AMBA

AMBA

AMBA

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2026 Q2 Jul 21, 2026 Mairs & Power – Small Cap Fund 20.8% 25.3% AIR, AMBA, APG, BSY, CGNX, CVRX, ENTG, EXAS, HWKN, IDA, JBTM, LFUS, MGEE, MGPI, PATK, PLXS, RDNT, SFM, THRM, WK AI, earnings, inflation, Market Broadening, productivity, semiconductors, small caps, Valuations
2026 Q1 Apr 29, 2026 Mairs & Power – Small Cap Fund 3.8% 3.8% AMBA, APG, CGNX, ENTG, HUBG, HWKN, PLXS, RDNT, SFM, WK Automation, earnings, energy, inflation, Middle East, semiconductors, small cap, Valuations SFM
HWKN
APG
AMBA
CGNX
PLXS
ENTG

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2026 Fund Letters Mairs & Power - Small Cap Fund Ambarella, Inc. Semiconductor Equipment & Materials Semiconductors & Semiconductor Equipment Bull NASDAQ automotive technology, Computer Vision, Internet of Things, robotics, semiconductors
Jan 8, 2026 Seeking Alpha Seeking Alpha Ambarella, Inc. Semiconductors Semiconductors Neutral NASDAQ Stock Market Ambarella, Asia Pacific market, Drones, Edge AI, IoT, profitability, R&D investment, robotics, sales growth, semiconductors
Jan 8, 2026 Seeking Alpha Seeking Alpha Ambarella, Inc. Semiconductors Semiconductors Neutral NASDAQ Stock Market cyclical revenue, Drones, Edge AI, government contracts, IoT, market share, profitability, R&D investment, robotics, semiconductors

BSD Shareholders of AMBA

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: