Andor Capital Management’s Ambarella AMBA Stock Holding History

Andor Capital Management’s Portfolio AMBA Stock Details AMBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-250,000	Closed	-$13.9M	–	6
2015 Q4	$13.9M	Buy	+250,000	New	+$14.1M	1.99%	15
2015 Q2	–	Sell	-125,000	Closed	-$9.46M	–	29
2015 Q1	$9.46M	Sell	125,000 -675,000	-84%	-$41M	0.94%	23
2014 Q4	$40.6M	Buy	800,000 +300,000	+60%	+$14M	2.58%	12
2014 Q3	$21.8M	Buy	+500,000	New	+$16.6M	1.01%	21
2014 Q2	–	Sell	-150,000	Closed	-$4.01M	–	25
2014 Q1	$4.01M	Sell	150,000 -350,000	-70%	-$10.7M	0.21%	29
2013 Q4	$16.9M	Buy	+500,000	New	+$11.5M	0.93%	28

Other funds holding AMBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TPCM

Tide Point Capital Management Old Greenwich, Connecticut $851M AUM 25.25% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Andor Capital Management's AMBA Position: Q1 2016 in Review

Andor Capital Management sold out of Ambarella (AMBA) in Q1 2016, closing a stake of 250,000 shares — an estimated $13.9M sold.

Andor Capital Management first reported a position in AMBA in Q4 2013 and held it in 6 quarters. The position peaked at $40.6M in Q4 2014. 201 funds tracked by Wall St. Rank hold AMBA as of Q1 2016.

Andor Capital Management reported no remaining Ambarella position as of Q1 2016 after selling out during the quarter.
Andor Capital Management sold 250,000 Ambarella shares in Q1 2016, an estimated $13.9M.
Andor Capital Management first reported a position in Ambarella in Q4 2013 and held it in 6 quarters.
Andor Capital Management's Ambarella position peaked at $40.6M in Q4 2014.
201 funds tracked by Wall St. Rank held Ambarella as of Q1 2016.

Based on Andor Capital Management's 13F filing for Q1 2016, filed 16 May 2016.