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、8 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
- 3,513 萬
- 較 2025 年第 1 季 +78.8 萬 (+2.3%)
- 總市值
- $23.2 億
- 較 2025 年第 1 季 +$5.92 億 (+34.3%)
- 新進機構
- 59
- 另有 108 家加碼
- 清倉機構
- 50
- 另有 105 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 | $26.2 億 |
| 2025 年第 3 季 | 329 | $29.3 億 |
| 2025 年第 2 季 | 305 | $23.2 億 |
| 2025 年第 1 季 | 298 | $17.7 億 |
| 2024 年第 4 季 | 299 | $24.6 億 |
| 2024 年第 3 季 | 265 | $18.6 億 |
| 2024 年第 2 季 | 262 | $18.3 億 |
| 2024 年第 1 季 | 269 | $16.9 億 |
| 2023 年第 4 季 | 258 | $20.2 億 |
| 2023 年第 3 季 | 254 | $16.4 億 |
| 2023 年第 2 季 | 258 | $25.8 億 |
| 2023 年第 1 季 | 273 | $23.5 億 |
| 2022 年第 4 季 | 265 | $25.8 億 |
| 2022 年第 3 季 | 244 | $17.0 億 |
| 2022 年第 2 季 | 267 | $19.2 億 |
| 2022 年第 1 季 | 293 | $30.1 億 |
| 2021 年第 4 季 | 328 | $57.2 億 |
| 2021 年第 3 季 | 281 | $44.4 億 |
| 2021 年第 2 季 | 260 | $29.2 億 |
| 2021 年第 1 季 | 266 | $27.8 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 24,309 | $160.6 萬 | 0.01% | +1,804+8.0% | 加碼 |
| Virtus ETF Advisers LLC | 23,690 | $156.5 萬 | 0.96% | +23,690 | 新進 |
| Atom Investors LP | 23,533 | $155.5 萬 | 0.14% | +23,533 | 新進 |
| Intech Investment Management LLC | 22,543 | $148.9 萬 | 0.01% | −3,043−11.9% | 減碼 |
| Mackenzie Financial Corp | 22,170 | $146.5 萬 | 0.00% | +14,574+191.9% | 加碼 |
| Primecap Management Co | 21,900 | $144.7 萬 | 0.00% | −3,400−13.4% | 減碼 |
| KBC Group NV | 21,795 | $144.0 萬 | 0.00% | −571−2.6% | 減碼 |
| Creative Planning | 21,569 | $142.5 萬 | 0.00% | +5,085+30.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 21,473 | $141.9 萬 | 0.01% | −30,287−58.5% | 減碼 |
| Gsa Capital Partners LLP | 21,100 | $139.4 萬 | 0.10% | −8,896−29.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 21,084 | $139.3 萬 | 0.00% | −20,379−49.1% | 減碼 |
| Collar Capital Management, LLC | 20,801 | $137.4 萬 | 1.16% | −430−2.0% | 減碼 |
| Katamaran Capital LLP | 20,595 | $136.1 萬 | 1.32% | +20,595 | 新進 |
| Thrivent Financial for Lutherans | 20,163 | $133.2 萬 | 0.00% | −1,369−6.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 19,609 | $129.5 萬 | 0.03% | +11,941+155.7% | 加碼 |
| Verition Fund Management LLC | 19,398 | $128.2 萬 | 0.01% | −7,709−28.4% | 減碼 |
| McDonald Partners LLC | 19,246 | $127.2 萬 | 0.31% | −200−1.0% | 減碼 |
| Stifel Financial Corp | 18,497 | $122.2 萬 | 0.00% | +4,249+29.8% | 加碼 |
| Pathstone Holdings, LLC | 18,289 | $120.8 萬 | 0.00% | −794−4.2% | 減碼 |
| Janus Henderson Group PLC | 17,898 | $118.2 萬 | 0.00% | −14,709−45.1% | 減碼 |
| LPL Financial LLC | 17,551 | $116.0 萬 | 0.00% | +4,684+36.4% | 加碼 |
| Van Eck Associates Corp | 17,262 | $114.0 萬 | 0.00% | +2,848+19.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 17,168 | $113.4 萬 | 0.12% | −203−1.2% | 減碼 |
| Edgestream Partners, L.P. | 16,548 | $109.3 萬 | 0.03% | −19,437−54.0% | 減碼 |
| Gamco Investors, Inc. Et Al | 16,176 | $106.9 萬 | 0.01% | −2,172−11.8% | 減碼 |
| STRS Ohio | 15,100 | $99.8 萬 | 0.00% | −200−1.3% | 減碼 |
| Red Spruce Capital, LLC | 15,049 | $99.4 萬 | 0.43% | +6,428+74.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,967 | $98.9 萬 | 0.00% | +7,935+112.8% | 加碼 |
| White Pine Capital LLC | 14,745 | $97.4 萬 | 0.31% | +903+6.5% | 加碼 |
| New York State Common Retirement Fund | 14,303 | $94.5 萬 | 0.00% | +1,500+11.7% | 加碼 |
| Legato Capital Management LLC | 14,280 | $94.3 萬 | 0.11% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 13,942 | $92.1 萬 | 0.10% | −15,138−52.1% | 減碼 |
| SG Americas Securities, LLC | 13,871 | $91.6 萬 | 0.00% | −4,439−24.2% | 減碼 |
| US Bancorp | 13,656 | $90.2 萬 | 0.00% | −1,547−10.2% | 減碼 |
| Leonteq Securities AG | 13,602 | $89.9 萬 | 0.05% | −6,299−31.7% | 減碼 |
| Winton Group Ltd | 13,571 | $89.7 萬 | 0.05% | +13,571 | 新進 |
| Azzad Asset Management Inc | 13,549 | $89.5 萬 | 0.10% | +2,880+27.0% | 加碼 |
| Natixis Advisors, L.P. | 13,517 | $89.3 萬 | 0.00% | +1,731+14.7% | 加碼 |
| Moody National Bank Trust Division | 12,973 | $85.7 萬 | 0.08% | +1,775+15.9% | 加碼 |
| Versor Investments LP | 12,800 | $84.6 萬 | 0.15% | +12,800 | 新進 |
| Summit Global Investments | 12,666 | $83.7 萬 | 0.05% | +823+6.9% | 加碼 |
| Perbak Capital Partners LLP | 12,649 | $83.6 萬 | 0.19% | +7,928+167.9% | 加碼 |
| Ensign Peak Advisors, Inc | 12,290 | $81.2 萬 | 0.00% | 00.0% | 不變 |
| Ieq Capital, LLC | 12,140 | $80.2 萬 | 0.00% | +5,486+82.4% | 加碼 |
| ProShare Advisors LLC | 12,062 | $79.7 萬 | 0.00% | +552+4.8% | 加碼 |
| Capstone Investment Advisors, LLC | 11,801 | $78.0 萬 | 0.01% | +11,801 | 新進 |
| Quantbot Technologies LP | 11,789 | $77.9 萬 | 0.02% | +8,185+227.1% | 加碼 |
| Arizona State Retirement System | 11,742 | $77.6 萬 | 0.00% | +389+3.4% | 加碼 |
| State of Wisconsin Investment Board | 11,437 | $75.6 萬 | 0.00% | +7,281+175.2% | 加碼 |
| Jane Street Group, LLC | 11,171 | $73.8 萬 | 0.00% | −33,650−75.1% | 減碼 |
| Voya Investment Management LLC | 11,089 | $73.3 萬 | 0.00% | +904+8.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 11,021 | $72.8 萬 | 0.03% | −180−1.6% | 減碼 |
| Sender Co & Partners, Inc. | 10,829 | $71.5 萬 | 0.20% | −20,447−65.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 10,785 | $71.3 萬 | 0.00% | 00.0% | 不變 |
| Ofi Invest Asset Management | 11,974 | $67.4 萬 | 0.02% | −411−3.3% | 減碼 |
| Keel Point, LLC | 10,006 | $66.1 萬 | 0.04% | 00.0% | 不變 |
| Lazard Asset Management LLC | 9,974 | $65.7 萬 | 0.00% | +6,485+185.9% | 加碼 |
| State of Tennessee, Treasury Department | 9,653 | $63.8 萬 | 0.00% | +6,735+230.8% | 加碼 |
| Bayforest Capital Ltd | 9,461 | $62.5 萬 | 0.27% | +3,966+72.2% | 加碼 |
| Captrust Financial Advisors | 9,307 | $61.5 萬 | 0.00% | +3,895+72.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 9,230 | $61.0 萬 | 0.01% | +1,138+14.1% | 加碼 |
| Cim Investment Mangement Inc | 8,698 | $60.4 萬 | 0.12% | +4,365+100.7% | 加碼 |
| KLP Kapitalforvaltning AS | 8,800 | $58.1 萬 | 0.00% | +800+10.0% | 加碼 |
| Walleye Capital LLC | 8,778 | $58.0 萬 | 0.01% | −78,694−90.0% | 減碼 |
| Walleye Trading LLC | 8,385 | $55.4 萬 | 0.01% | −2,149−20.4% | 減碼 |
| Mariner, LLC | 8,355 | $55.2 萬 | 0.00% | +1,817+27.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 8,342 | $55.1 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 8,236 | $54.4 萬 | 0.09% | −572−6.5% | 減碼 |
| Cerity Partners LLC | 8,052 | $53.2 萬 | 0.00% | +2,315+40.4% | 加碼 |
| Oak Associates, Ltd | 7,885 | $52.1 萬 | 0.03% | +7,885 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,722 | $51.0 萬 | 0.00% | +10.0% | 加碼 |
| Advisor Group Holdings, Inc. | 7,572 | $50.0 萬 | 0.00% | +437+6.1% | 加碼 |
| Los Angeles Capital Management LLC | 7,379 | $48.7 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 6,998 | $47.1 萬 | 0.00% | +6,998 | 新進 |
| Quantinno Capital Management LP | 7,063 | $46.7 萬 | 0.00% | +2,603+58.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,924 | $45.7 萬 | 0.01% | +6,516+1,597.1% | 加碼 |
| Polymer Capital Management (US) LLC | 6,588 | $43.5 萬 | 0.07% | −1,710−20.6% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 6,438 | $42.5 萬 | 0.11% | +6,438 | 新進 |
| Pictet Asset Management Holding SA | 6,315 | $41.7 萬 | 0.00% | +1,198+23.4% | 加碼 |
| Teacher Retirement System of Texas | 6,116 | $40.4 萬 | 0.00% | −348−5.4% | 減碼 |
| Cresset Asset Management, LLC | 6,113 | $40.4 萬 | 0.00% | −2,327−27.6% | 減碼 |
| Simplex Trading, LLC | 6,103 | $40.3 萬 | 0.01% | +6,103 | 新進 |
| CWM, LLC | 6,024 | $39.8 萬 | 0.00% | +103+1.7% | 加碼 |
| Bridgefront Capital, LLC | 5,929 | $39.2 萬 | 0.10% | +5,929 | 新進 |
| Symmetry Peak Management LLC | 5,860 | $38.7 萬 | 4.39% | +5,860 | 新進 |
| First National Advisers, LLC | 5,840 | $38.6 萬 | 0.06% | +345+6.3% | 加碼 |
| Commonwealth Equity Services, LLC | 5,795 | $38.3 萬 | 0.00% | −1,570−21.3% | 減碼 |
| Sigma Planning Corp | 5,653 | $37.3 萬 | 0.01% | +5,653 | 新進 |
| Centaurus Financial, Inc. | 5,608 | $37.0 萬 | 0.02% | −558−9.0% | 減碼 |
| Asset Management One Co.,Ltd. | 5,407 | $35.7 萬 | 0.00% | +3,941+268.8% | 加碼 |
| Centiva Capital, LP | 5,125 | $33.9 萬 | 0.02% | +5,125 | 新進 |
| Mach-1 Financial Group, Inc. | 5,049 | $33.4 萬 | 0.10% | −681−11.9% | 減碼 |
| Vident Advisory, LLC | 5,036 | $33.3 萬 | 0.00% | +5,036 | 新進 |
| CIBC World Markets Corp | 5,020 | $33.2 萬 | 0.00% | −3,539−41.3% | 減碼 |
| First Community Trust NA | 5,000 | $33.0 萬 | 0.27% | 00.0% | 不變 |
| Ardsley Advisory Partners LP | 5,000 | $33.0 萬 | 0.05% | +5,000 | 新進 |
| Banque Pictet & Cie SA | 4,818 | $31.8 萬 | 0.00% | −325−6.3% | 減碼 |
| Victory Capital Management Inc | 4,747 | $31.4 萬 | 0.00% | +12+0.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,630 | $30.6 萬 | 0.00% | +313+7.3% | 加碼 |
| Pitcairn Co | 4,565 | $30.2 萬 | 0.02% | −1,421−23.7% | 減碼 |