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Tairen Capital’s Ambarella AMBA Stock Holding History

Tairen Capital’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
Q3 		– Sell
-146,000
Closed -$9.65M – 68
2025
Q2 		$9.65M Sell
146,000
-237,120
-62% -$12.6M 0.99% 36
2025
Q1 		$19.3M Buy
+383,120
New +$26.2M 1.27% 25
2022
Q1 		– Sell
-1,000
Closed -$203K – 41
2021
Q4 		$203K Buy
+1,000
New +$185K 0.03% 48

Other funds holding AMBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Tairen Capital's AMBA Position: Q3 2025 in Review

Tairen Capital sold out of Ambarella (AMBA) in Q3 2025, closing a stake of 146,000 shares — an estimated $9.65M sold.

Tairen Capital first reported a position in AMBA in Q4 2021 and held it in 3 quarters. The position peaked at $19.3M in Q1 2025. 329 funds tracked by Wall St. Rank hold AMBA as of Q3 2025.

  • Tairen Capital reported no remaining Ambarella position as of Q3 2025 after selling out during the quarter.
  • Tairen Capital sold 146,000 Ambarella shares in Q3 2025, an estimated $9.65M.
  • Tairen Capital first reported a position in Ambarella in Q4 2021 and held it in 3 quarters.
  • Tairen Capital's Ambarella position peaked at $19.3M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Ambarella as of Q3 2025.

Based on Tairen Capital's 13F filing for Q3 2025, filed 13 Nov 2025.