Allianz Asset Management GmbH

Position in AMBA — Ambarella Inc

CIK 1535323 MUNICH, 2M

Position in AMBA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,651,220

-$2,115,828 QoQ

Shares Held

30,900

-66.6% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#87

of 336 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Allianz Asset Management GmbH holds $2,820,771,646 across 15 Semiconductor Equipment & Materials names. AMBA ranks #12 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,771,245	$1,280,610,135
2	LRCX	Lam Research Corp	2,717,709	$1,177,664,838
3	NVMI	Nova Ltd.	159,400	$86,544,634
4	AMKR	Amkor Technology, Inc.	999,265	$86,166,618
5	KLAC	Kla Corp	171,716	$51,808,432
6	TER	Teradyne, Inc	106,756	$51,652,820
7	IPGP	Ipg Photonics Corp	337,749	$39,624,712
8	Q	Qnity Electronics, Inc.	107,226	$17,511,077

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,651,220	30,900	-66.6%	Shares	Defined	2026-08-14
2026-03-31	$4,767,048	92,600	-71.0%	Shares	Defined	2026-05-11
2023-03-31	$24,757,677	319,784	0.0%	Shares	Defined	2023-05-11
2022-12-31	$26,295,838	319,784	-14.7%	Shares	Defined	2023-02-13
2022-09-30	$21,060,983	374,884	0.0%	Shares	Defined	2022-11-08
2022-06-30	$24,539,906	374,884	0.0%	Shares	Defined	2022-08-12
2022-03-31	$39,332,829	374,884	+1.1%	Shares	Defined	2022-05-13
2021-12-31	$75,268,943	370,984	+0.6%	Shares	Defined	2022-02-11
2021-09-30	$57,443,764	368,844	+0.5%	Shares	Defined	2021-11-10
2021-06-30	$39,143,873	367,100	-10.8%	Shares	Defined	2021-08-16
2021-03-31	$41,300,446	411,400	+1374.8%	Shares	Defined	2021-05-13
2020-03-31	$1,354,581	27,895	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.