Millennium Management’s Ambarella AMBA Stock Holding History

Millennium 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	-5,300	Closed	-$375K	–	5665
2025 Q4	$375K	Sell	5,300 -7,600	-59%	-$614K	﹤0.01%	5124
2025 Q3	$1.06M	Sell	12,900 -4,400	-25%	-$320K	﹤0.01%	4579
2025 Q2	$1.14M	Sell	17,300 -4,000	-19%	-$212K	﹤0.01%	4309
2025 Q1	$1.07M	Buy	+21,300	New	+$1.46M	﹤0.01%	4288
2022 Q1	–	Sell	-10,000	Closed	-$2.03M	–	6855
2021 Q4	$2.03M	Buy	+10,000	New	+$1.85M	﹤0.01%	3771

Other funds holding AMBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Millennium Management's AMBA Position: Q1 2026 in Review

Millennium Management increased its Ambarella (AMBA) stake by 791% in Q1 2026, buying an estimated $83.7M and bringing the position to 1,512,539 shares worth $77.9M. The position accounts for 0.03% of the portfolio, ranked #571.

Millennium Management first reported a position in AMBA in Q3 2013 and has held it in 38 quarters since. The position peaked at $113M in Q1 2023. 305 funds tracked by Wall St. Rank hold AMBA as of Q1 2026.

Millennium Management held 1,512,539 shares of Ambarella worth $77.9M as of Q1 2026.
Millennium Management bought 1,342,687 Ambarella shares in Q1 2026, an estimated $83.7M.
Ambarella made up 0.03% of Millennium Management's portfolio in Q1 2026, its #571 holding.
Millennium Management first reported a position in Ambarella in Q3 2013 and has held it in 38 quarters since.
Millennium Management's Ambarella position peaked at $113M in Q1 2023.
305 funds tracked by Wall St. Rank held Ambarella as of Q1 2026.

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