Which hedge funds own ARM? ARM HOLDINGS PLC, Q2 2026 13F holders
63 tracked hedge funds disclosed a position in ARM (ARM HOLDINGS PLC) in their Q2 2026 13F filings, worth $3.5bn in total. The largest holder by portfolio weight is Lansdowne Partners (UK) LLP at 15.6% of its book. 25 opened a new position this quarter: Maytree Asset Management Ltd, Ratan Capital Management LP, Ogborne Capital Management, LLC, KADENSA CAPITAL Ltd. 25 exited: CTC Alternative Strategies, Ltd., Analog Century Management LP, Hidden Lake Asset Management LP.
- 63
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 25
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 25
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $322m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $357m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $3.5bn
- Combined value Sum of the holders' reported positions in the security.
- 5.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| CTC Alternative Strategies, Ltd. | 5.3% | $2.3m |
| Analog Century Management LP | 5.0% | $105m |
| Hidden Lake Asset Management LP | 4.5% | $6.9m |
| Connective Capital Management, LLC | 3.6% | $4.3m |
| Talos Eurisko Asset Management LP | 3.1% | $18.3m |
| Incline Global Management LLC | 2.6% | $6.6m |
| Catalyst Funds Management Pty Ltd | 2.3% | $13.6m |
| Resolute Capital Asset Partners LLC | 2.2% | $4.2m |
| Nwi Management LP | 1.9% | $31.3m |
| Tairen Capital Ltd | 1.8% | $16.2m |
| Oribel Capital Management, LP | 1.1% | $6.9m |
| Quinn Opportunity Partners LLC | 0.9% | $17.5m |
| Nishkama Capital, LLC | 0.9% | $6.4m |
| Whale Rock Capital Management LLC | 0.9% | $68.4m |
| Fifth Lane Capital, LP | 0.6% | $529k |
| Lattice Capital Management, LLC | 0.5% | $310k |
| Caption Management, LLC | 0.4% | $7.6m |
| Concentric Capital Strategies, LP | 0.2% | $2.1m |
| Y-Intercept (Hong Kong) Ltd | 0.09% | $4.9m |
| Parallax Volatility Advisers, L.P. | 0.08% | $1.8m |
| Qube Research & Technologies Ltd | 0.04% | $25.4m |
| Boothbay Fund Management, LLC | 0.03% | $1.3m |
| Polar Asset Management Partners Inc. | 0.03% | $1.1m |
| Renaissance Technologies LLC | 0.0% | $2.6m |
| Point72 Asset Management, L.P. | 0.0% | $2.2m |
Ownership over time
Who discovered ARM first? Beta
The run: Q3 2023 → Q2 2026, +563%
| Seven Grand Managers, LLC high conviction | Q3 2023 | 10.8% | +12.2 pts |
| Ghisallo Capital Management LLC high conviction | Q3 2023 | 6.6% | +9.5 pts |
| FengHe Fund Management Pte. Ltd. high conviction | Q3 2023 | 4.7% | +6.5 pts |
| Telemark Asset Management, LLC | Q3 2023 | 2.4% | +4.4 pts |
| Diameter Capital Partners LP high conviction | Q3 2023 | 6.1% | +2.4 pts |
| Capstone Investment Advisors, LLC | Q4 2023 | 0.3% | +1.0 pts |
| Avala Global LP | Q3 2023 | 2.1% | +0.8 pts |
| Anatole Investment Management Ltd high conviction | Q4 2023 | – | – |
| Symmetry Peak Management LLC | Q4 2023 | – | – |
| Troluce Capital Advisors LLC | Q3 2023 | 2.9% | – |
| MYDA Advisors LLC | Q4 2023 | – | – |
| Element Capital Management LLC | Q3 2023 | 1.2% | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.