Position in AMBA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,583
+$4,634 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 335 holders
Holding Since
Mar 2020
24 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, 2026Truvestments Capital LLC holds $24,547,057 across 17 Semiconductor Equipment & Materials names. AMBA ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
14,183 | $10,254,309 | |
| 2 | LRCX |
Lam Research Corp
|
9,254 | $4,010,035 | |
| 3 | KLAC |
Kla Corp
|
13,207 | $3,984,683 | |
| 4 | NVMI |
Nova Ltd.
|
4,518 | $2,453,002 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
10,256 | $884,374 | |
| 6 | CAMT |
Camtek Ltd
|
4,746 | $774,167 | |
| 7 | TER |
Teradyne, Inc
|
1,319 | $638,184 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
2,768 | $394,689 |
All Filings in AMBA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,583 | 135 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,949 | 135 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,560 | 262 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,620 | 262 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,116 | 698 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $44,089 | 876 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $88,961 | 1,223 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $68,989 | 1,223 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $72,042 | 1,419 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $91,751 | 1,497 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $80,764 | 1,523 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $127,429 | 1,523 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $119,226 | 1,540 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $170,216 | 2,070 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $222,922 | 3,968 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $262,363 | 4,008 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $423,562 | 4,037 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $758,402 | 3,738 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $589,943 | 3,788 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $423,960 | 3,976 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $433,283 | 4,316 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $354,425 | 3,860 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $114,912 | 2,509 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $16,073 | 331 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||