Jericho Capital Asset Management’s Ambarella AMBA Stock Holding History

Jericho Capital Asset 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
2026 Q1	–	Sell	-1,587,081	Closed	-$112M	–	25
2025 Q4	$112M	Buy	1,587,081 +373,734	+31%	+$30.2M	1.28%	21
2025 Q3	$100M	Buy	1,213,347 +114,865	+10%	+$8.34M	1.04%	25
2025 Q2	$72.6M	Buy	+1,098,482	New	+$58.3M	0.97%	30
2023 Q1	–	Sell	-271,000	Closed	-$22.3M	–	29
2022 Q4	$22.3M	Buy	+271,000	New	+$18M	1.65%	17
2018 Q1	–	Sell	-461,154	Closed	-$27.1M	–	25
2017 Q4	$27.1M	Buy	+461,154	New	+$25.6M	1.41%	27

Other funds holding AMBA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Jericho Capital Asset Management's AMBA Position: Q1 2026 in Review

Jericho Capital Asset Management sold out of Ambarella (AMBA) in Q1 2026, closing a stake of 1,587,081 shares — an estimated $112M sold.

Jericho Capital Asset Management first reported a position in AMBA in Q4 2017 and held it in 5 quarters. The position peaked at $112M in Q4 2025. 307 funds tracked by Wall St. Rank hold AMBA as of Q1 2026.

Jericho Capital Asset Management reported no remaining Ambarella position as of Q1 2026 after selling out during the quarter.
Jericho Capital Asset Management sold 1,587,081 Ambarella shares in Q1 2026, an estimated $112M.
Jericho Capital Asset Management first reported a position in Ambarella in Q4 2017 and held it in 5 quarters.
Jericho Capital Asset Management's Ambarella position peaked at $112M in Q4 2025.
307 funds tracked by Wall St. Rank held Ambarella as of Q1 2026.

Based on Jericho Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.