Polymer Capital Management’s Ambarella AMBA Stock Holding History

Polymer 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
2026 Q2	$1.75M	Buy	+20,355	New	+$1.4M	0.23%	94
2025 Q4	–	Sell	-3,010	Closed	-$248K	–	754
2025 Q3	$248K	Sell	3,010 -3,578	-54%	-$260K	0.03%	661
2025 Q2	$435K	Sell	6,588 -1,710	-21%	-$90.7K	0.05%	302
2025 Q1	$418K	Buy	8,298 +4,948	+148%	+$339K	0.11%	266
2024 Q4	$244K	Buy	+3,350	New	+$213K	0.07%	215

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

Polymer Capital Management's AMBA Position: Q2 2026 in Review

Polymer Capital Management opened a new position in Ambarella (AMBA) in Q2 2026: 20,355 shares worth $1.75M. The stake represents 0.23% of the portfolio and ranks #94 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in AMBA as recently as Q3 2025.

Polymer Capital Management first reported a position in AMBA in Q4 2024 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

Polymer Capital Management held 20,355 shares of Ambarella worth $1.75M as of Q2 2026.
Ambarella was a new Polymer Capital Management position in Q2 2026.
Ambarella made up 0.23% of Polymer Capital Management's portfolio in Q2 2026, its #94 holding.
Polymer Capital Management first reported a position in Ambarella in Q4 2024 and has held it in 5 quarters since.
342 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

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