Position in AMBA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$323,551
+$119,073 QoQ
Shares Held
3,771
-5.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 335 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $188,628,227 across 13 Semiconductor Equipment & Materials names. AMBA ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
185,724 | $134,278,452 | |
| 2 | LRCX |
Lam Research Corp
|
65,453 | $28,362,748 | |
| 3 | ONTO |
Onto Innovation Inc.
|
13,592 | $5,143,892 | |
| 4 | ASML |
Asml Holding NV
|
2,420 | $4,814,444 | |
| 5 | TER |
Teradyne, Inc
|
7,525 | $3,640,896 | |
| 6 | ACMR |
ACM Research, Inc.
|
27,216 | $3,453,438 | |
| 7 | FORM |
Formfactor Inc
|
18,353 | $2,935,195 | |
| 8 | PLAB |
Photronics Inc
|
69,134 | $2,248,929 |
All Filings in AMBA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,551 | 3,771 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $204,478 | 3,972 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $251,623 | 3,552 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $271,325 | 3,288 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $226,818 | 3,433 | Shares | Sole | 2025-07-10 | |
| 2024-09-30 | $325,485 | 5,770 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $308,594 | 5,720 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $290,404 | 5,720 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $340,159 | 5,550 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $294,316 | 5,550 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $464,368 | 5,550 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $429,681 | 5,550 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $423,484 | 5,150 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $273,034 | 4,860 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $318,135 | 4,860 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $509,911 | 4,860 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $969,814 | 4,780 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||