Primecap Management
AMBA icon

Primecap Management’s Ambarella AMBA Stock Holding History

Primecap 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 		$1.64M Sell
19,100
-300
-2% -$20.6K ﹤0.01% 311
2026
Q1 		$999K Sell
19,400
-100
-0.5% -$6.24K ﹤0.01% 309
2025
Q4 		$1.38M Sell
19,500
-1,400
-7% -$113K ﹤0.01% 307
2025
Q3 		$1.72M Sell
20,900
-1,000
-5% -$72.6K ﹤0.01% 305
2025
Q2 		$1.45M Sell
21,900
-3,400
-13% -$180K ﹤0.01% 314
2025
Q1 		$1.27M Sell
25,300
-500
-2% -$34.2K ﹤0.01% 314
2024
Q4 		$1.88M Sell
25,800
-3,600
-12% -$229K ﹤0.01% 304
2024
Q3 		$1.66M Sell
29,400
-700
-2% -$37.2K ﹤0.01% 312
2024
Q2 		$1.62M Sell
30,100
-1,200
-4% -$59.6K ﹤0.01% 310
2024
Q1 		$1.59M Hold
31,300
– – ﹤0.01% 315
2023
Q4 		$1.92M Sell
31,300
-1,800
-5% -$98.3K ﹤0.01% 311
2023
Q3 		$1.76M Hold
33,100
– – ﹤0.01% 308
2023
Q2 		$2.77M Sell
33,100
-57,500
-63% -$4.21M ﹤0.01% 298
2023
Q1 		$7.01M Sell
90,600
-800
-0.9% -$68.5K 0.01% 269
2022
Q4 		$7.52M Sell
91,400
-22,300
-20% -$1.48M 0.01% 260
2022
Q3 		$6.39M Hold
113,700
– – 0.01% 266
2022
Q2 		$7.44M Sell
113,700
-21,900
-16% -$1.76M 0.01% 266
2022
Q1 		$14.2M Sell
135,600
-9,540
-7% -$1.22M 0.01% 246
2021
Q4 		$29.4M Sell
145,140
-29,760
-17% -$5.52M 0.02% 218
2021
Q3 		$27.2M Sell
174,900
-143,300
-45% -$16.5M 0.02% 223
2021
Q2 		$33.9M Buy
318,200
+22,200
+8% +$2.2M 0.02% 215
2021
Q1 		$29.7M Sell
296,000
-3,000
-1% -$327K 0.02% 219
2020
Q4 		$27.5M Buy
299,000
+120,600
+68% +$8.44M 0.02% 216
2020
Q3 		$9.31M Buy
+178,400
New +$8.63M 0.01% 242

Other funds holding AMBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
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

Primecap Management's AMBA Position: Q2 2026 in Review

Primecap Management reduced its Ambarella (AMBA) stake by 1.5% in Q2 2026, selling an estimated $20.6K and leaving 19,100 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Primecap Management first reported a position in AMBA in Q3 2020 and has held it in 24 quarters since. The position peaked at $33.9M in Q2 2021. 339 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

  • Primecap Management held 19,100 shares of Ambarella worth $1.64M as of Q2 2026.
  • Primecap Management sold 300 Ambarella shares in Q2 2026, an estimated $20.6K.
  • Ambarella made up ﹤0.01% of Primecap Management's portfolio in Q2 2026, its #311 holding.
  • Primecap Management first reported a position in Ambarella in Q3 2020 and has held it in 24 quarters since.
  • Primecap Management's Ambarella position peaked at $33.9M in Q2 2021.
  • 339 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

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