Position in AMBA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$354,182
+$339,047 QoQ
Shares Held
4,128
+1304.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
of 335 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Arax Advisory Partners holds $100,197,531 across 26 Semiconductor Equipment & Materials names. AMBA ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
32,497 | $23,495,331 | |
| 2 | LRCX |
Lam Research Corp
|
49,337 | $21,379,202 | |
| 3 | KLAC |
Kla Corp
|
53,322 | $16,087,780 | |
| 4 | ASML |
Asml Holding NV
|
7,686 | $15,290,835 | |
| 5 | TER |
Teradyne, Inc
|
16,690 | $8,075,289 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
57,987 | $5,000,219 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,500 | $2,459,925 | |
| 8 | Q |
Qnity Electronics, Inc.
|
12,754 | $2,082,855 |
All Filings in AMBA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,182 | 4,128 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,135 | 294 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $25,289 | 357 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $313,493 | 3,799 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,592 | 236 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $603 | 12 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $2,283 | 45 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,757 | 45 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,219 | 23 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,924 | 23 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,006 | 13 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,068 | 13 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $4,775 | 85 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $916 | 14 | Shares | Sole | 2022-08-22 | |
| 2021-12-31 | $1,217 | 6 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||