First Manhattan’s Ambarella AMBA Stock Holding History

First Manhattan’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
2026 Q2	$236K	Buy	+2,745	New	+$189K	﹤0.01%	693
2025 Q4	–	Sell	-2,745	Closed	-$227K	–	730
2025 Q3	$227K	Buy	+2,745	New	+$199K	﹤0.01%	662
2021 Q4	–	Sell	-50	Closed	-$7K	–	1568
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	1333
2021 Q2	$5K	Buy	+50	New	+$4.95K	﹤0.01%	1377

Other funds holding AMBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

First Manhattan's AMBA Position: Q2 2026 in Review

First Manhattan opened a new position in Ambarella (AMBA) in Q2 2026: 2,745 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: First Manhattan previously reported a position in AMBA as recently as Q3 2025.

First Manhattan first reported a position in AMBA in Q2 2021 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

First Manhattan held 2,745 shares of Ambarella worth $236K as of Q2 2026.
Ambarella was a new First Manhattan position in Q2 2026.
Ambarella made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #693 holding.
First Manhattan first reported a position in Ambarella in Q2 2021 and has held it in 4 quarters since.
342 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.