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 2 季 13F 持有人
Ambarella Inc 在 2026/6/30 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
- 341
- 較 2026 年第 1 季 +38 家
- 持有股數
- 3,590 萬
- 較 2026 年第 1 季 −56.2 萬 (−1.5%)
- 總市值
- $31.3 億
- 較 2026 年第 1 季 +$12.5 億 (+66.9%)
- 新進機構
- 88
- 另有 118 家加碼
- 清倉機構
- 50
- 另有 89 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 17,395 | $104.9 萬 | 0.00% | +524+3.1% | 加碼 |
| Quantinno Capital Management LP | 12,368 | $106.1 萬 | 0.00% | +2,266+22.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 12,583 | $108.0 萬 | 0.01% | +1,791+16.6% | 加碼 |
| Janney Montgomery Scott LLC | 12,697 | $108.9 萬 | 0.00% | +12,697 | 新進 |
| SBI Okasan Asset Management Co.Ltd. | 16,700 | $111.9 萬 | 0.04% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 13,063 | $112.1 萬 | 0.00% | +80+0.6% | 加碼 |
| Gsa Capital Partners LLP | 13,211 | $113.4 萬 | 0.07% | −6,858−34.2% | 減碼 |
| Mercer Global Advisors Inc | 13,218 | $113.4 萬 | 0.00% | +2,938+28.6% | 加碼 |
| Intech Investment Management LLC | 13,322 | $114.3 萬 | 0.01% | −1,900−12.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 13,451 | $115.4 萬 | 0.00% | +13,451 | 新進 |
| Envestnet Asset Management Inc | 13,456 | $115.5 萬 | 0.00% | +4,318+47.3% | 加碼 |
| Captrust Financial Advisors | 13,908 | $119.3 萬 | 0.00% | +3,590+34.8% | 加碼 |
| Lazard Asset Management LLC | 14,069 | $120.7 萬 | 0.00% | 00.0% | 不變 |
| Summit Global Investments | 14,805 | $127.0 萬 | 0.07% | +563+4.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 15,054 | $129.2 萬 | 0.07% | +15,054 | 新進 |
| Advisor Group Holdings, Inc. | 15,380 | $132.0 萬 | 0.00% | +4,155+37.0% | 加碼 |
| New York State Common Retirement Fund | 15,425 | $132.3 萬 | 0.00% | +865+5.9% | 加碼 |
| Vanguard Global Advisers, LLC | 15,968 | $137.0 萬 | 0.00% | −768−4.6% | 減碼 |
| Legato Capital Management LLC | 15,971 | $137.0 萬 | 0.11% | +476+3.1% | 加碼 |
| ACT Capital Management, LLC | 16,000 | $137.3 萬 | 0.90% | +16,000 | 新進 |
| Diversified Trust Co | 17,378 | $149.1 萬 | 0.02% | +6,740+63.4% | 加碼 |
| Virtus ETF Advisers LLC | 17,442 | $149.7 萬 | 0.57% | +612+3.6% | 加碼 |
| Mariner, LLC | 17,500 | $149.8 萬 | 0.00% | −2,804−13.8% | 減碼 |
| STRS Ohio | 17,700 | $151.9 萬 | 0.01% | +3,300+22.9% | 加碼 |
| Jupiter Topco LLC | 17,898 | $153.6 萬 | 0.00% | +17,898 | 新進 |
| McDonald Partners LLC | 17,946 | $154.0 萬 | 0.37% | −125−0.7% | 減碼 |
| Caption Management, LLC | 18,000 | $154.4 萬 | 0.05% | +18,000 | 新進 |
| Pathstone Holdings, LLC | 18,119 | $155.5 萬 | 0.00% | −170−0.9% | 減碼 |
| Collar Capital Management, LLC | 18,133 | $155.6 萬 | 0.92% | −515−2.8% | 減碼 |
| Mackenzie Financial Corp | 18,235 | $156.5 萬 | 0.00% | +3,590+24.5% | 加碼 |
| WBI Investments | 18,497 | $158.7 萬 | 0.39% | +18,497 | 新進 |
| Ieq Capital, LLC | 18,945 | $162.5 萬 | 0.01% | −13,463−41.5% | 減碼 |
| Cerity Partners LLC | 19,093 | $163.8 萬 | 0.00% | +3,056+19.1% | 加碼 |
| Primecap Management Co | 19,100 | $163.9 萬 | 0.00% | −300−1.5% | 減碼 |
| Amundi | 19,733 | $169.3 萬 | 0.00% | +15,846+407.7% | 加碼 |
| Acadian Asset Management LLC | 19,922 | $170.5 萬 | 0.00% | −34,278−63.2% | 減碼 |
| PEAK6 LLC | 20,007 | $171.7 萬 | 0.04% | +20,007 | 新進 |
| Polymer Capital Management (US) LLC | 20,355 | $174.6 萬 | 0.26% | +20,355 | 新進 |
| Red Spruce Capital, LLC | 20,385 | $174.9 萬 | 0.61% | +5,744+39.2% | 加碼 |
| Capital Fund Management S.A. | 21,407 | $183.7 萬 | 0.01% | +21,407 | 新進 |
| KBC Group NV | 21,795 | $187.0 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 23,331 | $200.2 萬 | 0.14% | −3,658−13.6% | 減碼 |
| Lighthouse Investment Partners, LLC | 23,433 | $201.1 萬 | 0.06% | +23,433 | 新進 |
| Marex Group plc | 23,437 | $201.1 萬 | 0.01% | +5,551+31.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 23,592 | $202.4 萬 | 0.00% | +8,677+58.2% | 加碼 |
| MetLife Investment Management | 24,859 | $213.3 萬 | 0.01% | +1,947+8.5% | 加碼 |
| Odyssean, LLC | 26,188 | $224.7 萬 | 0.37% | +26,188 | 新進 |
| Linden Thomas Advisory Services, LLC | 26,242 | $225.2 萬 | 0.18% | +9,169+53.7% | 加碼 |
| DnB Asset Management AS | 28,057 | $240.7 萬 | 0.01% | −29,632−51.4% | 減碼 |
| White Pine Capital LLC | 28,652 | $245.8 萬 | 0.58% | +14,967+109.4% | 加碼 |
| Alliancebernstein L.P. | 48,344 | $248.9 萬 | 0.00% | +4,086+9.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 29,133 | $250.0 萬 | 0.05% | +29,133 | 新進 |
| Man Group plc | 29,542 | $253.5 萬 | 0.00% | +558+1.9% | 加碼 |
| Los Angeles Capital Management LLC | 30,588 | $262.4 萬 | 0.01% | +9,746+46.8% | 加碼 |
| Allianz Asset Management GmbH | 30,900 | $265.1 萬 | 0.00% | −61,700−66.6% | 減碼 |
| Winton Group Ltd | 32,100 | $275.4 萬 | 0.09% | +26,900+517.3% | 加碼 |
| Katamaran Capital LLP | 33,024 | $283.3 萬 | 2.42% | +33,024 | 新進 |
| Arosa Capital Management LP | 35,000 | $300.3 萬 | 2.62% | +35,000 | 新進 |
| Creative Planning | 37,012 | $317.6 萬 | 0.00% | +2,488+7.2% | 加碼 |
| Granite Investment Partners, LLC | 38,303 | $328.6 萬 | 0.17% | −5,937−13.4% | 減碼 |
| Ameriprise Financial Inc | 39,890 | $342.3 萬 | 0.00% | −732−1.8% | 減碼 |
| Millennium Management LLC | 41,318 | $354.5 萬 | 0.00% | −1,471,221−97.3% | 減碼 |
| Vanguard Asset Management, Ltd | 41,873 | $359.3 萬 | 0.00% | +5,773+16.0% | 加碼 |
| Zacks Investment Management | 41,882 | $359.4 萬 | 0.03% | +41,882 | 新進 |
| Stifel Financial Corp | 42,491 | $364.6 萬 | 0.00% | +15,238+55.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 42,746 | $366.8 萬 | 0.07% | −322−0.7% | 減碼 |
| Van Eck Associates Corp | 45,316 | $388.8 萬 | 0.00% | +16,634+58.0% | 加碼 |
| California State Teachers Retirement System | 47,979 | $411.7 萬 | 0.00% | +61+0.1% | 加碼 |
| Holocene Advisors, LP | 51,883 | $445.2 萬 | 0.01% | +16,423+46.3% | 加碼 |
| LPL Financial LLC | 53,306 | $457.4 萬 | 0.00% | +46,308+661.7% | 加碼 |
| Rhumbline Advisers | 53,925 | $462.7 萬 | 0.00% | −2,729−4.8% | 減碼 |
| Citigroup Inc | 57,317 | $491.8 萬 | 0.00% | +26,993+89.0% | 加碼 |
| IMC-Chicago, LLC | 60,277 | $517.2 萬 | 0.05% | +34,669+135.4% | 加碼 |
| Qube Research & Technologies Ltd | 61,095 | $524.2 萬 | 0.01% | +47,435+347.3% | 加碼 |
| SEI Investments Co | 62,855 | $539.3 萬 | 0.00% | −26,284−29.5% | 減碼 |
| Franklin Resources Inc | 63,751 | $547.0 萬 | 0.00% | −13,662−17.6% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 65,731 | $564.0 萬 | 0.20% | +65,731 | 新進 |
| Wells Fargo & Company | 68,229 | $585.4 萬 | 0.00% | +19,796+40.9% | 加碼 |
| Russell Investments Group, Ltd. | 78,892 | $676.9 萬 | 0.01% | −9,428−10.7% | 減碼 |
| Invesco Ltd. | 79,161 | $679.2 萬 | 0.00% | −8,643−9.8% | 減碼 |
| Essex Investment Management Co LLC | 79,997 | $686.4 萬 | 0.90% | −2,390−2.9% | 減碼 |
| Westerly Capital Management, LLC | 80,000 | $686.4 萬 | 1.27% | −50,000−38.5% | 減碼 |
| Susquehanna International Group, LLP | 81,602 | $700.1 萬 | 0.01% | −72,139−46.9% | 減碼 |
| Swiss National Bank | 83,433 | $715.9 萬 | 0.00% | +2,600+3.2% | 加碼 |
| Potrero Capital Research LLC | 86,595 | $743.0 萬 | 4.55% | +86,595 | 新進 |
| Apis Capital Advisors, LLC | 88,000 | $755.0 萬 | 0.73% | +88,000 | 新進 |
| JPMorgan Chase & Co | 111,267 | $759.1 萬 | 0.00% | −362,495−76.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 89,000 | $763.6 萬 | 0.32% | 00.0% | 不變 |
| Emerald Advisers, LLC | 96,501 | $828.0 萬 | 0.19% | +96,501 | 新進 |
| Portolan Capital Management, LLC | 97,072 | $832.9 萬 | 0.31% | −11,677−10.7% | 減碼 |
| Sora Investors LLC | 100,935 | $866.0 萬 | 0.66% | +41,843+70.8% | 加碼 |
| Robeco Schweiz AG | 106,242 | $911.6 萬 | 0.15% | +2,088+2.0% | 加碼 |
| Renaissance Technologies LLC | 110,300 | $946.4 萬 | 0.01% | −89,100−44.7% | 減碼 |
| Hillsdale Investment Management Inc. | 116,280 | $997.7 萬 | 0.23% | +9,280+8.7% | 加碼 |
| Quadrature Capital Ltd | 117,737 | $1,010 萬 | 0.09% | +117,737 | 新進 |
| Point72 Asset Management, L.P. | 117,943 | $1,012 萬 | 0.02% | −403,268−77.4% | 減碼 |
| First Trust Advisors LP | 118,029 | $1,013 萬 | 0.01% | −14,909−11.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121,951 | $1,046 萬 | 0.01% | +40,042+48.9% | 加碼 |
| Bank of New York Mellon Corp | 122,202 | $1,048 萬 | 0.00% | +10,010+8.9% | 加碼 |
| Mairs & Power Inc | 126,353 | $1,084 萬 | 0.10% | +8,772+7.5% | 加碼 |