Stephens Investment Management Group LLC

Position in AMBA — Ambarella Inc

CIK 1314440 LITTLE ROCK, AR

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Position in AMBA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$61,922,803

+$37,462,545 QoQ

Shares Held

721,711

+51.9% QoQ

Ownership

1.65%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#10

of 335 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 95% None 5%

Common Shares in AMBA Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Stephens Investment Management Group LLC holds $189,950,588 across 5 Semiconductor Equipment & Materials names. AMBA ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	185,477	$70,193,770
2	AMBA	Ambarella Inc This page	721,711	$61,922,803
3	TER	Teradyne, Inc	82,466	$39,900,349
4	CAMT	Camtek Ltd	106,612	$17,390,549
5	ASML	Asml Holding NV	273	$543,117

All Filings in AMBA

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,922,803	721,711	+51.9%	Shares	Defined	2026-07-29
2026-03-31	$24,460,258	475,141	-0.4%	Shares	Defined	2026-04-28
2025-12-31	$33,786,996	476,948	-0.1%	Shares	Defined	2026-02-05
2025-09-30	$39,403,134	477,498	-3.3%	Shares	Defined	2025-10-28
2025-06-30	$32,633,889	493,929	-1.2%	Shares	Defined	2025-07-30
2025-03-31	$25,153,675	499,775	-0.7%	Shares	Defined	2025-05-01
2024-12-31	$36,622,262	503,468	+0.5%	Shares	Defined	2025-01-28
2024-09-30	$28,263,440	501,036	+20.1%	Shares	Defined	2024-10-28
2024-06-30	$22,512,471	417,284	+31.1%	Shares	Defined	2024-08-06
2024-03-31	$16,155,978	318,219	+0.0%	Shares	Defined	2024-05-14
2023-12-31	$19,500,639	318,170	-2.5%	Shares	Defined	2024-02-13
2023-09-30	$17,309,469	326,409	-37.2%	Shares	Defined	2023-11-14
2023-06-30	$43,465,142	519,483	+2.3%	Shares	Defined	2023-08-15
2023-03-31	$39,298,856	507,606	+0.8%	Shares	Defined	2023-05-15
2022-12-31	$41,422,375	503,738	+14.3%	Shares	Defined	2023-02-14
2022-09-30	$24,760,436	440,734	+38.6%	Shares	Defined	2022-11-07
2022-06-30	$20,816,410	318,002	+20.7%	Shares	Defined	2022-08-03
2022-03-31	$27,650,721	263,541	+96.9%	Shares	Defined	2022-05-04
2021-12-31	$27,154,594	133,839	—	Shares	Defined	2022-02-15
No filing history on record for this holder in this stock.