Granite Investment Partners, LLC AMBA — AMBARELLA INC

Ownership history in Granite Investment Partners, LLC  ·  31 quarters on record

AI Ownership Summary

Granite Investment Partners, LLC reported AMBARELLA INC (AMBA) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2024 Q2. The latest visible filing shows AMBA at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Granite Investment Partners, LLC's position in AMBARELLA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMBA was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMBA stock page Granite Investment Partners, LLC fund profile Granite Investment Partners, LLC full holdings
How Granite Investment Partners, LLC held AMBA — position size vs. price
% of Fund (quarterly)    AMBA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 44,240 +16,471 +59.3% 0.14% $2.3M 2026-04-30 $68.80
2025 Q4 REDUCED 29.7% -27.3% ✅ 27,769 -11,716 -29.7% 0.12% $2.0M 2026-02-12 $65.92
2025 Q3 REDUCED 11.3% -15.1% ✅ 39,485 -5,029 -11.3% 0.19% $3.3M 2025-11-10 $94.42
2025 Q2 REDUCED — — — 44,514 -593 -1.3% 0.14% $2.9M 2025-08-13 $69.24
2025 Q1 REDUCED 12.9% +31.3% ❌ 45,107 -6,670 -12.9% 0.12% $2.3M 2025-05-13 $60.66
2024 Q4 REDUCED 7.3% -30.8% ✅ 51,777 -4,063 -7.3% 0.16% $3.8M 2025-02-13 $76.35
2024 Q3 REDUCED 42.7% +27.1% ❌ 55,840 -41,615 -42.7% 0.13% $3.1M 2024-11-12 $59.71
2024 Q2 ADDED — — — 97,455 +25,198 +34.9% 0.22% $5.3M 2024-08-12 $43.36
2024 Q1 ADDED — — — 72,257 +18,165 +33.6% 0.14% $3.7M 2024-05-13 $45.97
2023 Q4 REDUCED — — — 54,092 -208 -0.4% 0.13% $3.3M 2024-02-14 $54.26
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMBA

As of 2026 Q1 — sorted by position size

FIFTHDELTA Ltd 3Y 3.88% WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 1.82% SWS Partners 3Y 7Y 1.16% Shannon River Fund Management LLC 3Y 7Y 1.13% Freemont Management S.A. 3Y 1.06% Samjo Management, LLC 0.93% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.67% Collar Capital Management, LLC 0.62% NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.58% HAWK RIDGE CAPITAL MANAGEMENT LP 3Y 7Y 0.52%

FAQ About Granite Investment Partners, LLC and AMBA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Granite Investment Partners, LLC reported owning AMBA?

Granite Investment Partners, LLC reported AMBA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMBA position in Granite Investment Partners, LLC's portfolio?

The largest reported portfolio weight for AMBA was 0.22% in 2024 Q2.

What is the latest reported AMBA position on this page?

The most recent filing on this page is 2026 Q1, when Granite Investment Partners, LLC reported 44,240 shares, equal to 0.14% of portfolio, with an estimated market value of $2.3M.

What does the chart on this AMBA ownership page compare?

The chart compares Granite Investment Partners, LLC's quarterly AMBA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Granite Investment Partners, LLC time their AMBA position?

Based on 13F filing dates vs. subsequent AMBA price moves, Granite Investment Partners, LLC correctly timed 18 out of 30 reported position changes (60%). The annualised alpha on AMBA relative to SPY over the holding period was -5.5%.

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