Position in AMBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,392,959
+$804,084 QoQ
Shares Held
62,855
-29.5% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
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, 2026SEI INVESTMENTS CO holds $2,174,893,042 across 28 Semiconductor Equipment & Materials names. AMBA ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
261,246 | $519,733,215 | |
| 2 | LRCX |
Lam Research Corp
|
959,938 | $415,969,932 | |
| 3 | AMAT |
Applied Materials Inc /De
|
505,531 | $365,498,913 | |
| 4 | KLAC |
Kla Corp
|
932,992 | $281,493,015 | |
| 5 | FORM |
Formfactor Inc
|
1,343,056 | $214,794,945 | |
| 6 | Q |
Qnity Electronics, Inc.
|
460,195 | $75,154,445 | |
| 7 | TER |
Teradyne, Inc
|
106,113 | $51,341,713 | |
| 8 | ENTG |
Entegris Inc
|
285,406 | $51,333,122 |
All Filings in AMBA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,392,959 | 62,855 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,588,875 | 89,139 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,564,079 | 64,428 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,499,260 | 42,405 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,023,956 | 45,769 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,236,557 | 24,569 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $797,157 | 10,959 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $525,740 | 9,320 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,614,578 | 48,463 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $571,264 | 11,252 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $419,361 | 7,908 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $812,603 | 9,712 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,740,977 | 35,404 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,101,141 | 13,391 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $562,417 | 10,011 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,040,617 | 15,897 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $762,873 | 7,271 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $999,029 | 4,924 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $206,199 | 1,324 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $683,655 | 6,810 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $225,877 | 2,460 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $337,187 | 6,462 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $814,506 | 17,784 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $699,700 | 14,409 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||