Position in AMBA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$227,112
-$11,329 QoQ
Shares Held
2,647
-19.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#232
of 335 holders
Holding Since
Dec 2020
5 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, 2026Cornerstone Investment Partners, LLC holds $347,657,313 across 10 Semiconductor Equipment & Materials names. AMBA ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
607,345 | $183,242,059 | |
| 2 | AMAT |
Applied Materials Inc /De
|
218,915 | $158,275,545 | |
| 3 | ACMR |
ACM Research, Inc.
|
14,049 | $1,782,677 | |
| 4 | ONTO |
Onto Innovation Inc.
|
4,099 | $1,551,266 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
4,224 | $602,300 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
5,294 | $594,410 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
3,958 | $529,422 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
2,485 | $470,783 |
All Filings in AMBA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,112 | 2,647 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $238,441 | 3,278 | Shares | Sole | 2025-02-06 | |
| 2021-09-30 | $300,578 | 1,930 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $259,110 | 2,430 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $203,381 | 2,215 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||