Potrero Capital Research’s Ambarella AMBA Stock Holding History

Potrero Capital Research’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	$7.43M	Buy	+86,595	New	+$5.96M	4.13%	8
2026 Q1	–	Sell	-148,537	Closed	-$10.5M	–	32
2025 Q4	$10.5M	Buy	148,537 +43,164	+41%	+$3.49M	3.54%	12
2025 Q3	$8.7M	Sell	105,373 -44,627	-30%	-$3.24M	1%	20
2025 Q2	$9.91M	Buy	+150,000	New	+$7.95M	2.4%	12
2022 Q1	–	Sell	-57,437	Closed	-$11.7M	–	62
2021 Q4	$11.7M	Hold	57,437	–	–	3.48%	13
2021 Q3	$8.95M	Hold	57,437	–	–	2.09%	17
2021 Q2	$6.13M	Buy	57,437 +20,836	+57%	+$2.06M	1.47%	23
2021 Q1	$3.67M	Hold	36,601	–	–	0.88%	39
2020 Q4	$3.36M	Buy	36,601 +31,490	+616%	+$2.2M	0.43%	42
2020 Q3	$267K	Buy	+5,111	New	+$247K	0.09%	51
2020 Q2	–	Sell	-56,323	Closed	-$2.73M	–	46
2020 Q1	$2.73M	Sell	56,323 -30,109	-35%	-$1.73M	1.93%	21
2019 Q4	$5.23M	Sell	86,432 -31,612	-27%	-$1.75M	2.88%	18
2019 Q3	$7.42M	Sell	118,044 -108,080	-48%	-$5.61M	4.26%	5
2019 Q2	$9.98M	Hold	226,124	–	–	5.71%	3
2019 Q1	$9.77M	Sell	226,124 -73,603	-25%	-$2.91M	6.05%	2
2018 Q4	$10.5M	Hold	299,727	–	–	7.35%	1
2018 Q3	$11.6M	Buy	+299,727	New	+$11.6M	7.49%	2

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

Potrero Capital Research's AMBA Position: Q2 2026 in Review

Potrero Capital Research opened a new position in Ambarella (AMBA) in Q2 2026: 86,595 shares worth $7.43M. The stake represents 4.13% of the portfolio and ranks #8 among its holdings. This is a return to the name: Potrero Capital Research previously reported a position in AMBA as recently as Q4 2025.

Potrero Capital Research first reported a position in AMBA in Q3 2018 and has held it in 17 quarters since. The position peaked at $11.7M in Q4 2021. 341 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

Potrero Capital Research held 86,595 shares of Ambarella worth $7.43M as of Q2 2026.
Ambarella was a new Potrero Capital Research position in Q2 2026.
Ambarella made up 4.13% of Potrero Capital Research's portfolio in Q2 2026, its #8 holding.
Potrero Capital Research first reported a position in Ambarella in Q3 2018 and has held it in 17 quarters since.
Potrero Capital Research's Ambarella position peaked at $11.7M in Q4 2021.
341 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

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