Guru Ownership Trend
Guru Analysis for Ambarella, Inc. (AMBA)
Ambarella, Inc. (AMBA), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $56.4 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $32.81 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 534.8%. Conversely, Mario Gabelli reduced exposure by 46.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Ambarella, Inc. (AMBA)
Major holders include Steven Cohen ($54.69 M), Cliff Asness ($16.71 M), Larry Robbins ($7.08 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.12 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $32.81 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited AMBA. The total reported sell value was $20.74 M.
Yes, 1 managers opened new positions in AMBA, and 2 increased their existing holdings. The total reported buy value was $53.55 M.