Position in AMBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,451,561
+$2,626,081 QoQ
Shares Held
51,883
+46.3% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 335 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Holocene Advisors, LP holds $889,573,050 across 9 Semiconductor Equipment & Materials names. AMBA ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,030,000 | $310,761,300 | |
| 2 | AMAT |
Applied Materials Inc /De
|
369,894 | $267,433,362 | |
| 3 | Q |
Qnity Electronics, Inc.
|
945,505 | $154,410,421 | |
| 4 | LRCX |
Lam Research Corp
|
317,652 | $137,648,141 | |
| 5 | ONTO |
Onto Innovation Inc.
|
25,694 | $9,723,894 | |
| 6 | AMBA |
Ambarella Inc
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|
51,883 | $4,451,561 | |
| 7 | IPGP |
Ipg Photonics Corp
|
24,783 | $2,907,541 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
9,616 | $1,821,751 |
All Filings in AMBA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,451,561 | 51,883 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,825,480 | 35,460 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $921,089 | 18,301 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $269,574 | 3,706 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,955,114 | 34,659 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,280,753 | 60,811 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,187,661 | 82,483 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,385,498 | 104,185 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,620,702 | 105,991 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,531,232 | 54,156 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,806,131 | 23,329 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $519,775 | 6,321 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $397,810 | 7,081 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,182,892 | 155,559 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $44,191,673 | 217,811 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $65,521,686 | 420,712 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $1,255,546 | 13,674 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,116,368 | 40,559 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||