Shannon River Fund Management’s Ambarella AMBA Stock Holding History

Shannon River Fund 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	$5.92M	Sell	114,940 -186,153	-62%	-$11.6M	1.13%	21
2025 Q4	$21.3M	Buy	+301,093	New	+$24.3M	3.35%	15
2022 Q4	–	Sell	-81,173	Closed	-$4.56M	–	31
2022 Q3	$4.56M	Sell	81,173 -59,483	-42%	-$4.41M	1.96%	15
2022 Q2	$9.21M	Buy	140,656 +67,870	+93%	+$5.47M	2.62%	15
2022 Q1	$7.64M	Sell	72,786 -47,774	-40%	-$6.09M	0.85%	28
2021 Q4	$24.5M	Sell	120,560 -91,997	-43%	-$17.1M	2.48%	17
2021 Q3	$33.1M	Sell	212,557 -54,926	-21%	-$6.31M	2.33%	17
2021 Q2	$28.5M	Buy	+267,483	New	+$26.5M	2.07%	18
2021 Q1	–	Sell	-128,324	Closed	-$11.8M	–	58
2020 Q4	$11.8M	Buy	+128,324	New	+$8.99M	1.11%	25
2017 Q2	–	Sell	-110,783	Closed	-$6.06M	–	32
2017 Q1	$6.06M	Buy	+110,783	New	+$5.98M	2.09%	17

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

Shannon River Fund Management's AMBA Position: Q1 2026 in Review

Shannon River Fund Management reduced its Ambarella (AMBA) stake by 62% in Q1 2026, selling an estimated $11.6M and leaving 114,940 shares worth $5.92M. The position accounts for 1.13% of the portfolio, ranked #21.

Shannon River Fund Management first reported a position in AMBA in Q1 2017 and has held it in 10 quarters since. The position peaked at $33.1M in Q3 2021. 305 funds tracked by Wall St. Rank hold AMBA as of Q1 2026.

Shannon River Fund Management held 114,940 shares of Ambarella worth $5.92M as of Q1 2026.
Shannon River Fund Management sold 186,153 Ambarella shares in Q1 2026, an estimated $11.6M.
Ambarella made up 1.13% of Shannon River Fund Management's portfolio in Q1 2026, its #21 holding.
Shannon River Fund Management first reported a position in Ambarella in Q1 2017 and has held it in 10 quarters since.
Shannon River Fund Management's Ambarella position peaked at $33.1M in Q3 2021.
305 funds tracked by Wall St. Rank held Ambarella as of Q1 2026.

Based on Shannon River Fund Management's 13F filing for Q1 2026, filed 14 May 2026.