$347
6	AEHR	Aehr Test Systems	2,831	$226

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,887	2,691	-71.1%	Shares	Sole	2026-08-06
2026-03-31	$478,815	9,301	0.0%	Shares	Sole	2026-05-06
2025-12-31	$658,882	9,301	+262.0%	Shares	Sole	2026-02-05
2025-09-30	$211,993	2,569	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.