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TwinBeech Capital’s Ambarella AMBA Stock Holding History

TwinBeech 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
Q2 		– Sell
-55,296
Closed -$2.78M – 625
2025
Q1 		$2.78M Buy
+55,296
New +$3.78M 0.05% 343
2024
Q4 		– Sell
-86,381
Closed -$4.87M – 596
2024
Q3 		$4.87M Buy
86,381
+37,983
+78% +$2.02M 0.09% 257
2024
Q2 		$2.61M Sell
48,398
-15,747
-25% -$782K 0.05% 304
2024
Q1 		$3.26M Sell
64,145
-38,197
-37% -$2.08M 0.07% 277
2023
Q4 		$6.27M Buy
+102,342
New +$5.59M 0.1% 241
2021
Q3 		– Sell
-11,204
Closed -$1.2M – 561
2021
Q2 		$1.2M Buy
+11,204
New +$1.11M 0.14% 193

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 $3.37T AUM 44.26% 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 40.91% 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

TwinBeech Capital's AMBA Position: Q2 2025 in Review

TwinBeech Capital sold out of Ambarella (AMBA) in Q2 2025, closing a stake of 55,296 shares — an estimated $2.78M sold.

TwinBeech Capital first reported a position in AMBA in Q2 2021 and held it in 6 quarters. The position peaked at $6.27M in Q4 2023. 304 funds tracked by Wall St. Rank hold AMBA as of Q2 2025.

  • TwinBeech Capital reported no remaining Ambarella position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 55,296 Ambarella shares in Q2 2025, an estimated $2.78M.
  • TwinBeech Capital first reported a position in Ambarella in Q2 2021 and held it in 6 quarters.
  • TwinBeech Capital's Ambarella position peaked at $6.27M in Q4 2023.
  • 304 funds tracked by Wall St. Rank held Ambarella as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.