Position in AMBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,328,777
+$2,730,379 QoQ
Shares Held
97,072
-10.7% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#53
of 335 holders
Holding Since
Sep 2020
9 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, 2026Portolan Capital Management, LLC holds $93,876,900 across 6 Semiconductor Equipment & Materials names. AMBA ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VECO |
Veeco Instruments Inc
|
401,639 | $30,444,236 | |
| 2 | ACMR |
ACM Research, Inc.
|
177,432 | $22,514,346 | |
| 3 | COHU |
Cohu Inc
|
206,120 | $15,234,329 | |
| 4 | ONTO |
Onto Innovation Inc.
|
36,503 | $13,814,560 | |
| 5 | AMBA |
Ambarella Inc
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|
97,072 | $8,328,777 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
24,831 | $3,540,652 |
All Filings in AMBA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,328,777 | 97,072 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,598,398 | 108,749 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,842,503 | 54,242 | Shares | Sole | 2026-02-17 | |
| 2021-12-31 | $1,441,127 | 7,103 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,053,269 | 6,763 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,121,214 | 10,515 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,449,902 | 34,365 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,721,018 | 138,543 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,273,862 | 120,235 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||