Position in AMBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$235,521
+$9,004 QoQ
Shares Held
2,745
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#227
of 335 holders
Holding Since
Jun 2021
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $2,367,328,808 across 7 Semiconductor Equipment & Materials names. AMBA ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
718,408 | $1,429,229,539 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,240,454 | $896,848,242 | |
| 3 | LRCX |
Lam Research Corp
|
52,227 | $22,631,525 | |
| 4 | KLAC |
Kla Corp
|
33,810 | $10,200,815 | |
| 5 | ONTO |
Onto Innovation Inc.
|
20,601 | $7,796,448 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,368 | $386,718 | |
| 7 | AMBA |
Ambarella Inc
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|
2,745 | $235,521 |
All Filings in AMBA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,521 | 2,745 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $226,517 | 2,745 | Shares | Sole | 2025-11-14 | |
| 2021-09-30 | $7,787 | 50 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,331 | 50 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||