Position in AMBA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$706,219
+$238,936 QoQ
Shares Held
8,231
-9.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#163
of 335 holders
Holding Since
Dec 2025
3 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, 2026Themes Management Co LLC holds $4,105,678 across 2 Semiconductor Equipment & Materials names. AMBA ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
7,026 | $3,399,459 | |
| 2 | AMBA |
Ambarella Inc
This page
|
8,231 | $706,219 |
All Filings in AMBA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,219 | 8,231 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $467,283 | 9,077 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $699,757 | 9,878 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||