SEC 13F Intelligence

Westerly Capital Management, LLC / AMBA

Westerly Capital Management, LLC’s Ambarella Inc Position

Does Westerly Capital Management, LLC own Ambarella Inc (AMBA)? Yes — 130.0K shares worth $7M (+1.82% of its 13F portfolio) as of Q1 2026, up from 85.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
130.0K
% of Portfolio
+1.82%
Quarters Held
11
currently held

Position History AMBA

Reported value by quarter
Q1 ’22: $3MQ1 ’22Q2 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $9MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $363,700Q4 ’24Q2 ’25: $9MQ3 ’25: $4MQ3 ’25Q4 ’25: $6MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026130.0K$7M+1.82%
Q4 202585.0K$6M+1.32%
Q3 202545.0K$4M+1.16%
Q2 2025143.0K$9M+3.50%
Q4 20245.0K$363,700+0.17%
Q3 2024100.0K$6M+3.17%
Q2 202488.0K$5M+2.36%
Q1 2024175.0K$9M+3.37%
Q4 202335.0K$2M+1.06%
Q2 202325.0K$2M+1.10%
Q1 202225.0K$3M+1.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westerly Capital Management, LLC’s full portfolio or all institutional holders of AMBA.