Position in AMBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,429,851
-$3,092,510 QoQ
Shares Held
86,595
-41.7% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
4.55%
of 13F equity value
Holder Rank
#57
of 336 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Derivatives in AMBA
reported options exposure · as of Jun 30, 2025CallValue
$4,109,554
CallShares
62,200
PutValue
$9,910,500
PutShares
150,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Potrero Capital Research LLC holds $7,429,851 across 1 Semiconductor Equipment & Materials name. AMBA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMBA |
Ambarella Inc
This page
|
86,595 | $7,429,851 |
All Filings in AMBA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,429,851 | 86,595 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $10,522,361 | 148,537 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,695,379 | 105,373 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,910,500 | 150,000 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $4,109,554 | 62,200 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $9,910,500 | 150,000 | Put | Sole | 2025-08-14 | |
| 2021-12-31 | $11,653,392 | 57,437 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,945,238 | 57,437 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,124,507 | 57,437 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,674,374 | 36,601 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,360,703 | 36,601 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $266,691 | 5,111 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $2,735,044 | 56,323 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||