Exchange Traded Concepts Boosts Ambarella Stake by 30%

Semiconductor firm's shares purchased by investment management firm in Q4 2025

Mar. 28, 2026 at 8:36am

Exchange Traded Concepts LLC increased its holdings in shares of semiconductor company Ambarella, Inc. (NASDAQ:AMBA) by 30.1% during the fourth quarter of 2025, according to the firm's latest 13F filing with the Securities and Exchange Commission. The fund now owns 353,101 shares of Ambarella's stock, valued at $25 million.

Why it matters

Ambarella is a key player in the semiconductor industry, providing video compression, image processing, and computer vision technologies for a variety of embedded applications. This investment by Exchange Traded Concepts suggests confidence in Ambarella's long-term growth prospects and the firm's ability to capitalize on trends in areas like security, automotive, and robotics.

The details

According to the 13F filing, Exchange Traded Concepts added 81,668 shares of Ambarella to its portfolio during the fourth quarter, bringing its total ownership to 0.82% of the semiconductor company's outstanding stock. This purchase comes as Ambarella has seen its share price fluctuate in recent months amid broader market volatility, closing at $50.47 on the latest trading day.

  • Exchange Traded Concepts filed its 13F report for Q4 2025 on March 28, 2026.
  • The fund increased its Ambarella holdings during the three-month period ending December 31, 2025.

The players

Exchange Traded Concepts LLC

An investment management firm that increased its stake in semiconductor company Ambarella, Inc. by 30.1% in Q4 2025.

Ambarella, Inc.

A global semiconductor company specializing in video compression, image processing, and computer vision technologies for embedded applications in markets like security, automotive, and robotics.

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The takeaway

This investment by Exchange Traded Concepts underscores the firm's confidence in Ambarella's ability to capitalize on growth opportunities in key markets like security, automotive, and robotics through its specialized semiconductor technologies.