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。
2026 年第 1 季 13F 持有人
Ambarella Inc 在 2026/3/31 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
- 307
- 較 2025 年第 4 季 −13 家
- 持有股數
- 3,651 萬
- 較 2025 年第 4 季 +494.0 萬 (+15.6%)
- 總市值
- $18.8 億
- 較 2025 年第 4 季 −$3.58 億 (−16.0%)
- 新進機構
- 62
- 另有 114 家加碼
- 清倉機構
- 75
- 另有 85 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Collar Capital Management, LLC | 18,648 | $96.0 萬 | 0.62% | −1,540−7.6% | 減碼 |
| Canada Pension Plan Investment Board | 19,200 | $98.8 萬 | 0.00% | +3,500+22.3% | 加碼 |
| Primecap Management Co | 19,400 | $99.9 萬 | 0.00% | −100−0.5% | 減碼 |
| Needham Investment Management LLC | 20,000 | $103.0 萬 | 0.05% | +20,000 | 新進 |
| Gsa Capital Partners LLP | 20,069 | $103.3 萬 | 0.06% | −4,731−19.1% | 減碼 |
| Mariner, LLC | 20,304 | $104.5 萬 | 0.00% | +12,927+175.2% | 加碼 |
| Leonteq Securities AG | 20,349 | $104.7 萬 | 0.06% | −6,521−24.3% | 減碼 |
| Los Angeles Capital Management LLC | 20,842 | $107.3 萬 | 0.00% | +2,104+11.2% | 加碼 |
| KBC Group NV | 21,795 | $112.2 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 22,912 | $117.9 萬 | 0.01% | +231+1.0% | 加碼 |
| Dark Forest Capital Management LP | 23,073 | $118.8 萬 | 0.11% | +23,073 | 新進 |
| Quantbot Technologies LP | 25,225 | $129.8 萬 | 0.05% | +1,518+6.4% | 加碼 |
| IMC-Chicago, LLC | 25,608 | $131.8 萬 | 0.02% | −18,749−42.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 26,989 | $138.9 萬 | 0.11% | +26,989 | 新進 |
| Stifel Financial Corp | 27,253 | $140.3 萬 | 0.00% | +17,224+171.7% | 加碼 |
| Van Eck Associates Corp | 28,682 | $147.6 萬 | 0.00% | −6,900−19.4% | 減碼 |
| Man Group plc | 28,984 | $149.2 萬 | 0.00% | +4,139+16.7% | 加碼 |
| Citigroup Inc | 30,324 | $156.1 萬 | 0.00% | −409−1.3% | 減碼 |
| Brevan Howard Capital Management LP | 30,759 | $158.3 萬 | 0.02% | +30,759 | 新進 |
| Ieq Capital, LLC | 32,408 | $166.8 萬 | 0.01% | +21,070+185.8% | 加碼 |
| Occudo Quantitative Strategies LP | 25,210 | $173.4 萬 | 0.09% | +20,561+442.3% | 加碼 |
| Creative Planning | 34,524 | $177.7 萬 | 0.00% | +8,848+34.5% | 加碼 |
| Holocene Advisors, LP | 35,460 | $182.5 萬 | 0.00% | +35,460 | 新進 |
| Vanguard Asset Management, Ltd | 36,100 | $185.8 萬 | 0.00% | +36,100 | 新進 |
| Ameriprise Financial Inc | 40,622 | $209.1 萬 | 0.00% | −19,336−32.2% | 減碼 |
| Samjo Management, LLC | 41,630 | $214.3 萬 | 0.93% | +41,630 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 42,202 | $217.2 萬 | 0.03% | −6,665−13.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 43,068 | $221.7 萬 | 0.04% | +264+0.6% | 加碼 |
| Granite Investment Partners, LLC | 44,240 | $227.7 萬 | 0.14% | +16,471+59.3% | 加碼 |
| California State Teachers Retirement System | 47,918 | $246.7 萬 | 0.00% | +9,273+24.0% | 加碼 |
| Wells Fargo & Company | 48,433 | $249.3 萬 | 0.00% | −43,591−47.4% | 減碼 |
| Trexquant Investment LP | 49,294 | $253.7 萬 | 0.02% | −96,437−66.2% | 減碼 |
| SG Americas Securities, LLC | 51,367 | $264.4 萬 | 0.00% | −3,858−7.0% | 減碼 |
| Acadian Asset Management LLC | 54,200 | $278.6 萬 | 0.00% | −67,184−55.3% | 減碼 |
| Rhumbline Advisers | 56,654 | $291.6 萬 | 0.00% | +801+1.4% | 加碼 |
| DnB Asset Management AS | 57,689 | $297.0 萬 | 0.01% | +10,531+22.3% | 加碼 |
| Sora Investors LLC | 59,092 | $304.2 萬 | 0.28% | −103,641−63.7% | 減碼 |
| Alliancebernstein L.P. | 44,258 | $313.5 萬 | 0.00% | −75,021−62.9% | 減碼 |
| Lord, Abbett & Co. LLC | 76,646 | $394.5 萬 | 0.01% | −3,080−3.9% | 減碼 |
| Franklin Resources Inc | 77,413 | $398.5 萬 | 0.00% | +22,610+41.3% | 加碼 |
| Swiss National Bank | 80,833 | $416.1 萬 | 0.00% | +800+1.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81,909 | $421.6 萬 | 0.00% | +672+0.8% | 加碼 |
| Essex Investment Management Co LLC | 82,387 | $424.1 萬 | 0.67% | −1,456−1.7% | 減碼 |
| UBS Asset Management Americas Inc | 83,104 | $427.8 萬 | 0.00% | +2,337+2.9% | 加碼 |
| Panagora Asset Management Inc | 87,167 | $448.7 萬 | 0.02% | +87,167 | 新進 |
| Invesco Ltd. | 87,804 | $452.0 萬 | 0.00% | +5,976+7.3% | 加碼 |
| Russell Investments Group, Ltd. | 88,320 | $454.6 萬 | 0.00% | +17,438+24.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 89,000 | $458.1 萬 | 0.12% | +34,000+61.8% | 加碼 |
| SEI Investments Co | 89,139 | $458.8 萬 | 0.00% | +24,711+38.4% | 加碼 |
| SWS Partners | 91,437 | $470.7 萬 | 1.16% | +2,246+2.5% | 加碼 |
| Allianz Asset Management GmbH | 92,600 | $476.7 萬 | 0.01% | +92,600 | 新進 |
| Engineers Gate Manager LP | 93,943 | $483.6 萬 | 0.06% | −31,116−24.9% | 減碼 |
| Deutsche Bank AG | 95,460 | $491.4 萬 | 0.00% | −2,729−2.8% | 減碼 |
| Robeco Schweiz AG | 104,154 | $536.1 萬 | 0.11% | −58,441−35.9% | 減碼 |
| Hillsdale Investment Management Inc. | 107,000 | $550.8 萬 | 0.15% | +2,100+2.0% | 加碼 |
| Portolan Capital Management, LLC | 108,749 | $559.8 萬 | 0.30% | +54,507+100.5% | 加碼 |
| Bank of New York Mellon Corp | 112,192 | $577.5 萬 | 0.00% | −4,150−3.6% | 減碼 |
| Shannon River Fund Management LLC | 114,940 | $591.7 萬 | 1.13% | −186,153−61.8% | 減碼 |
| Mairs & Power Inc | 117,581 | $605.2 萬 | 0.06% | +117,581 | 新進 |
| Westerly Capital Management, LLC | 130,000 | $669.2 萬 | 2.06% | +45,000+52.9% | 加碼 |
| First Trust Advisors LP | 132,938 | $684.3 萬 | 0.00% | −13,674−9.3% | 減碼 |
| Freemont Management S.A. | 135,800 | $699.0 萬 | 1.31% | +97,211+251.9% | 加碼 |
| Susquehanna International Group, LLP | 153,741 | $791.4 萬 | 0.01% | −68,824−30.9% | 減碼 |
| Raymond James Financial Inc | 186,296 | $916.3 萬 | 0.00% | −2,742−1.5% | 減碼 |
| Renaissance Technologies LLC | 199,400 | $1,026 萬 | 0.02% | +199,400 | 新進 |
| Goldman Sachs Group Inc | 209,817 | $1,080 萬 | 0.00% | +2,192+1.1% | 加碼 |
| Walleye Capital LLC | 210,934 | $1,086 萬 | 0.07% | +201,770+2,201.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 245,165 | $1,262 萬 | 0.01% | +245,165 | 新進 |
| Marshall Wace, LLP | 249,542 | $1,285 萬 | 0.01% | −68,946−21.6% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 257,800 | $1,327 萬 | 0.01% | +257,800 | 新進 |
| Hawk Ridge Capital Management LP | 276,100 | $1,421 萬 | 0.52% | +276,100 | 新進 |
| Vanguard Fiduciary Trust Co | 284,289 | $1,463 萬 | 0.00% | +284,289 | 新進 |
| Balyasny Asset Management LLC | 289,849 | $1,492 萬 | 0.03% | −70,050−19.5% | 減碼 |
| Oberweis Asset Management Inc | 295,185 | $1,519 萬 | 0.45% | −322,675−52.2% | 減碼 |
| FMR LLC | 302,337 | $1,556 萬 | 0.00% | +20,967+7.5% | 加碼 |
| UBS Group AG | 314,046 | $1,617 萬 | 0.00% | −321,518−50.6% | 減碼 |
| Woodline Partners LP | 349,479 | $1,799 萬 | 0.07% | +349,479 | 新進 |
| Charles Schwab Investment Management Inc | 363,291 | $1,870 萬 | 0.00% | −1,928−0.5% | 減碼 |
| Jacobs Levy Equity Management, Inc | 364,429 | $1,876 萬 | 0.08% | +46,000+14.4% | 加碼 |
| Northern Trust Corp | 374,780 | $1,929 萬 | 0.00% | +10,766+3.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 384,796 | $1,981 萬 | 0.02% | +75,581+24.4% | 加碼 |
| Handelsbanken Fonder AB | 396,690 | $2,042 萬 | 0.07% | +84,364+27.0% | 加碼 |
| Algert Global LLC | 409,220 | $2,106 萬 | 0.32% | +201,300+96.8% | 加碼 |
| Pinnacle Associates Ltd | 430,249 | $2,215 萬 | 0.28% | +71,027+19.8% | 加碼 |
| JPMorgan Chase & Co | 473,762 | $2,305 萬 | 0.00% | +205,890+76.9% | 加碼 |
| Squarepoint Ops LLC | 460,580 | $2,371 萬 | 0.05% | −333,165−42.0% | 減碼 |
| Stephens Investment Management Group LLC | 475,141 | $2,446 萬 | 0.34% | −1,807−0.4% | 減碼 |
| Bank of America Corp | 481,758 | $2,480 萬 | 0.00% | +34,843+7.8% | 加碼 |
| Nuveen, LLC | 487,820 | $2,511 萬 | 0.01% | +10,922+2.3% | 加碼 |
| AQR Capital Management LLC | 495,815 | $2,552 萬 | 0.01% | +259,968+110.2% | 加碼 |
| Point72 Asset Management, L.P. | 521,211 | $2,683 萬 | 0.05% | −250,822−32.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 541,901 | $2,772 萬 | 0.04% | +103,732+23.7% | 加碼 |
| FIFTHDELTA Ltd | 546,538 | $2,813 萬 | 3.88% | +546,538 | 新進 |
| Exchange Traded Concepts, LLC | 571,580 | $2,942 萬 | 0.23% | +218,479+61.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 600,506 | $3,091 萬 | 0.07% | +43,347+7.8% | 加碼 |
| Dimensional Fund Advisors LP | 638,587 | $3,287 萬 | 0.01% | +139,928+28.1% | 加碼 |
| Morgan Stanley | 724,655 | $3,730 萬 | 0.00% | −186,822−20.5% | 減碼 |
| Legal & General Group Plc | 926,396 | $4,769 萬 | 0.01% | +312,379+50.9% | 加碼 |
| Citadel Advisors LLC | 931,862 | $4,797 萬 | 0.03% | +396,188+74.0% | 加碼 |
| Price T Rowe Associates Inc | 952,315 | $4,902 萬 | 0.01% | +87,705+10.1% | 加碼 |