Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$77.4M Buy
877,123
+14,948
+2% +$886K 0.54% 29
2026
Q1
$21.9M Buy
862,175
+165,755
+24% +$4.94M 0.44% 43
2025
Q4
$19.8M Buy
696,420
+12,113
+2% +$347K 0.24% 50
2025
Q3
$20.5M Buy
+684,307
New +$24.9M 0.4% 42

Other funds holding AMBQ

Gavin Baker's AMBQ Position: Q2 2026 in Review

Gavin Baker increased its Ambiq Micro (AMBQ) stake by 1.7% in Q2 2026, buying an estimated $886K and bringing the position to 877,123 shares worth $77.4M. The position accounts for 0.54% of the portfolio, ranked #29.

Gavin Baker first reported a position in AMBQ in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold AMBQ as of Q2 2026.

  • Gavin Baker held 877,123 shares of Ambiq Micro worth $77.4M as of Q2 2026.
  • Gavin Baker bought 14,948 Ambiq Micro shares in Q2 2026, an estimated $886K.
  • Ambiq Micro made up 0.54% of Gavin Baker's portfolio in Q2 2026, its #29 holding.
  • Gavin Baker first reported a position in Ambiq Micro in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Ambiq Micro as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.