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Semanteon Capital Management’s Ambarella AMBA Stock Holding History

Semanteon 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
2025
Q2 		– Sell
-7,978
Closed -$402K – 104
2025
Q1 		$402K Buy
7,978
+2,669
+50% +$183K 0.22% 177
2024
Q4 		$386K Buy
+5,309
New +$338K 0.21% 175

Other funds holding AMBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Semanteon Capital Management's AMBA Position: Q2 2025 in Review

Semanteon Capital Management sold out of Ambarella (AMBA) in Q2 2025, closing a stake of 7,978 shares — an estimated $402K sold.

Semanteon Capital Management first reported a position in AMBA in Q4 2024 and held it in 2 quarters. The position peaked at $402K in Q1 2025. 304 funds tracked by Wall St. Rank hold AMBA as of Q2 2025.

  • Semanteon Capital Management reported no remaining Ambarella position as of Q2 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 7,978 Ambarella shares in Q2 2025, an estimated $402K.
  • Semanteon Capital Management first reported a position in Ambarella in Q4 2024 and held it in 2 quarters.
  • Semanteon Capital Management's Ambarella position peaked at $402K in Q1 2025.
  • 304 funds tracked by Wall St. Rank held Ambarella as of Q2 2025.

Based on Semanteon Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.