Position in AMBQ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$21,907,866
+$2,059,896 QoQ
Shares Held
862,175
+23.8% QoQ
Ownership
4.03%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMBQ Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Atreides Management, LP holds $1,059,510,585 across 8 Semiconductors names. AMBQ ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
3,365,787 | $368,890,255 | |
| 2 | MU |
Micron Technology Inc
|
760,426 | $256,902,319 | |
| 3 | NVDA |
Nvidia Corp
|
1,248,592 | $217,754,444 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
1,091,233 | $102,434,041 | |
| 5 | SMTC |
Semtech Corp
|
541,812 | $41,659,924 | |
| 6 | INTC |
Intel Corp
|
653,792 | $28,851,840 | |
| 7 | AMBQ |
Ambiq Micro, Inc.
This page
|
862,175 | $21,907,866 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
474,593 | $21,109,896 |
All Filings in AMBQ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,907,866 | 862,175 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $19,847,970 | 696,420 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,474,465 | 684,307 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||