OCCUDO QUANTITATIVE STRATEGIES LP

Position in AMBA — Ambarella Inc

CIK 1819697 FORT LAUDERDALE, FL

Position in AMBA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,297,810

+$968,475 QoQ

Shares Held

25,210

+442.3% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

OCCUDO QUANTITATIVE STRATEGIES LP holds $49,174,105 across 9 Semiconductor Equipment & Materials names. AMBA ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	Q	Qnity Electronics, Inc.	124,519	$14,367,002
2	AMAT	Applied Materials Inc /De	37,289	$12,745,007
3	TER	Teradyne, Inc	25,906	$7,680,092
4	AMKR	Amkor Technology, Inc.	111,045	$5,000,356
5	LRCX	Lam Research Corp	20,559	$4,392,635
6	IPGP	Ipg Photonics Corp	26,636	$3,052,219
7	AMBA	Ambarella Inc This page	25,210	$1,297,810
8	INTT	Intest Corp	29,844	$407,370

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,297,810	25,210	+442.3%	Shares	Sole	2026-05-15
2025-12-31	$329,335	4,649	-82.6%	Shares	Sole	2026-02-17
2025-09-30	$2,199,158	26,650	+91.1%	Shares	Sole	2025-11-14
2025-06-30	$921,147	13,942	-52.1%	Shares	Sole	2025-08-14
2025-03-31	$1,463,596	29,080	+511.3%	Shares	Sole	2025-05-15
2024-12-31	$346,024	4,757	-54.5%	Shares	Sole	2025-02-14
2024-03-31	$530,292	10,445	+71.4%	Shares	Sole	2024-05-15
2022-03-31	$639,382	6,094	-28.8%	Shares	Sole	2022-05-16
2021-12-31	$1,737,347	8,563	-41.3%	Shares	Sole	2022-02-14
2021-09-30	$2,273,492	14,598	-33.9%	Shares	Sole	2021-11-15
2021-06-30	$2,354,070	22,077	+170.3%	Shares	Sole	2021-08-16
2021-03-31	$819,885	8,167	+7.2%	Shares	Sole	2021-05-14
2020-12-31	$699,301	7,616	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.