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Which hedge funds own AMBA? AMBARELLA INC, Q2 2026 13F holders

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34 tracked hedge funds disclosed a position in AMBA (AMBARELLA INC) in their Q2 2026 13F filings, worth $210.5m in total. The largest holder by portfolio weight is Potrero Capital Research LLC at 4.6% of its book. 13 opened a new position this quarter: Potrero Capital Research LLC, Arosa Capital Management LP, ACT Capital Management, LLC, Apis Capital Advisors, LLC. 18 exited: FIFTHDELTA Ltd, Shannon River Fund Management LLC, Hawk Ridge Capital Management LP.

34
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
13
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
18
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$27.2m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$152m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$210m
Combined value
Sum of the holders' reported positions in the security.
2.7%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

34 rows
Potrero Capital Research LLC Hedge fund4.6%$7.4m86,595–new
Arosa Capital Management LP Hedge fund2.6%$3.0m35,000–new
Westerly Capital Management, LLC Hedge fund1.3%$6.9m80,000−38%reduced
ACT Capital Management, LLC Hedge fund0.9%$1.4m16,000–new
Apis Capital Advisors, LLC Hedge fund0.7%$7.6m88,000–new
ArrowMark Colorado Holdings LLC Hedge fund0.3%$7.6m89,0000.0%held
Hillsdale Investment Management Inc. Hedge fund0.2%$10.0m116,280+8.7%added
Greenland Capital Management LP Hedge fund0.08%$433k5,051–new
Y-Intercept (Hong Kong) Ltd Hedge fund0.07%$3.7m42,746−0.7%reduced
Gsa Capital Partners LLP Hedge fund0.07%$1.1m13,211−34%reduced
Campbell & CO Investment Adviser LLC Hedge fund0.07%$1.3m15,054–new
Lighthouse Investment Partners, LLC Hedge fund0.06%$2.0m23,433–new
Squarepoint Ops LLC Hedge fund0.06%$30.8m358,889−22%reduced
Caption Management, LLC Hedge fund0.05%$1.5m18,000–new
D. E. Shaw & Co., Inc. Hedge fund0.03%$44.2m515,084+110%added
Point72 Asset Management, L.P. Hedge fund0.02%$10.1m117,943−77%reduced
AQR Capital Management LLC Hedge fund0.01%$42.5m495,5830.0%held
Brevan Howard Capital Management LP Hedge fund0.01%$993k11,571−62%reduced
Capital Fund Management S.A. Hedge fund0.01%$1.8m21,407–new
Renaissance Technologies LLC Hedge fund0.01%$9.5m110,300−45%reduced
Readystate Asset Management LP Hedge fund0.01%$307k3,579–new
Boothbay Fund Management, LLC Hedge fund0.01%$557k6,487−56%reduced
Graham Capital Management, L.P. Hedge fund0.01%$387k4,510−16%reduced
Holocene Advisors, LP Hedge fund0.01%$4.5m51,883+46%added
Centiva Capital, LP Hedge fund0.01%$215k2,500–new
Qube Research & Technologies Ltd Hedge fund0.01%$5.2m61,095+347%added
Capstone Investment Advisors, LLC Hedge fund0.0%$556k6,480+34%added
Engineers Gate Manager LP Hedge fund0.0%$260k3,030−97%reduced
Millennium Management LLC Hedge fund0.0%$3.5m41,318−97%reduced
Walleye Capital LLC Hedge fund0.0%$434k5,061−98%reduced
First Manhattan Long-only investor0.0%$236k2,745–new
Quarry LP Hedge fund0.0%$3.8k44–new
Two Sigma Investments, LP Hedge fund0.0%$469k5,470−57%reduced
CVA Family Office, LLC Family office0.0%$944110.0%held