Ambarella, Inc.
US ˙ NasdaqGS ˙ KYG037AX1015

SecurityAMBA / Ambarella, Inc.
InstitutionBaillie Gifford & Co
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Baillie Gifford & Co closes position in AMBA / Ambarella, Inc.

On October 31, 2025 - Baillie Gifford & Co filed a 13F-HR form disclosing ownership of 0 shares of Ambarella, Inc. (US:AMBA) valued at $0 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 6, 2025 disclosing 259,380 shares of Ambarella, Inc.. The current value of the position is $0 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)
2025-10-31 2025-09-30 13F Ambarella SHS G037AX101 0 -100.00 0
2025-08-06 2025-06-30 13F Ambarella SHS G037AX101 259,380 -30,543 -10.53 17,136 17.44 0.0048
2025-05-07 2025-03-31 13F Ambarella SHS G037AX101 289,923 -39,277 -11.93 14,592 -39.07 0.0127
2025-01-31 2024-12-31 13F Ambarella SHS G037AX101 329,200 749 0.23 23,946 29.26 0.0184
2024-11-05 2024-09-30 13F Ambarella SHS G037AX101 328,451 2,215 0.68 18,526 5.26 0.0139
2024-07-25 2024-06-30 13F Ambarella SHS G037AX101 326,236 -176,643 -35.13 17,600 -31.06 0.0137
2024-05-01 2024-03-31 13F Ambarella SHS G037AX101 502,879 -15,401 -2.97 25,531 -19.63 0.0199
2024-01-26 2023-12-31 13F Ambarella SHS G037AX101 518,280 -66,032 -11.30 31,765 2.51 0.0252
2023-11-13 2023-09-30 13F Ambarella SHS G037AX101 584,312 -38,694 -6.21 30,986 -40.56 0.0283
2023-07-28 2023-06-30 13F Ambarella SHS G037AX101 623,006 -18,535 -2.89 52,127 4.95 0.0443
2023-05-03 2023-03-31 13F Ambarella SHS G037AX101 641,541 -2,934 -0.46 49,668 -6.28 0.0448
2023-03-10 2022-12-31 13F/A-1 Ambarella SHS G037AX101 644,475 53,936 9.13 52,995 59.74 0.0552
2023-01-24 2022-12-31 13F Ambarella SHS G037AX101 644,475 53,936 53 0.0205
2022-10-27 2022-09-30 13F Ambarella SHS G037AX101 590,539 -30,395 -4.90 33,176 -18.38 0.0342
2022-08-08 2022-06-30 13F Ambarella SHS G037AX101 620,934 55,960 9.90 40,646 -31.43 0.0417
2022-05-05 2022-03-31 13F Ambarella SHS G037AX101 564,974 -4,170 -0.73 59,277 -48.67 0.0416
2022-01-20 2021-12-31 13F Ambarella SHS G037AX101 569,144 -1,575 -0.28 115,474 29.92 0.0634
2021-10-19 2021-09-30 13F Ambarella SHS G037AX101 570,719 -4,516 -0.79 88,883 44.91 0.0465
2021-08-02 2021-06-30 13F Ambarella SHS G037AX101 575,235 -1,017 -0.18 61,338 6.03 0.0299
2021-05-06 2021-03-31 13F Ambarella SHS G037AX101 576,252 -1,141 -0.20 57,851 9.12 0.0324
2021-02-10 2020-12-31 13F Ambarella SHS G037AX101 577,393 76,394 15.25 53,016 102.81 0.0295
2020-11-12 2020-09-30 13F Ambarella SHS G037AX101 500,999 32,554 6.95 26,141 21.84 0.0180
2020-08-12 2020-06-30 13F Ambarella SHS G037AX101 468,445 50,635 12.12 21,455 5.75 0.0163
2020-05-08 2020-03-31 13F Ambarella SHS G037AX101 417,810 4,965 1.20 20,289 -18.85 0.0220
2020-02-10 2019-12-31 13F Ambarella SHS G037AX101 412,845 12,599 3.15 25,002 -0.58 0.0242
2019-11-07 2019-09-30 13F Ambarella SHS G037AX101 400,246 6,042 1.53 25,149 44.57 0.0286
2019-08-08 2019-06-30 13F Ambarella SHS G037AX101 394,204 -206 -0.05 17,396 2.10 0.0185
2019-05-01 2019-03-31 13F Ambarella SHS G037AX101 394,410 17,047 4.52 17,039 29.07 0.0186
2019-02-14 2018-12-31 13F Ambarella SHS G037AX101 377,363 10,715 2.92 13,201 -6.91 0.0171
2018-11-13 2018-09-30 13F Ambarella SHS G037AX101 366,648 39,801 12.18 14,181 12.37 0.0153
2018-07-17 2018-06-30 13F Ambarella SHS G037AX101 326,847 61,762 23.30 12,620 -2.82 0.0136
2018-05-10 2018-03-31 13F Ambarella SHS G037AX101 265,085 68,548 34.88 12,986 12.47 0.0152
2018-02-13 2017-12-31 13F Ambarella SHS G037AX101 196,537 19,538 11.04 11,546 33.11 0.0144
2017-10-20 2017-09-30 13F Ambarella SHS G037AX101 176,999 56,899 47.38 8,674 48.78 0.0110
2017-08-10 2017-06-30 13F Ambarella SHS G037AX101 120,100 31,000 34.79 5,830 19.59 0.0078
2017-05-12 2017-03-31 13F Ambarella SHS G037AX101 89,100 89,100 4,875 0.0071
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.