MORGAN STANLEY

Position in AMBA — Ambarella Inc

CIK 895421 NEW YORK, NY

Back to AMBA Full portfolio

Position in AMBA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$52,471,074

+$15,165,839 QoQ

Shares Held

611,551

-15.6% QoQ

Ownership

1.39%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#14

of 335 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Common Shares in AMBA Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $29,892,744,265 across 29 Semiconductor Equipment & Materials names. AMBA ranks #17 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	13,523,832	$9,777,730,536
2	LRCX	Lam Research Corp	19,217,787	$8,327,643,631
3	KLAC	Kla Corp	17,114,793	$5,163,704,186
4	ASML	Asml Holding NV	1,788,291	$3,557,697,459
5	TER	Teradyne, Inc	1,914,643	$926,380,861
6	Q	Qnity Electronics, Inc.	3,367,542	$549,953,279
7	ENTG	Entegris Inc	1,527,094	$274,663,118
8	ONTO	Onto Innovation Inc.	488,517	$184,879,251

All Filings in AMBA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,471,074	611,551	-15.6%	Shares	Defined	2026-08-13
2026-03-31	$37,305,235	724,655	-20.5%	Shares	Defined	2026-05-15
2025-12-31	$64,569,026	911,477	-4.9%	Shares	Defined	2026-05-27
2025-09-30	$79,095,912	958,506	+21.0%	Shares	Defined	2026-05-27
2025-06-30	$52,335,893	792,128	+4.0%	Shares	Defined	2025-08-15
2025-03-31	$38,344,915	761,870	-9.6%	Shares	Defined	2025-05-15
2024-12-31	$61,306,214	842,813	+6.9%	Shares	Defined	2025-05-15
2024-09-30	$44,464,839	788,244	-30.2%	Shares	Defined	2025-05-14
2024-06-30	$60,888,289	1,128,606	-18.0%	Shares	Defined	2025-05-14
2024-03-31	$69,900,183	1,376,801	-13.9%	Shares	Defined	2024-10-17
2023-12-31	$98,004,972	1,599,037	+294.9%	Shares	Defined	2024-08-16
2023-09-30	$21,470,993	404,884	+34.9%	Shares	Defined	2023-11-15
2023-06-30	$25,114,550	300,162	+12.0%	Shares	Defined	2023-08-14
2023-03-31	$20,753,199	268,060	-18.5%	Shares	Defined	2023-05-15
2022-12-31	$27,044,620	328,890	-22.4%	Shares	Defined	2023-02-14
2022-09-30	$23,806,832	423,760	+7.4%	Shares	Defined	2022-11-14
2022-06-30	$25,820,169	394,442	+19.8%	Shares	Defined	2022-10-27
2022-03-31	$34,544,698	329,248	-13.4%	Shares	Defined	2022-10-27
2021-12-31	$77,130,659	380,160	-23.6%	Shares	Defined	2022-02-14
2021-09-30	$77,494,819	497,591	-27.9%	Shares	Defined	2021-11-15
2021-06-30	$73,607,111	690,304	+61.7%	Shares	Defined	2021-08-23
2021-03-31	$42,867,030	427,005	+13.6%	Shares	Defined	2021-05-17
2020-12-31	$34,520,095	375,954	-4.1%	Shares	Defined	2021-02-16
2020-09-30	$20,458,367	392,073	+29.2%	Shares	Defined	2020-11-13
2020-06-30	$13,899,612	303,485	-58.6%	Shares	Defined	2020-08-14
2020-03-31	$35,578,697	732,675	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.