Position in AMBA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,564,563
+$810,639 QoQ
Shares Held
18,235
+24.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 335 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMBA Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $1,767,231,296 across 17 Semiconductor Equipment & Materials names. AMBA ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,582,810 | $685,879,057 | |
| 2 | AMAT |
Applied Materials Inc /De
|
713,175 | $515,625,525 | |
| 3 | KLAC |
Kla Corp
|
803,300 | $242,363,643 | |
| 4 | ASML |
Asml Holding NV
|
63,628 | $126,584,081 | |
| 5 | TER |
Teradyne, Inc
|
188,036 | $90,979,338 | |
| 6 | ACMR |
ACM Research, Inc.
|
268,004 | $34,007,027 | |
| 7 | DQ |
Daqo New Energy Corp.
|
1,273,491 | $17,052,044 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
165,625 | $14,281,843 |
All Filings in AMBA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,564,563 | 18,235 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $753,924 | 14,645 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,380,175 | 19,483 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,251,745 | 15,169 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,464,771 | 22,170 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $382,306 | 7,596 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $465,972 | 6,406 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $350,024 | 6,205 | Shares | Sole | 2024-11-13 | |
| 2022-03-31 | $210,784 | 2,009 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $393,606 | 1,940 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $311,012 | 1,997 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||