Position in AMBA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,645,727
+$2,242,743 QoQ
Shares Held
42,491
+55.9% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 335 holders
Holding Since
Mar 2020
26 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, 2026STIFEL FINANCIAL CORP holds $1,463,983,780 across 22 Semiconductor Equipment & Materials names. AMBA ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
688,877 | $498,058,071 | |
| 2 | ASML |
Asml Holding NV
|
213,785 | $425,312,405 | |
| 3 | LRCX |
Lam Research Corp
|
730,517 | $316,554,929 | |
| 4 | KLAC |
Kla Corp
|
476,005 | $143,615,465 | |
| 5 | Q |
Qnity Electronics, Inc.
|
89,163 | $14,561,207 | |
| 6 | TER |
Teradyne, Inc
|
27,147 | $13,134,802 | |
| 7 | ONTO |
Onto Innovation Inc.
|
28,335 | $10,723,379 | |
| 8 | ENTG |
Entegris Inc
|
47,686 | $8,576,802 |
All Filings in AMBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,645,727 | 42,491 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,402,984 | 27,253 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $710,454 | 10,029 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,435,104 | 17,391 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,222,095 | 18,497 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $717,100 | 14,248 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,312,622 | 31,793 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $924,898 | 16,396 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $710,629 | 13,172 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $773,277 | 15,231 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $824,350 | 13,450 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $590,223 | 11,130 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,184,516 | 14,157 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,150,151 | 14,856 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,041,689 | 12,668 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $826,520 | 14,712 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $860,209 | 13,141 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,663,191 | 15,852 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,962,194 | 14,600 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,600,235 | 16,696 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,132,919 | 20,003 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,988,123 | 19,804 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,776,441 | 19,347 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,160,013 | 22,231 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $926,900 | 20,238 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,019,857 | 21,002 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||