Position in AMBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$907,249
+$362,901 QoQ
Shares Held
10,574
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#149
of 335 holders
Holding Since
Mar 2021
12 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, 2026Thrivent Financial for Lutherans holds $1,170,638,734 across 21 Semiconductor Equipment & Materials names. AMBA ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,075,010 | $465,834,082 | |
| 2 | AMAT |
Applied Materials Inc /De
|
449,455 | $324,955,965 | |
| 3 | ONTO |
Onto Innovation Inc.
|
586,721 | $222,044,561 | |
| 4 | COHU |
Cohu Inc
|
945,177 | $69,858,032 | |
| 5 | KLAC |
Kla Corp
|
79,536 | $23,996,804 | |
| 6 | FORM |
Formfactor Inc
|
51,190 | $8,186,816 | |
| 7 | ENTG |
Entegris Inc
|
45,395 | $8,164,744 | |
| 8 | TER |
Teradyne, Inc
|
15,914 | $7,699,829 |
All Filings in AMBA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,249 | 10,574 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $544,348 | 10,574 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $749,061 | 10,574 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $872,566 | 10,574 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,332,168 | 20,163 | Shares | Defined | 2025-08-26 | |
| 2025-03-31 | $1,083,704 | 21,532 | Shares | Defined | 2025-08-26 | |
| 2024-12-31 | $1,566,237 | 21,532 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,708,714 | 30,291 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $1,689,173 | 31,310 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,657,437 | 32,646 | Shares | Defined | 2024-05-14 | |
| 2021-06-30 | $2,601,238 | 24,395 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $2,784,115 | 27,733 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||