What smart money is saying about Ambarella, Inc.
AMBA
No fund has written a full thesis on Ambarella, Inc. in our archive, but 1 fund letter reports a position in it, most recently Brown Advisory Small-Cap Growth Strategy in September 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Ambarella, Inc. on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- New positionBrown Advisory Small-Cap Growth StrategySeptember 2026
“We initiated a position in Ambarella (AMBA), believing that the stock was attractively priced in an environment where their tech is becoming structurally more important over the next few years.”
Ambarella, Inc.
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