Position in AMBA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,291,633
+$1,011,886 QoQ
Shares Held
15,054
+281.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#127
of 335 holders
Holding Since
Mar 2021
10 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, 2026Campbell & CO Investment Adviser LLC holds $7,707,366 across 7 Semiconductor Equipment & Materials names. AMBA ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
4,936 | $2,138,916 | |
| 2 | ENTG |
Entegris Inc
|
8,750 | $1,573,775 | |
| 3 | AMBA |
Ambarella Inc
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|
15,054 | $1,291,633 | |
| 4 | ASML |
Asml Holding NV
|
649 | $1,291,146 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
7,632 | $658,107 | |
| 6 | TER |
Teradyne, Inc
|
918 | $444,165 | |
| 7 | FORM |
Formfactor Inc
|
1,936 | $309,624 |
All Filings in AMBA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,633 | 15,054 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $279,747 | 3,949 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,136,878 | 13,777 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $232,434 | 3,518 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $213,852 | 4,249 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $335,476 | 4,612 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $673,188 | 12,478 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $411,237 | 8,100 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $784,472 | 14,793 | Shares | Sole | 2023-11-08 | |
| 2021-03-31 | $726,221 | 7,234 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||