Ambarella, Inc.
US ˙ NasdaqGS ˙ KYG037AX1015

SecurityAMBA / Ambarella, Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership430,249 shares
Latest Disclosed Value $ 22,147,067
Pinnacle Associates Ltd reports 19.77% increase in ownership of AMBA / Ambarella, Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 430,249 shares of Ambarella, Inc. (US:AMBA) valued at $22,147,067 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 359,222 shares of Ambarella, Inc.. This represents a change in shares of 19.77% during the quarter. The current value of the position is $31,752,376 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F AMBARELLA SHS G037AX101 430,249 71,027 19.77 22,147 -12.97 0.2839
2026-02-05 2025-12-31 13F AMBARELLA SHS G037AX101 359,222 -17,579 -4.67 25,447 -18.16 0.3214
2025-11-13 2025-09-30 13F AMBARELLA SHS G037AX101 376,801 -11,636 -3.00 31,094 21.16 0.4126
2025-08-04 2025-06-30 13F AMBARELLA SHS G037AX101 388,437 -107,657 -21.70 25,662 2.78 0.3715
2025-05-06 2025-03-31 13F AMBARELLA SHS G037AX101 496,094 -18,744 -3.64 24,968 -33.33 0.3659
2025-02-14 2024-12-31 13F AMBARELLA SHS G037AX101 514,838 139,651 37.22 37,449 62.86 0.5081
2024-10-25 2024-09-30 13F AMBARELLA SHS G037AX101 375,187 -110,651 -22.78 22,995 -12.27 0.3910
2024-07-30 2024-06-30 13F AMBARELLA SHS G037AX101 485,838 932 0.19 26,211 6.47 0.4104
2024-04-26 2024-03-31 13F AMBARELLA SHS G037AX101 484,906 109,719 29.24 24,619 7.06 0.3880
2024-01-19 2023-12-31 13F AMBARELLA SHS G037AX101 375,187 -1,876 -0.50 22,995 15.00 0.3869
2023-10-24 2023-09-30 13F AMBARELLA SHS G037AX101 377,063 -11,041 -2.84 19,996 -38.42 0.3717
2023-07-27 2023-06-30 13F AMBARELLA SHS G037AX101 388,104 31,301 8.77 32,473 17.55 0.5635
2023-05-05 2023-03-31 13F AMBARELLA SHS G037AX101 356,803 -5,716 -1.58 27,624 -7.33 0.5650
2023-02-01 2022-12-31 13F/A-1 AMBARELLA SHS G037AX101 362,519 -6,824 -1.85 29,810 43.66 0.6496
2023-01-25 2022-12-31 13F AMBARELLA SHS G037AX101 361,365 -7,978 26,148 0.0005
2022-11-01 2022-09-30 13F AMBARELLA SHS G037AX101 369,343 -9,097 -2.40 20,750 -16.24 0.4763
2022-08-02 2022-06-30 13F AMBARELLA SHS G037AX101 378,440 36,453 10.66 24,773 -30.96 0.5402
2022-05-05 2022-03-31 13F AMBARELLA SHS G037AX101 341,987 -11,925 -3.37 35,881 -50.03 0.6351
2022-02-02 2021-12-31 13F AMBARELLA SHS G037AX101 353,912 -70,192 -16.55 71,805 8.71 1.2386
2021-10-19 2021-09-30 13F AMBARELLA SHS G037AX101 424,104 -78,477 -15.61 66,050 23.25 1.2176
2021-08-02 2021-06-30 13F AMBARELLA SHS G037AX101 502,581 3,160 0.63 53,590 6.89 0.9689
2021-05-12 2021-03-31 13F AMBARELLA SHS G037AX101 499,421 -47,340 -8.66 50,137 -0.13 0.9561
2021-01-26 2020-12-31 13F AMBARELLA SHS G037AX101 546,761 -35,324 -6.07 50,204 65.29 1.0194
2020-10-23 2020-09-30 13F AMBARELLA SHS G037AX101 582,085 -16,445 -2.75 30,373 10.80 0.7214
2020-08-14 2020-06-30 13F AMBARELLA SHS G037AX101 598,530 -6,002 -0.99 27,413 -6.62 0.6760
2020-05-13 2020-03-31 13F AMBARELLA SHS G037AX101 604,532 -84,930 -12.32 29,356 -29.69 0.8918
2020-02-03 2019-12-31 13F AMBARELLA SHS G037AX101 689,462 31,153 4.73 41,754 0.94 0.9143
2019-11-08 2019-09-30 13F AMBARELLA SHS G037AX101 658,309 -32,500 -4.70 41,365 35.69 0.9744
2019-08-05 2019-06-30 13F AMBARELLA SHS G037AX101 690,809 -59,675 -7.95 30,485 -5.97 0.7138
2019-05-10 2019-03-31 13F AMBARELLA SHS G037AX101 750,484 26,735 3.69 32,421 28.06 0.7325
2019-02-05 2018-12-31 13F AMBARELLA SHS G037AX101 723,749 -50,458 -6.52 25,317 -15.46 0.6536
2018-11-09 2018-09-30 13F AMBARELLA SHS G037AX101 774,207 -179,118 -18.79 29,946 -18.64 0.6213
2018-08-08 2018-06-30 13F AMBARELLA SHS G037AX101 953,325 52,391 5.82 36,808 -16.61 0.7573
2018-05-11 2018-03-31 13F AMBARELLA SHS G037AX101 900,934 -40,005 -4.25 44,137 -20.16 0.8649
2018-02-12 2017-12-31 13F AMBARELLA SHS G037AX101 940,939 -73,550 -7.25 55,280 11.18 1.0621
2017-11-13 2017-09-30 13F AMBARELLA SHS G037AX101 1,014,489 359,417 54.87 49,720 56.33 0.9166
2017-08-09 2017-06-30 13F AMBARELLA SHS G037AX101 655,072 -24,120 -3.55 31,804 -14.41 0.6113
2017-05-09 2017-03-31 13F AMBARELLA SHS G037AX101 679,192 210,558 44.93 37,159 46.49 0.7096
2017-02-10 2016-12-31 13F AMBARELLA SHS G037AX101 468,634 -47,650 -9.23 25,367 -33.25 0.5118
2016-11-14 2016-09-30 13F AMBARELLA SHS G037AX101 516,284 -7,645 -1.46 38,004 42.76 0.7623
2016-08-15 2016-06-30 13F AMBARELLA SHS G037AX101 523,929 114,939 28.10 26,621 45.61 0.5737
2016-05-13 2016-03-31 13F AMBARELLA SHS G037AX101 408,990 386,465 1,715.72 18,282 1,355.57 0.3911
2016-02-11 2015-12-31 13F/A-1 AMBARELLA SHS G037AX101 22,525 18,860 514.60 1,256 492.45 0.0264
2016-02-09 2015-12-31 13F AMBARELLA SHS G037AX101 22,525 18,860 1,256 0.0268
2015-11-10 2015-09-30 13F AMBARELLA SHS G037AX101 3,665 -305 -7.68 212 -48.04 0.0047
2015-08-12 2015-06-30 13F AMBARELLA SHS G037AX101 3,970 -7,750 -66.13 408 -54.00 0.0076
2015-05-15 2015-03-31 13F Ambarella COM G037AX101 11,720 11,720 887 0.0166
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.