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 Q2	$8.66M	Buy	100,935 +41,843	+71%	+$2.88M	0.66%	48
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 $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

Sora Investors's AMBA Position: Q2 2026 in Review

Sora Investors increased its Ambarella (AMBA) stake by 71% in Q2 2026, buying an estimated $2.88M and bringing the position to 100,935 shares worth $8.66M. The position accounts for 0.66% of the portfolio, ranked #48.

Sora Investors first reported a position in AMBA in Q2 2023 and has held it in 10 quarters since. The position peaked at $25.7M in Q4 2024. 341 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

Sora Investors held 100,935 shares of Ambarella worth $8.66M as of Q2 2026.
Sora Investors bought 41,843 Ambarella shares in Q2 2026, an estimated $2.88M.
Ambarella made up 0.66% of Sora Investors's portfolio in Q2 2026, its #48 holding.
Sora Investors first reported a position in Ambarella in Q2 2023 and has held it in 10 quarters since.
Sora Investors's Ambarella position peaked at $25.7M in Q4 2024.
341 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

Based on Sora Investors's 13F filing for Q2 2026, filed 14 Aug 2026.