Sora Investors’s Ambarella AMBA Stock Holding History

Sora Investors’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	$3.04M	Sell	59,092 -103,641	-64%	-$6.46M	0.28%	67
2025 Q4	$11.5M	Buy	162,733 +10,366	+7%	+$838K	0.99%	44
2025 Q3	$12.6M	Buy	152,367 +76,459	+101%	+$5.55M	1.16%	34
2025 Q2	$5.01M	Sell	75,908 -44,772	-37%	-$2.37M	0.45%	63
2025 Q1	$6.07M	Sell	120,680 -232,692	-66%	-$15.9M	0.74%	54
2024 Q4	$25.7M	Buy	353,372 +168,372	+91%	+$10.7M	2.85%	10
2024 Q3	$10.4M	Buy	185,000 +30,000	+19%	+$1.6M	1.82%	23
2024 Q2	$8.36M	Buy	+155,000	New	+$7.7M	1.54%	25
2023 Q3	–	Sell	-85,000	Closed	-$7.11M	–	50
2023 Q2	$7.11M	Buy	+85,000	New	+$6.22M	3.13%	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

Sora Investors's AMBA Position: Q1 2026 in Review

Sora Investors reduced its Ambarella (AMBA) stake by 64% in Q1 2026, selling an estimated $6.46M and leaving 59,092 shares worth $3.04M. The position accounts for 0.28% of the portfolio, ranked #67.

Sora Investors first reported a position in AMBA in Q2 2023 and has held it in 9 quarters since. The position peaked at $25.7M in Q4 2024. 305 funds tracked by Wall St. Rank hold AMBA as of Q1 2026.

Sora Investors held 59,092 shares of Ambarella worth $3.04M as of Q1 2026.
Sora Investors sold 103,641 Ambarella shares in Q1 2026, an estimated $6.46M.
Ambarella made up 0.28% of Sora Investors's portfolio in Q1 2026, its #67 holding.
Sora Investors first reported a position in Ambarella in Q2 2023 and has held it in 9 quarters since.
Sora Investors's Ambarella position peaked at $25.7M in Q4 2024.
305 funds tracked by Wall St. Rank held Ambarella as of Q1 2026.

Based on Sora Investors's 13F filing for Q1 2026, filed 15 May 2026.