Position in AMBA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$35,078,986
+$12,929,768 QoQ
Shares Held
408,846
-5.0% QoQ
Ownership
0.932%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#21
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $391,367,802 across 14 Semiconductor Equipment & Materials names. AMBA ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
255,656 | $110,783,414 | |
| 2 | AMAT |
Applied Materials Inc /De
|
92,679 | $67,006,917 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
399,934 | $57,026,589 | |
| 4 | ICHR |
Ichor Holdings, Ltd.
|
379,392 | $42,598,133 | |
| 5 | AMBA |
Ambarella Inc
This page
|
408,846 | $35,078,986 | |
| 6 | KLAC |
Kla Corp
|
110,079 | $33,211,935 | |
| 7 | FORM |
Formfactor Inc
|
176,497 | $28,227,165 | |
| 8 | IPGP |
Ipg Photonics Corp
|
55,526 | $6,514,310 |
All Filings in AMBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,078,986 | 408,846 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $22,149,218 | 430,249 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $25,447,286 | 359,222 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $31,093,618 | 376,801 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,664,032 | 388,437 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $24,968,411 | 496,094 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $37,449,316 | 514,838 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,164,298 | 375,187 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $26,210,960 | 485,838 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,618,677 | 484,906 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $22,995,211 | 375,187 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $19,995,650 | 377,063 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $32,472,661 | 388,104 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $27,623,688 | 356,803 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $29,809,937 | 362,519 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $20,749,689 | 369,343 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $24,772,682 | 378,440 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $35,881,276 | 341,987 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $71,805,205 | 353,912 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $66,049,956 | 424,104 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $53,590,212 | 502,581 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $50,136,874 | 499,421 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $50,203,595 | 546,761 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $30,373,195 | 582,085 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $27,412,674 | 598,530 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $29,356,073 | 604,532 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||