Ambarella, Inc. (AMBA): A Bull Case Theory
We came across a bullish thesis on Ambarella, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on AMBA.
Ambarella Inc (AMBA)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Jericho Capital Asset Management Josh Resnick | 1,213,347 | $100,125,395 | +11% | 1.04% |
| 2. | 588,800 | $48,587,776 | +325% | 0.01% | |
| 3. | Squarepoint Ops LLC Maxime Fortin (Cio) | 586,972 | $48,436,929 | +6% | 0.05% |
| 4. | Citadel Investment Group Ken Griffin | 454,988 | $37,545,610 | -52% | 0.01% |
| 5. | Driehaus Capital Richard Driehaus | 381,131 | $31,450,930 | 0.23% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $88.60 | 11,455 | $1,014,855.73 | 11,455 | 2022-03-07 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $72.96 | 3,791 | $276,591.36 | 102,738 | 2025-12-18 | Filing | |
| $71.82 | 2,579 | $185,223.78 | 106,529 | 2025-12-17 | Filing | |
| $71.82 | 2,406 | $172,798.92 | 124,566 | 2025-12-17 | Filing | |
| $71.82 | 1,342 | $96,382.44 | 157,532 | 2025-12-17 | Filing | |
| $71.82 | 4,950 | $355,509.00 | 783,979 | 2025-12-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,168,636 | $426,515,843 | 0.01% | |
| 2. | 3,922,242 | $323,663,420 | 0.01% | |
| 3. | 1,680,855 | $138,704,155 | 0% | |
| 4. | 1,107,673 | $91,405,159 | 0.31% | |
| 5. | 985,017 | $81,295,208 | 0.01% |
News See All
Ambarella, Inc. (NASDAQ:AMBA) Q3 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Ambarella's Third Quarter Fiscal Year 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.
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