Position in AMBA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,892,393
+$8,405,036 QoQ
Shares Held
150,261
+72.4% QoQ
Ownership
0.343%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#35
of 335 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026PANAGORA ASSET MANAGEMENT INC holds $914,625,158 across 12 Semiconductor Equipment & Materials names. AMBA ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
983,205 | $426,052,222 | |
| 2 | AMAT |
Applied Materials Inc /De
|
410,126 | $296,521,098 | |
| 3 | KLAC |
Kla Corp
|
226,330 | $68,286,024 | |
| 4 | Q |
Qnity Electronics, Inc.
|
248,346 | $40,557,385 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
309,415 | $26,680,855 | |
| 6 | ONTO |
Onto Innovation Inc.
|
65,409 | $24,754,036 | |
| 7 | AMBA |
Ambarella Inc
This page
|
150,261 | $12,892,393 | |
| 8 | TER |
Teradyne, Inc
|
22,081 | $10,683,671 |
All Filings in AMBA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,892,393 | 150,261 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,487,357 | 87,167 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||