Ambarella, Inc.
US ˙ NasdaqGS ˙ KYG037AX1015

SecurityAMBA / Ambarella, Inc.
InstitutionWhite Pine Capital Llc
Latest Disclosed Ownership11,335 shares
Latest Disclosed Value $ 583,469
White Pine Capital Llc reports 18.76% decrease in ownership of AMBA / Ambarella, Inc.

On May 11, 2026 - White Pine Capital Llc filed a 13F-HR form disclosing ownership of 11,335 shares of Ambarella, Inc. (US:AMBA) valued at $583,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 13,952 shares of Ambarella, Inc.. This represents a change in shares of -18.76% during the quarter. The current value of the position is $816,687 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)
2026-05-11 2026-03-31 13F AMBARELLA COM G037AX101 11,335 -2,617 -18.76 583 -40.99 0.1643
2026-02-09 2025-12-31 13F AMBARELLA COM G037AX101 13,952 -297 -2.08 988 -15.91 0.2719
2025-11-10 2025-09-30 13F AMBARELLA COM G037AX101 14,249 -496 -3.36 1,176 20.64 0.3367
2025-08-12 2025-06-30 13F AMBARELLA COM G037AX101 14,745 903 6.52 974 39.94 0.3092
2025-05-13 2025-03-31 13F AMBARELLA COM G037AX101 13,842 -143 -1.02 697 -31.56 0.2414
2025-01-30 2024-12-31 13F AMBARELLA COM G037AX101 13,985 -41 -0.29 1,017 28.57 0.3427
2024-11-12 2024-09-30 13F AMBARELLA COM G037AX101 14,026 4,204 42.80 791 49.53 0.2703
2024-08-13 2024-06-30 13F AMBARELLA COM G037AX101 9,822 -438 -4.27 530 12.31 0.2008
2024-05-13 2024-03-31 13F AMBARELLA COM G037AX101 10,260 2,708 35.86 472 1.95 0.1794
2024-02-05 2023-12-31 13F AMBARELLA COM G037AX101 7,552 234 3.20 463 19.07 0.1784
2023-11-09 2023-09-30 13F AMBARELLA COM G037AX101 7,318 -289 -3.80 388 -38.99 0.1557
2023-08-08 2023-06-30 13F AMBARELLA COM G037AX101 7,607 63 0.84 636 8.90 0.2375
2023-05-09 2023-03-31 13F AMBARELLA COM G037AX101 7,544 -125 -1.63 584 -7.30 0.2269
2023-02-16 2022-12-31 13F/A-1 AMBARELLA COM G037AX101 7,669 107 1.41 631 48.24 0.2461
2023-02-10 2022-12-31 13F AMBARELLA COM G037AX101 7,669 107 631 0.2461
2022-11-08 2022-09-30 13F AMBARELLA COM G037AX101 7,562 650 9.40 425 -5.97 0.1769
2022-08-16 2022-06-30 13F AMBARELLA COM G037AX101 6,912 -129 -1.83 452 -38.84 0.1771
2022-05-12 2022-03-31 13F AMBARELLA COM G037AX101 7,041 88 1.27 739 -47.63 0.2289
2022-02-11 2021-12-31 13F AMBARELLA COM G037AX101 6,953 93 1.36 1,411 32.12 0.4169
2021-11-10 2021-09-30 13F AMBARELLA COM G037AX101 6,860 -29 -0.42 1,068 57.52 0.3280
2021-08-12 2021-06-30 13F AMBARELLA COM G037AX101 6,889 -258 -3.61 678 -5.44 0.2019
2021-05-12 2021-03-31 13F AMBARELLA COM G037AX101 7,147 -35 -0.49 717 8.80 0.2277
2021-02-16 2020-12-31 13F AMBARELLA COM G037AX101 7,182 -577 -7.44 659 62.72 0.2331
2020-11-16 2020-09-30 13F AMBARELLA COM G037AX101 7,759 16 0.21 405 14.08 0.1648
2020-08-12 2020-06-30 13F AMBARELLA COM G037AX101 7,743 3,329 75.42 355 65.89 0.1505
2020-05-13 2020-03-31 13F AMBARELLA COM G037AX101 4,414 -151 -3.31 214 -22.46 0.1086
2020-02-12 2019-12-31 13F AMBARELLA COM G037AX101 4,565 -7,275 -61.44 276 -62.90 0.1077
2019-11-14 2019-09-30 13F AMBARELLA COM G037AX101 11,840 -125 -1.04 744 40.91 0.2782
2019-08-14 2019-06-30 13F AMBARELLA COM G037AX101 11,965 -9,685 -44.73 528 -43.53 0.1971
2019-05-13 2019-03-31 13F AMBARELLA COM G037AX101 21,650 -95 -0.44 935 22.86 0.3442
2019-05-10 2018-12-31 13F/A-1 AMBARELLA COM G037AX101 21,745 6,455 42.22 761 28.76 0.3132
2019-02-13 2018-12-31 13F AMBARELLA COM G037AX101 21,745 6,455 761
2019-05-10 2018-09-30 13F/A-1 AMBARELLA COM G037AX101 15,290 -1,060 -6.48 591 -6.34 0.2086
2018-11-13 2018-09-30 13F AMBARELLA COM G037AX101 15,290 -1,060 591
2019-05-10 2018-06-30 13F/A-1 AMBARELLA COM G037AX101 16,350 -1,100 -6.30 631 -26.20 0.2253
2018-08-14 2018-06-30 13F AMBARELLA COM G037AX101 16,350 -1,100 631
2019-05-10 2018-03-31 13F/A-1 AMBARELLA COM G037AX101 17,450 -400 -2.24 855 -18.49 0.3149
2018-05-14 2018-03-31 13F AMBARELLA COM G037AX101 17,450 -400 855
2018-02-13 2017-12-31 13F AMBARELLA COM G037AX101 17,850 0 0.00 1,049 19.89 0.3833
2017-11-13 2017-09-30 13F AMBARELLA COM G037AX101 17,850 -745 -4.01 875 -3.10 0.0022
2017-08-10 2017-06-30 13F AMBARELLA COM G037AX101 18,595 -325 -1.72 903 -12.75 0.3562
2017-05-15 2017-03-31 13F AMBARELLA COM G037AX101 18,920 11,125 142.72 1,035 145.26 0.4208
2017-02-13 2016-12-31 13F AMBARELLA COM G037AX101 7,795 0 0.00 422 -26.48 0.1789
2016-11-10 2016-09-30 13F AMBARELLA COM G037AX101 7,795 -1,400 -15.23 574 22.91 0.2447
2016-08-12 2016-06-30 13F AMBARELLA COM G037AX101 9,195 0 0.00 467 13.63 0.1965
2016-05-11 2016-03-31 13F AMBARELLA COM G037AX101 9,195 -245 -2.60 411 -21.86 0.1759
2016-02-11 2015-12-31 13F AMBARELLA COM G037AX101 9,440 2,550 37.01 526 32.16 0.2329
2015-11-12 2015-09-30 13F AMBARELLA COM G037AX101 6,890 -3,800 -35.55 398 -63.75 0.1847
2015-08-13 2015-06-30 13F AMBARELLA COM G037AX101 10,690 -25 -0.23 1,098 35.39 0.4703
2015-05-13 2015-03-31 13F AMBARELLA COM G037AX101 10,715 -3,310 -23.60 811 14.06 0.3288
2015-02-13 2014-12-31 13F AMBARELLA COM G037AX101 14,025 -6,125 -30.40 711 -19.20 0.2395
2014-11-13 2014-09-30 13F AMBARELLA COM G037AX101 20,150 3,800 23.24 880 72.55 0.2999
2014-09-17 2014-06-30 13F/A-1 AMBARELLA COM G037AX101 16,350 7,550 85.80 510 117.02 0.1761
2014-08-12 2014-06-30 13F AMBARELLA COM G037AX101 16,350 510
2014-09-17 2014-03-31 13F/A-1 AMBARELLA COM G037AX101 8,800 -6,400 -42.11 235 -54.37 0.0804
2014-05-14 2014-03-31 13F AMBARELLA COM G037AX101 8,800 235
2014-09-17 2013-12-31 13F/A-1 AMBARELLA COM G037AX101 15,200 -500 -3.18 515 68.30 0.1809
2014-02-13 2013-12-31 13F AMBARELLA COM G037AX101 15,200 515
2014-09-17 2013-09-30 13F/A-1 AMBARELLA COM G037AX101 15,700 0 0.00 306 15.91 0.1054
2013-11-12 2013-09-30 13F AMBARELLA COM G037AX101 15,700 306
2013-08-16 2013-06-30 13F/A-1 AMBARELLA COM G037AX101 15,700 0 264 0.1008
2014-09-17 2013-06-30 13F/A-2 AMBARELLA COM G037AX101 15,700 15,700 264 0.0916
2013-08-12 2013-06-30 13F AMBARELLA COM G037AX101 15,700 264 0.1010
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.