Cliff Asness's AMBA Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 495,815 shares of Ambarella, Inc. (AMBA) worth $25.52 M, representing 0.01% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in AMBA, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 259,968 shares. Largest reduction occurred in Q1 2014, reducing 74,622 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Ambarella (AMBA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ambarella (AMBA) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +259,968 | Add 110.23% | 495,815 | $51.48 |
| Q4 2025 | +5,462 | Add 2.37% | 235,847 | $70.84 |
| Q3 2025 | +5,388 | Add 2.39% | 230,385 | $82.52 |
| Q2 2025 | +140,126 | Add 165.10% | 224,997 | $66.06 |
| Q1 2025 | +47,414 | Add 126.58% | 84,871 | $50.33 |
| Q4 2024 | +18,382 | Add 96.37% | 37,457 | $72.74 |
| Q3 2024 | +14,483 | Add 315.40% | 19,075 | $56.40 |
| Q2 2024 | +4,592 | New Buy | 4,592 | $53.95 |
| Q1 2024 | -25,507 | Sold Out | 0 | $0.00 |
| Q4 2023 | +19,516 | Add 325.76% | 25,507 | $61.29 |
| Q3 2023 | -812 | Reduce 11.94% | 5,991 | $53.03 |
| Q2 2023 | +1,580 | Add 30.25% | 6,803 | $83.67 |
| Q1 2023 | +2,735 | Add 109.93% | 5,223 | $77.42 |
| Q4 2022 | +2,488 | New Buy | 2,488 | $82.23 |
| Q2 2022 | -29,703 | Sold Out | 0 | $0.00 |
| Q1 2022 | +5,703 | Add 23.76% | 29,703 | $104.91 |
| Q4 2021 | -1,843 | Reduce 7.13% | 24,000 | $202.88 |
| Q3 2021 | +9,909 | Add 62.19% | 25,843 | $155.75 |
| Q2 2021 | -194 | Reduce 1.20% | 15,934 | $106.63 |
| Q1 2021 | +5,966 | Add 58.71% | 16,128 | $100.38 |
| Q4 2020 | -4,737 | Reduce 31.79% | 10,162 | $91.81 |
| Q3 2020 | -26,883 | Reduce 64.34% | 14,899 | $52.15 |
| Q2 2020 | -6,811 | Reduce 14.02% | 41,782 | $45.81 |
| Q1 2020 | +7,982 | Add 19.65% | 48,593 | $48.57 |
| Q4 2019 | +18,582 | Add 84.35% | 40,611 | $60.55 |
| Q3 2019 | +22,029 | New Buy | 22,029 | $62.83 |
| Q2 2018 | -10,663 | Sold Out | 0 | $0.00 |
| Q1 2018 | +10,663 | New Buy | 10,663 | $48.95 |
| Q4 2017 | -24,784 | Sold Out | 0 | $0.00 |
| Q3 2017 | -20,789 | Reduce 45.62% | 24,784 | $49.02 |
| Q2 2017 | +16,253 | Add 55.43% | 45,573 | $48.56 |
| Q1 2017 | -9,835 | Reduce 25.12% | 29,320 | $54.71 |
| Q4 2016 | -468 | Reduce 1.18% | 39,155 | $54.12 |
| Q3 2016 | -14,348 | Reduce 26.58% | 39,623 | $73.62 |
| Q2 2016 | +9,349 | Add 20.95% | 53,971 | $50.81 |
| Q1 2016 | +8,605 | Add 23.89% | 44,622 | $44.71 |
| Q4 2015 | -17,718 | Reduce 32.97% | 36,017 | $55.75 |
| Q3 2015 | +6,919 | Add 14.78% | 53,735 | $57.78 |
| Q2 2015 | +20,576 | Add 78.41% | 46,816 | $102.70 |
| Q1 2015 | -4,482 | Reduce 14.59% | 26,240 | $75.72 |
| Q4 2014 | +30,722 | New Buy | 30,722 | $50.71 |
| Q1 2014 | -74,622 | Sold Out | 0 | $0.00 |
| Q4 2013 | +74,622 | New Buy | 74,622 | $33.93 |
Cliff Asness's Ambarella Investment FAQs
Cliff Asness first purchased Ambarella, Inc. (AMBA) in Q4 2013, acquiring 74,622 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Ambarella, Inc. (AMBA) for 43 quarters since Q4 2013.
Cliff Asness's largest addition to Ambarella, Inc. (AMBA) was in Q1 2026, adding 495,815 shares worth $25.52 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 495,815 shares of Ambarella, Inc. (AMBA), valued at approximately $25.52 M.
As of the Q1 2026 filing, Ambarella, Inc. (AMBA) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Ambarella, Inc. (AMBA) was 495,815 shares, as reported at the end of Q1 2026.