TWO SIGMA INVESTMENTS, LP

Position in AMBA — Ambarella Inc

CIK 1179392 NEW YORK, NY

Back to AMBA Full portfolio

Position in AMBA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$469,326

-$187,970 QoQ

Shares Held

5,470

-57.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#188

of 335 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMBA Over Time

Shares Held

Position Value (USD)

Derivatives in AMBA

reported options exposure · as of Dec 31, 2021

CallValue

$5,254,851

CallShares

25,900

PutValue

$6,472,191

PutShares

31,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. AMBA ranks #27 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	461,505	$918,136,461
2	Q	Qnity Electronics, Inc.	1,731,805	$282,821,074
3	ONTO	Onto Innovation Inc.	632,976	$239,549,767
4	TER	Teradyne, Inc	469,082	$226,960,634
5	AEHR	Aehr Test Systems	1,164,614	$111,872,820
6	ENTG	Entegris Inc	551,105	$99,121,745
7	LRCX	Lam Research Corp	225,152	$97,565,116
8	AMKR	Amkor Technology, Inc.	1,069,101	$92,188,579

All Filings in AMBA

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,326	5,470	-57.2%	Shares	Sole	2026-08-14
2026-03-31	$657,296	12,768	+29.4%	Shares	Sole	2026-05-15
2025-12-31	$699,049	9,868	-46.9%	Shares	Sole	2026-02-17
2025-09-30	$1,532,231	18,568	-39.6%	Shares	Sole	2025-11-14
2025-06-30	$2,032,048	30,756	+27.3%	Shares	Sole	2025-08-14
2025-03-31	$1,216,375	24,168	-70.4%	Shares	Sole	2025-05-15
2024-12-31	$5,939,948	81,660	-44.7%	Shares	Sole	2025-02-14
2024-09-30	$8,333,731	147,735	-24.7%	Shares	Sole	2024-11-14
2024-06-30	$10,578,516	196,080	-16.9%	Shares	Sole	2024-08-14
2024-03-31	$11,977,912	235,925	+23.8%	Shares	Sole	2024-05-15
2023-12-31	$11,675,990	190,504	-58.5%	Shares	Sole	2024-02-14
2023-09-30	$24,363,572	459,430	+46.1%	Shares	Sole	2023-11-14
2023-06-30	$26,316,139	314,523	+70.3%	Shares	Sole	2023-08-14
2023-03-31	$14,297,306	184,672	-16.0%	Shares	Sole	2023-05-15
2022-12-31	$18,079,581	219,866	+6.9%	Shares	Sole	2023-02-14
2022-09-30	$11,553,978	205,660	-26.0%	Shares	Sole	2022-11-14
2022-06-30	$18,192,054	277,911	+185.4%	Shares	Sole	2022-08-15
2022-03-31	$10,217,739	97,386	-71.5%	Shares	Sole	2022-05-16
2021-12-31	$5,254,851	25,900	+317.7%	Call	Sole	2022-02-14
2021-12-31	$6,472,191	31,900	+254.4%	Put	Sole	2022-02-14
2021-09-30	$965,588	6,200	-66.3%	Call	Sole	2021-11-15
2021-09-30	$53,229,284	341,783	+30.5%	Shares	Sole	2021-11-15
2021-09-30	$1,401,660	9,000	-60.0%	Put	Sole	2021-11-15
2021-06-30	$2,399,175	22,500	+33.9%	Put	Sole	2021-08-16
2021-06-30	$27,936,313	261,993	-23.5%	Shares	Sole	2021-08-16
2021-06-30	$1,961,992	18,400	+76.9%	Call	Sole	2021-08-16
2021-03-31	$34,370,223	342,367	+30.3%	Shares	Sole	2021-05-17
2021-03-31	$1,044,056	10,400	+108.0%	Call	Sole	2021-05-17
2021-03-31	$1,686,552	16,800	+158.5%	Put	Sole	2021-05-17
2020-12-31	$24,123,409	262,725	-28.2%	Shares	Sole	2021-02-16
2020-12-31	$459,100	5,000	+11.1%	Call	Sole	2021-02-16
2020-12-31	$596,830	6,500	+47.7%	Put	Sole	2021-02-16
2020-09-30	$229,592	4,400	-61.1%	Put	Sole	2020-11-16
2020-09-30	$19,082,330	365,702	+70.8%	Shares	Sole	2020-11-16
2020-09-30	$234,810	4,500	-45.8%	Call	Sole	2020-11-16
2020-06-30	$9,804,406	214,070	—	Shares	Sole	2020-08-14
2020-03-31	$403,048	8,300	—	Call	Sole	2020-05-15
2020-03-31	$548,728	11,300	—	Put	Sole	2020-05-15
No filing history on record for this holder in this stock.