Ambarella Inc
AMBA- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0001280263
近 90 天,Ambarella Inc 內部人申報 0 筆公開市場買進、9 筆賣出;2026 年第 2 季末有 341 家機構在 13F 申報持有,市值合計 $31.3 億;沒有大師持有。
2025 年第 2 季 13F 持有人
Ambarella Inc 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 305
- 較 2025 年第 1 季 +9 家
- 持有股數
- 3,524 萬
- 較 2025 年第 1 季 +87.2 萬 (+2.5%)
- 總市值
- $23.3 億
- 較 2025 年第 1 季 +$5.98 億 (+34.6%)
- 新進機構
- 59
- 另有 107 家加碼
- 清倉機構
- 50
- 另有 106 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 AMBA 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 341 | $31.3 億 |
| 2026 年第 1 季 | 307 | $18.8 億 |
| 2025 年第 4 季 | 324 | $26.9 億 |
| 2025 年第 3 季 | 329 | $29.5 億 |
| 2025 年第 2 季 | 305 | $23.3 億 |
| 2025 年第 1 季 | 298 | $17.8 億 |
| 2024 年第 4 季 | 299 | $24.6 億 |
| 2024 年第 3 季 | 265 | $18.7 億 |
| 2024 年第 2 季 | 262 | $18.6 億 |
| 2024 年第 1 季 | 269 | $18.4 億 |
| 2023 年第 4 季 | 258 | $21.5 億 |
| 2023 年第 3 季 | 254 | $16.4 億 |
| 2023 年第 2 季 | 258 | $25.8 億 |
| 2023 年第 1 季 | 272 | $23.5 億 |
| 2022 年第 4 季 | 265 | $25.8 億 |
| 2022 年第 3 季 | 244 | $17.8 億 |
| 2022 年第 2 季 | 267 | $19.6 億 |
| 2022 年第 1 季 | 293 | $30.9 億 |
| 2021 年第 4 季 | 328 | $57.3 億 |
| 2021 年第 3 季 | 281 | $44.4 億 |
| 2021 年第 2 季 | 259 | $29.9 億 |
| 2021 年第 1 季 | 266 | $28.0 億 |
2025 年第 2 季持有機構
每家機構持有 Ambarella Inc 的股數、市值與佔組合比重;股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,164,126 | $3.41 億 | 0.01% | +315,821+6.5% | 加碼 |
| BlackRock, Inc. | 3,917,779 | $2.59 億 | 0.00% | +128,073+3.4% | 加碼 |
| State Street Corp | 1,855,170 | $1.23 億 | 0.00% | +151,694+8.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,371,511 | $9,061 萬 | 0.08% | +52,954+4.0% | 加碼 |
| Jericho Capital Asset Management L.P. | 1,098,482 | $7,257 萬 | 0.97% | +1,098,482 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 1,017,287 | $6,721 萬 | 0.25% | +106,376+11.7% | 加碼 |
| Geode Capital Management, LLC | 976,281 | $6,451 萬 | 0.00% | +28,371+3.0% | 加碼 |
| Citadel Advisors LLC | 945,660 | $6,248 萬 | 0.05% | +234,407+33.0% | 加碼 |
| Morgan Stanley | 792,128 | $5,233 萬 | 0.00% | +30,258+4.0% | 加碼 |
| Legal & General Group Plc | 634,477 | $4,192 萬 | 0.01% | +53,917+9.3% | 加碼 |
| Oberweis Asset Management Inc | 573,360 | $3,788 萬 | 1.65% | +4,535+0.8% | 加碼 |
| Bank of America Corp | 567,886 | $3,752 萬 | 0.00% | −7,647−1.3% | 減碼 |
| Squarepoint Ops LLC | 557,172 | $3,681 萬 | 0.08% | +557,172 | 新進 |
| Dimensional Fund Advisors LP | 516,159 | $3,410 萬 | 0.01% | −27,524−5.1% | 減碼 |
| Nuveen, LLC | 504,740 | $3,335 萬 | 0.01% | −134,420−21.0% | 減碼 |
| Stephens Investment Management Group LLC | 493,929 | $3,263 萬 | 0.43% | −5,846−1.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 481,163 | $3,179 萬 | 0.11% | +123,392+34.5% | 加碼 |
| Balyasny Asset Management LLC | 459,562 | $3,036 萬 | 0.07% | +413,362+894.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 447,826 | $2,959 萬 | 0.12% | −199,962−30.9% | 減碼 |
| Pinnacle Associates Ltd | 388,437 | $2,566 萬 | 0.37% | −107,657−21.7% | 減碼 |
| Northern Trust Corp | 382,670 | $2,528 萬 | 0.00% | −4,016−1.0% | 減碼 |
| Exchange Traded Concepts, LLC | 370,741 | $2,449 萬 | 0.31% | −11,131−2.9% | 減碼 |
| Goldman Sachs Group Inc | 360,215 | $2,380 萬 | 0.00% | −60,910−14.5% | 減碼 |
| AXA S.A. | 356,992 | $2,358 萬 | 0.07% | −5,562−1.5% | 減碼 |
| Renaissance Technologies LLC | 350,849 | $2,318 萬 | 0.03% | −6,851−1.9% | 減碼 |
| Barclays PLC | 349,567 | $2,309 萬 | 0.01% | +40,527+13.1% | 加碼 |
| Charles Schwab Investment Management Inc | 345,872 | $2,285 萬 | 0.00% | +22,372+6.9% | 加碼 |
| Invesco Ltd. | 345,447 | $2,282 萬 | 0.00% | +39,091+12.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 344,834 | $2,278 萬 | 0.32% | +35,314+11.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 280,419 | $1,857 萬 | 0.04% | −4,773−1.7% | 減碼 |
| Baillie Gifford & Co | 259,380 | $1,714 萬 | 0.01% | −30,543−10.5% | 減碼 |
| Assenagon Asset Management S.A. | 257,899 | $1,704 萬 | 0.03% | −223−0.1% | 減碼 |
| Robeco Schweiz AG | 253,120 | $1,672 萬 | 0.39% | −166,000−39.6% | 減碼 |
| Qube Research & Technologies Ltd | 239,606 | $1,583 萬 | 0.02% | −42,791−15.2% | 減碼 |
| UBS Asset Management Americas Inc | 232,634 | $1,537 萬 | 0.00% | −999,638−81.1% | 減碼 |
| Acadian Asset Management LLC | 225,787 | $1,491 萬 | 0.03% | +111,968+98.4% | 加碼 |
| AQR Capital Management LLC | 224,997 | $1,486 萬 | 0.01% | +140,126+165.1% | 加碼 |
| Tributary Capital Management, LLC | 224,856 | $1,486 萬 | 1.32% | −15,559−6.5% | 減碼 |
| Algert Global LLC | 221,363 | $1,462 萬 | 0.31% | −16,938−7.1% | 減碼 |
| FMR LLC | 220,745 | $1,458 萬 | 0.00% | −7,671−3.4% | 減碼 |
| SG Capital Management LLC | 189,221 | $1,250 萬 | 1.06% | +132,866+235.8% | 加碼 |
| Deutsche Bank AG | 179,143 | $1,184 萬 | 0.00% | +103,429+136.6% | 加碼 |
| Voloridge Investment Management, LLC | 178,060 | $1,176 萬 | 0.04% | +178,060 | 新進 |
| First Trust Advisors LP | 174,919 | $1,156 萬 | 0.01% | +3,967+2.3% | 加碼 |
| UBS Group AG | 171,441 | $1,133 萬 | 0.00% | +20,218+13.4% | 加碼 |
| Trexquant Investment LP | 160,359 | $1,059 萬 | 0.12% | +82,119+105.0% | 加碼 |
| Susquehanna International Group, LLP | 159,859 | $1,056 萬 | 0.02% | +100,024+167.2% | 加碼 |
| Potrero Capital Research LLC | 150,000 | $991.0 萬 | 4.61% | +150,000 | 新進 |
| LMR Partners LLP | 150,000 | $991.0 萬 | 0.15% | +150,000 | 新進 |
| Tairen Capital Ltd | 146,000 | $964.5 萬 | 0.99% | −237,120−61.9% | 減碼 |
| Royal Bank of Canada | 143,522 | $948.2 萬 | 0.00% | +78,778+121.7% | 加碼 |
| Westerly Capital Management, LLC | 143,000 | $944.7 萬 | 4.00% | +143,000 | 新進 |
| Bank of New York Mellon Corp | 134,547 | $888.9 萬 | 0.00% | −15,758−10.5% | 減碼 |
| JPMorgan Chase & Co | 122,107 | $806.7 萬 | 0.00% | −108,220−47.0% | 減碼 |
| Neuberger Berman Group LLC | 120,677 | $797.3 萬 | 0.01% | −270.0% | 減碼 |
| S Squared Technology, LLC | 118,551 | $783.2 萬 | 3.30% | −52,000−30.5% | 減碼 |
| Alliancebernstein L.P. | 118,464 | $782.6 萬 | 0.00% | −75,546−38.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 112,659 | $744.3 萬 | 0.01% | +101,389+899.6% | 加碼 |
| Stanley-Laman Group, Ltd. | 111,164 | $734.4 萬 | 1.09% | +111,164 | 新進 |
| Hel Ved Capital Management Ltd | 103,870 | $686.2 萬 | 3.09% | −18,460−15.1% | 減碼 |
| Russell Investments Group, Ltd. | 101,919 | $676.0 萬 | 0.01% | +26,750+35.6% | 加碼 |
| Jain Global LLC | 101,616 | $671.3 萬 | 0.10% | +101,616 | 新進 |
| Engineers Gate Manager LP | 101,536 | $670.8 萬 | 0.08% | +81,342+402.8% | 加碼 |
| Man Group plc | 99,755 | $659.0 萬 | 0.01% | +35,682+55.7% | 加碼 |
| Hillsdale Investment Management Inc. | 96,890 | $640.1 萬 | 0.24% | +23,600+32.2% | 加碼 |
| Capital Fund Management S.A. | 96,703 | $638.9 萬 | 0.07% | +83,676+642.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96,160 | $635.3 萬 | 0.01% | −14,727−13.3% | 減碼 |
| Ameriprise Financial Inc | 93,959 | $620.7 萬 | 0.00% | −26,310−21.9% | 減碼 |
| Marshall Wace, LLP | 88,324 | $583.5 萬 | 0.01% | +83,897+1,895.1% | 加碼 |
| Essex Investment Management Co LLC | 84,479 | $558.1 萬 | 1.01% | −1,952−2.3% | 減碼 |
| Swiss National Bank | 77,033 | $508.9 萬 | 0.00% | +300+0.4% | 加碼 |
| Sora Investors LLC | 75,908 | $501.5 萬 | 0.45% | −44,772−37.1% | 減碼 |
| SWS Partners | 75,156 | $496.5 萬 | 1.34% | −770−1.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 71,200 | $470.4 萬 | 0.01% | +71,200 | 新進 |
| Lord, Abbett & Co. LLC | 69,089 | $456.4 萬 | 0.01% | −109,210−61.3% | 減碼 |
| PEAK6 LLC | 65,780 | $434.6 萬 | 0.08% | +28,313+75.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 65,000 | $429.4 萬 | 0.08% | −10,000−13.3% | 減碼 |
| Millennium Management LLC | 64,044 | $423.1 萬 | 0.00% | −846,127−93.0% | 減碼 |
| Envestnet Asset Management Inc | 62,174 | $410.7 萬 | 0.00% | +15,222+32.4% | 加碼 |
| Rhumbline Advisers | 62,113 | $410.3 萬 | 0.00% | +3,542+6.0% | 加碼 |
| Wells Fargo & Company | 54,650 | $361.0 萬 | 0.00% | +4,352+8.7% | 加碼 |
| Graham Capital Management, L.P. | 52,010 | $343.6 萬 | 0.10% | −7,718−12.9% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 48,867 | $322.8 萬 | 0.07% | +48,867 | 新進 |
| Citigroup Inc | 48,656 | $321.4 萬 | 0.00% | +6,936+16.6% | 加碼 |
| SEI Investments Co | 45,769 | $302.4 萬 | 0.00% | +21,200+86.3% | 加碼 |
| Granite Investment Partners, LLC | 44,514 | $294.1 萬 | 0.14% | −593−1.3% | 減碼 |
| Wolverine Trading, LLC | 43,291 | $290.3 萬 | 0.07% | +30,512+238.8% | 加碼 |
| Shellback Capital, LP | 43,745 | $289.0 萬 | 0.19% | +43,745 | 新進 |
| Franklin Resources Inc | 42,506 | $280.8 萬 | 0.00% | +249+0.6% | 加碼 |
| Harber Asset Management LLC | 41,782 | $276.0 萬 | 0.89% | +41,782 | 新進 |
| Susquehanna Fundamental Investments, LLC | 40,199 | $265.6 萬 | 0.07% | −5,507−12.0% | 減碼 |
| California State Teachers Retirement System | 36,344 | $240.1 萬 | 0.00% | +544+1.5% | 加碼 |
| Price T Rowe Associates Inc | 33,119 | $218.8 萬 | 0.00% | +4,371+15.2% | 加碼 |
| Freemont Management S.A. | 31,600 | $208.8 萬 | 0.34% | +6,900+27.9% | 加碼 |
| Two Sigma Investments, LP | 30,756 | $203.2 萬 | 0.00% | +6,588+27.3% | 加碼 |
| First National Bank of Omaha | 30,101 | $198.9 萬 | 0.13% | +424+1.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 29,830 | $197.1 萬 | 0.01% | +4,322+16.9% | 加碼 |
| HSBC Holdings PLC | 29,297 | $193.0 萬 | 0.00% | −3,326−10.2% | 減碼 |
| Handelsbanken Fonder AB | 26,639 | $176.0 萬 | 0.01% | +13,495+102.7% | 加碼 |
| Raymond James Financial Inc | 24,847 | $164.2 萬 | 0.00% | +4,069+19.6% | 加碼 |