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Intrinsic Edge Capital Management’s Ambarella AMBA Stock Holding History

Intrinsic Edge 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
2025
Q2 		– Sell
-210,000
Closed -$10.6M – 91
2025
Q1 		$10.6M Buy
+210,000
New +$14.4M 1.94% 22

Other funds holding AMBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Intrinsic Edge Capital Management's AMBA Position: Q2 2025 in Review

Intrinsic Edge Capital Management sold out of Ambarella (AMBA) in Q2 2025, closing a stake of 210,000 shares — an estimated $10.6M sold.

Intrinsic Edge Capital Management first reported a position in AMBA in Q1 2025 and held it in 1 quarter. The position peaked at $10.6M in Q1 2025. 304 funds tracked by Wall St. Rank hold AMBA as of Q2 2025.

  • Intrinsic Edge Capital Management reported no remaining Ambarella position as of Q2 2025 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 210,000 Ambarella shares in Q2 2025, an estimated $10.6M.
  • Intrinsic Edge Capital Management first reported a position in Ambarella in Q1 2025 and held it in 1 quarter.
  • Intrinsic Edge Capital Management's Ambarella position peaked at $10.6M in Q1 2025.
  • 304 funds tracked by Wall St. Rank held Ambarella as of Q2 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.