Portolan Capital Management’s Ambarella AMBA Stock Holding History

Portolan 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 Q1	$5.6M	Buy	108,749 +54,507	+100%	+$3.4M	0.3%	93
2025 Q4	$3.84M	Buy	+54,242	New	+$4.38M	0.21%	115
2022 Q1	–	Sell	-7,103	Closed	-$1.44M	–	138
2021 Q4	$1.44M	Buy	7,103 +340	+5%	+$63K	0.1%	118
2021 Q3	$1.05M	Sell	6,763 -3,752	-36%	-$431K	0.08%	127
2021 Q2	$1.12M	Sell	10,515 -23,850	-69%	-$2.36M	0.08%	118
2021 Q1	$3.45M	Sell	34,365 -104,178	-75%	-$11.3M	0.27%	116
2020 Q4	$12.7M	Buy	138,543 +18,308	+15%	+$1.28M	1.16%	25
2020 Q3	$6.27M	Buy	+120,235	New	+$5.81M	0.71%	59
2018 Q1	–	Sell	-110,229	Closed	-$6.48M	–	102
2017 Q4	$6.48M	Sell	110,229 -43,415	-28%	-$2.41M	0.71%	49
2017 Q3	$7.53M	Buy	+153,644	New	+$7.58M	0.9%	42

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

Millennium Management New York $240B AUM 35.51% 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

Portolan Capital Management's AMBA Position: Q1 2026 in Review

Portolan Capital Management increased its Ambarella (AMBA) stake by 100% in Q1 2026, buying an estimated $3.4M and bringing the position to 108,749 shares worth $5.6M. The position accounts for 0.3% of the portfolio, ranked #93.

Portolan Capital Management first reported a position in AMBA in Q3 2017 and has held it in 10 quarters since. The position peaked at $12.7M in Q4 2020. 305 funds tracked by Wall St. Rank hold AMBA as of Q1 2026.

Portolan Capital Management held 108,749 shares of Ambarella worth $5.6M as of Q1 2026.
Portolan Capital Management bought 54,507 Ambarella shares in Q1 2026, an estimated $3.4M.
Ambarella made up 0.3% of Portolan Capital Management's portfolio in Q1 2026, its #93 holding.
Portolan Capital Management first reported a position in Ambarella in Q3 2017 and has held it in 10 quarters since.
Portolan Capital Management's Ambarella position peaked at $12.7M in Q4 2020.
305 funds tracked by Wall St. Rank held Ambarella as of Q1 2026.

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