Position in AMBA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,539,766
+$609,471 QoQ
Shares Held
17,946
-0.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#115
of 335 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $7,110,669 across 7 Semiconductor Equipment & Materials names. AMBA ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
9,600 | $4,159,968 | |
| 2 | AMBA |
Ambarella Inc
This page
|
17,946 | $1,539,766 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,205 | $871,215 | |
| 4 | Q |
Qnity Electronics, Inc.
|
2,317 | $378,389 | |
| 5 | ASML |
Asml Holding NV
|
62 | $123,345 | |
| 6 | TER |
Teradyne, Inc
|
75 | $36,288 | |
| 7 | ATOM |
Atomera Inc
|
195 | $1,698 |
All Filings in AMBA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,539,766 | 17,946 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $930,295 | 18,071 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,312,027 | 18,521 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,575,801 | 19,096 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,271,583 | 19,246 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $978,717 | 19,446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,507,245 | 20,721 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,168,871 | 20,721 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,134,082 | 21,021 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,064,697 | 20,971 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,297,570 | 21,171 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,101,486 | 20,771 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,712,808 | 20,471 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,553,896 | 20,071 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,658,661 | 20,171 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,131,802 | 20,146 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,326,939 | 20,271 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,116,341 | 20,171 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $3,153,112 | 20,246 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $2,150,833 | 20,171 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $2,014,927 | 20,071 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $1,842,919 | 20,071 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||