Position in AMBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$843,843
+$337,538 QoQ
Shares Held
9,835
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#154
of 335 holders
Holding Since
Jun 2024
9 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, 2026Keel Point, LLC holds $11,929,142 across 8 Semiconductor Equipment & Materials names. AMBA ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
8,581 | $3,718,404 | |
| 2 | AMAT |
Applied Materials Inc /De
|
4,683 | $3,385,809 | |
| 3 | KLAC |
Kla Corp
|
5,885 | $1,775,563 | |
| 4 | ASML |
Asml Holding NV
|
669 | $1,330,935 | |
| 5 | AMBA |
Ambarella Inc
This page
|
9,835 | $843,843 | |
| 6 | FORM |
Formfactor Inc
|
2,388 | $381,912 | |
| 7 | TER |
Teradyne, Inc
|
590 | $285,465 | |
| 8 | ACMR |
ACM Research, Inc.
|
1,633 | $207,211 |
All Filings in AMBA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,843 | 9,835 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $506,305 | 9,835 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $709,037 | 10,009 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $827,428 | 10,027 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $661,096 | 10,006 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $503,601 | 10,006 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $727,836 | 10,006 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $564,438 | 10,006 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $539,823 | 10,006 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||