JACOBS LEVY EQUITY MANAGEMENT, INC

Position in AMBA — Ambarella Inc

CIK 884414 FLORHAM PARK, NJ

Position in AMBA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$43,278,292

+$24,517,488 QoQ

Shares Held

504,409

+38.4% QoQ

Ownership

1.15%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#18

of 335 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Technology · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $902,491,923 across 8 Semiconductor Equipment & Materials names. AMBA ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	1,727,310	$521,146,700
2	LRCX	Lam Research Corp	533,201	$231,051,989
3	KLIC	Kulicke & Soffa Industries Inc	494,325	$66,120,912
4	AMBA	Ambarella Inc This page	504,409	$43,278,292
5	ACMR	ACM Research, Inc.	191,966	$24,358,565
6	ONTO	Onto Innovation Inc.	36,415	$13,781,256
7	TER	Teradyne, Inc	3,515	$1,700,697
8	Q	Qnity Electronics, Inc.	6,451	$1,053,512

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,278,292	504,409	+38.4%	Shares	Sole	2026-08-14
2026-03-31	$18,760,804	364,429	+14.4%	Shares	Sole	2026-05-15
2025-12-31	$22,557,510	318,429	-19.8%	Shares	Sole	2026-02-13
2025-09-30	$32,777,109	397,202	-11.3%	Shares	Sole	2025-11-17
2025-06-30	$29,587,863	447,826	-30.9%	Shares	Sole	2025-08-14
2025-03-31	$32,603,170	647,788	+1635.4%	Shares	Sole	2025-05-15
2024-12-31	$2,715,238	37,328	-14.0%	Shares	Sole	2025-02-14
2024-09-30	$2,449,322	43,420	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$2,364,952	43,836	0.0%	Shares	Sole	2024-08-14
2024-03-31	$2,225,553	43,836	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$2,693,143	43,941	-63.7%	Shares	Sole	2024-02-14
2023-09-30	$6,414,773	120,965	-66.6%	Shares	Sole	2023-11-17
2023-06-30	$30,347,025	362,699	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$27,993,213	361,576	+3.5%	Shares	Sole	2023-05-15
2022-12-31	$28,725,817	349,335	+8.6%	Shares	Sole	2023-02-14
2022-09-30	$18,067,150	321,594	+81.3%	Shares	Sole	2022-11-15
2022-06-30	$11,613,520	177,414	+10.6%	Shares	Sole	2022-08-15
2022-03-31	$16,834,518	160,451	+646.6%	Shares	Sole	2022-05-16
2021-12-31	$4,360,308	21,491	-65.3%	Shares	Sole	2022-02-14
2021-09-30	$9,632,674	61,851	-78.5%	Shares	Sole	2021-11-15
2021-06-30	$30,695,578	287,870	+8.9%	Shares	Sole	2021-08-16
2021-03-31	$26,540,907	264,378	-3.8%	Shares	Sole	2021-05-17
2020-12-31	$25,238,379	274,868	-20.8%	Shares	Sole	2021-02-16
2020-09-30	$18,109,590	347,060	+15.6%	Shares	Sole	2020-11-16
2020-06-30	$13,746,549	300,143	+9.2%	Shares	Sole	2020-08-17
2020-03-31	$13,350,843	274,935	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.