Position in AMBA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$94,218,696
+$41,233,988 QoQ
Shares Held
1,098,120
+6.7% QoQ
Ownership
2.50%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
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)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $48,332,018,068 across 30 Semiconductor Equipment & Materials names. AMBA ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
22,007,983 | $15,911,771,709 | |
| 2 | LRCX |
Lam Research Corp
|
34,506,240 | $14,952,588,978 | |
| 3 | KLAC |
Kla Corp
|
36,488,344 | $11,008,898,267 | |
| 4 | TER |
Teradyne, Inc
|
4,602,292 | $2,226,772,961 | |
| 5 | Q |
Qnity Electronics, Inc.
|
5,594,185 | $913,586,351 | |
| 6 | ONTO |
Onto Innovation Inc.
|
1,433,715 | $542,589,440 | |
| 7 | ENTG |
Entegris Inc
|
2,996,949 | $539,031,246 | |
| 8 | FORM |
Formfactor Inc
|
1,833,001 | $293,151,849 |
All Filings in AMBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,218,696 | 1,098,120 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $52,984,708 | 1,029,229 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $72,294,132 | 1,020,527 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $81,283,601 | 985,017 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $64,502,884 | 976,281 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $47,708,309 | 947,910 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $66,523,202 | 914,534 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $51,714,262 | 916,757 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $48,673,096 | 902,189 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $44,084,403 | 868,316 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $51,503,335 | 840,322 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $42,354,583 | 798,691 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $63,242,889 | 755,861 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $56,338,534 | 727,700 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $56,584,518 | 688,125 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $37,363,520 | 665,068 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $43,191,686 | 659,818 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $67,657,032 | 644,844 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $127,377,385 | 627,815 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $97,116,504 | 623,581 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $67,696,188 | 634,870 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $60,586,770 | 603,514 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $51,782,439 | 563,956 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,915,569 | 534,986 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,160,369 | 527,519 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $24,528,141 | 505,110 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||