MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

AMBA — Ambarella Inc

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.11%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in AMBA

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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 13F history on record for this holder in this stock.