Arm Holdings PLC
ARM- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0001973239
近 90 天，Arm Holdings PLC 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 961 家機構在 13F 申報持有，市值合計 $350.1 億；Altimeter 資本、杜肯家族辦公室等 3 位大師持有。
2024 年第 2 季 13F 持有人
Arm Holdings PLC 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 568
- 較 2024 年第 1 季 +162 家
- 持有股數
- 6,083 萬
- 較 2024 年第 1 季 −19.8 萬 (−0.3%)
- 總市值
- $99.5 億
- 較 2024 年第 1 季 +$23.3 億 (+30.5%)
- 新進機構
- 220
- 另有 197 家加碼
- 清倉機構
- 58
- 另有 95 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ARM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 961 | $350.1 億 |
| 2026 年第 1 季 | 745 | $138.6 億 |
| 2025 年第 4 季 | 654 | $91.0 億 |
| 2025 年第 3 季 | 659 | $108.1 億 |
| 2025 年第 2 季 | 669 | $132.2 億 |
| 2025 年第 1 季 | 636 | $81.1 億 |
| 2024 年第 4 季 | 641 | $79.4 億 |
| 2024 年第 3 季 | 615 | $87.7 億 |
| 2024 年第 2 季 | 568 | $100.9 億 |
| 2024 年第 1 季 | 410 | $80.0 億 |
| 2023 年第 4 季 | 272 | $59.3 億 |
| 2023 年第 3 季 | 210 | $40.1 億 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2024 年第 2 季持有機構
每家機構持有 Arm Holdings PLC 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 5,970,102 | $9.77 億 | 0.09% | +5,391,107+931.1% | 加碼 |
| Goldman Sachs Group Inc | 4,348,183 | $7.11 億 | 0.14% | +2,261,062+108.3% | 加碼 |
| Schroder Investment Management Group | 3,343,592 | $5.47 億 | 0.60% | +98,573+3.0% | 加碼 |
| Artisan Partners Limited Partnership | 2,411,610 | $3.95 億 | 0.60% | +2,411,610 | 新進 |
| FMR LLC | 2,271,287 | $3.72 億 | 0.02% | −1,548,244−40.5% | 減碼 |
| BlackRock Inc. | 2,268,826 | $3.71 億 | 0.01% | +177,472+8.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,082,115 | $3.41 億 | 0.48% | −297,724−12.5% | 減碼 |
| Morgan Stanley | 2,009,728 | $3.29 億 | 0.03% | +657,335+48.6% | 加碼 |
| NVIDIA Corp | 1,960,784 | $3.21 億 | 81.60% | 00.0% | 不變 |
| Alphabet Inc. | 1,960,784 | $3.21 億 | 16.25% | 00.0% | 不變 |
| Mubadala Investment Co PJSC | 1,501,960 | $2.46 億 | 0.99% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 1,327,107 | $2.18 億 | 0.18% | +1,047,044+373.9% | 加碼 |
| Wellington Management Group LLP | 1,325,707 | $2.17 億 | 0.04% | +743,815+127.8% | 加碼 |
| Robeco Schweiz AG | 1,167,010 | $1.91 億 | 3.67% | −120,150−9.3% | 減碼 |
| Franklin Resources Inc | 1,053,017 | $1.72 億 | 0.05% | +146,300+16.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,023,212 | $1.67 億 | 0.18% | +236,063+30.0% | 加碼 |
| Loomis Sayles & Co L P | 972,087 | $1.59 億 | 0.22% | −20,212−2.0% | 減碼 |
| First Trust Advisors LP | 817,664 | $1.34 億 | 0.14% | +719,073+729.3% | 加碼 |
| Voya Investment Management LLC | 730,318 | $1.19 億 | 0.12% | +730,318 | 新進 |
| Walleye Trading LLC | 723,712 | $1.18 億 | 2.33% | −548,237−43.1% | 減碼 |
| UBS Group AG | 676,514 | $1.11 億 | 0.03% | +553,308+449.1% | 加碼 |
| Renaissance Technologies LLC | 673,700 | $1.10 億 | 0.19% | −26,400−3.8% | 減碼 |
| Quadrature Capital Ltd | 641,440 | $1.05 億 | 1.76% | +620,480+2,960.3% | 加碼 |
| Polar Capital Holdings Plc | 638,611 | $1.04 億 | 0.62% | −92,415−12.6% | 減碼 |
| Primecap Management Co | 594,590 | $9,729 萬 | 0.07% | −182,745−23.5% | 減碼 |
| SEI Investments Co | 579,330 | $9,479 萬 | 0.13% | +490,415+551.6% | 加碼 |
| Man Group plc | 551,707 | $9,027 萬 | 0.24% | +12,249+2.3% | 加碼 |
| Nuveen Asset Management, LLC | 521,174 | $8,527 萬 | 0.02% | +133,672+34.5% | 加碼 |
| Group One Trading, L.P. | 506,948 | $8,295 萬 | 2.61% | −31,182−5.8% | 減碼 |
| JPMorgan Chase & Co | 477,184 | $7,808 萬 | 0.01% | +246,465+106.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 434,959 | $7,117 萬 | 3.19% | +172,678+65.8% | 加碼 |
| Macquarie Group Ltd | 431,857 | $7,066 萬 | 0.08% | −68,142−13.6% | 減碼 |
| Zevenbergen Capital Investments LLC | 354,025 | $5,793 萬 | 1.24% | +164,380+86.7% | 加碼 |
| Invesco Ltd. | 347,779 | $5,690 萬 | 0.01% | +345,479+15,020.8% | 加碼 |
| Citigroup Inc | 328,074 | $5,368 萬 | 0.05% | +146,386+80.6% | 加碼 |
| Lord, Abbett & Co. LLC | 328,000 | $5,367 萬 | 0.18% | +328,000 | 新進 |
| Gilder Gagnon Howe & Co LLC | 319,921 | $5,235 萬 | 0.66% | +54,485+20.5% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 300,000 | $4,909 萬 | 0.23% | 00.0% | 不變 |
| Telemark Asset Management, LLC | 300,000 | $4,909 萬 | 4.43% | 00.0% | 不變 |
| Wells Fargo & Company | 298,032 | $4,876 萬 | 0.01% | +118,190+65.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 279,891 | $4,580 萬 | 0.04% | −1,015,102−78.4% | 減碼 |
| Munro Partners | 270,107 | $4,419 萬 | 1.64% | +244,653+961.2% | 加碼 |
| Rheos Capital Works Inc. | 268,900 | $4,400 萬 | 2.30% | +12,000+4.7% | 加碼 |
| Ghisallo Capital Management LLC | 250,000 | $4,091 萬 | 3.52% | 00.0% | 不變 |
| Employees Provident Fund Board | 250,000 | $4,091 萬 | 0.65% | +250,000 | 新進 |
| Mark Asset Management LP | 238,589 | $3,904 萬 | 5.16% | +29,686+14.2% | 加碼 |
| Jane Street Group, LLC | 233,678 | $3,823 萬 | 0.04% | −992,827−80.9% | 減碼 |
| Alliancebernstein L.P. | 230,116 | $3,765 萬 | 0.01% | +79,851+53.1% | 加碼 |
| Barclays PLC | 219,068 | $3,584 萬 | 0.02% | −93,752−30.0% | 減碼 |
| Royal Bank of Canada | 212,501 | $3,477 萬 | 0.01% | +88,511+71.4% | 加碼 |
| Voloridge Investment Management, LLC | 209,058 | $3,421 萬 | 0.13% | −112,034−34.9% | 減碼 |
| Marsico Capital Management LLC | 202,954 | $3,321 萬 | 0.99% | +202,954 | 新進 |
| State Street Corp | 186,134 | $3,046 萬 | 0.00% | +97,969+111.1% | 加碼 |
| LPL Financial LLC | 184,557 | $3,020 萬 | 0.02% | +46,014+33.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 183,027 | $2,987 萬 | 0.11% | +182,597+42,464.4% | 加碼 |
| Ci Investments Inc. | 181,313 | $2,967 萬 | 0.12% | +170,213+1,533.5% | 加碼 |
| Squarepoint Ops LLC | 176,000 | $2,880 萬 | 0.11% | −49,250−21.9% | 減碼 |
| Ameriprise Financial Inc | 172,477 | $2,822 萬 | 0.01% | +53,782+45.3% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 155,315 | $2,541 萬 | 3.54% | −21,085−12.0% | 減碼 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 150,000 | $2,454 萬 | 0.24% | +150,000 | 新進 |
| Simplex Trading, LLC | 145,197 | $2,376 萬 | 0.76% | +145,197 | 新進 |
| Price T Rowe Associates Inc | 140,999 | $2,307 萬 | 0.00% | −149,948−51.5% | 減碼 |
| GTS Securities LLC | 137,102 | $2,243 萬 | 0.47% | +110,410+413.6% | 加碼 |
| Marex Group plc | 135,880 | $2,223 萬 | 0.60% | +135,880 | 新進 |
| PEAK6 Investments LLC | 135,565 | $2,218 萬 | 1.03% | −130,162−49.0% | 減碼 |
| Raymond James & Associates | 130,384 | $2,133 萬 | 0.01% | −84,653−39.4% | 減碼 |
| State of Michigan Retirement System | 128,200 | $2,098 萬 | 0.11% | −100,000−43.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 125,196 | $2,090 萬 | 0.10% | +106,151+557.4% | 加碼 |
| CIBC World Markets Inc. | 123,004 | $2,013 萬 | 0.05% | +71,521+138.9% | 加碼 |
| Bank of New York Mellon Corp | 118,094 | $1,932 萬 | 0.00% | +58,216+97.2% | 加碼 |
| Prudential PLC | 108,653 | $1,778 萬 | 0.12% | +29,992+38.1% | 加碼 |
| Advisor Group Holdings, Inc. | 107,923 | $1,765 萬 | 0.04% | +24,322+29.1% | 加碼 |
| NZS Capital, LLC | 107,382 | $1,757 萬 | 0.72% | +107,382 | 新進 |
| Apollo Management Holdings, L.P. | 103,000 | $1,685 萬 | 0.29% | +103,000 | 新進 |
| BOCHK Asset Management Ltd | 101,980 | $1,669 萬 | 5.46% | +101,980 | 新進 |
| ProShare Advisors LLC | 101,519 | $1,661 萬 | 0.04% | +101,519 | 新進 |
| Geode Capital Management, LLC | 100,724 | $1,648 萬 | 0.00% | +16,053+19.0% | 加碼 |
| Summit Partners Public Asset Management, LLC | 100,000 | $1,636 萬 | 0.75% | +100,000 | 新進 |
| Renaissance Capital LLC | 98,205 | $1,607 萬 | 8.97% | +30,623+45.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 96,464 | $1,578 萬 | 0.06% | +40,293+71.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 94,941 | $1,554 萬 | 0.04% | +94,941 | 新進 |
| Silvant Capital Management LLC | 94,573 | $1,547 萬 | 0.69% | +14,716+18.4% | 加碼 |
| CWM, LLC | 90,603 | $1,482 萬 | 0.07% | +86,850+2,314.1% | 加碼 |
| United Capital Management of KS, Inc. | 86,301 | $1,412 萬 | 3.11% | +86,301 | 新進 |
| Penserra Capital Management LLC | 85,097 | $1,392 萬 | 0.18% | −9,925−10.4% | 減碼 |
| Franklin Street Advisors Inc | 82,354 | $1,348 萬 | 0.96% | +82,354 | 新進 |
| Toroso Investments, LLC | 82,081 | $1,343 萬 | 0.19% | +65,432+393.0% | 加碼 |
| Pinebridge Investments, L.P. | 81,531 | $1,335 萬 | 0.11% | −17,148−17.4% | 減碼 |
| Atika Capital Management LLC | 79,000 | $1,293 萬 | 1.50% | +79,000 | 新進 |
| Legal & General Group Plc | 77,770 | $1,274 萬 | 0.00% | +70,145+919.9% | 加碼 |
| Rafferty Asset Management, LLC | 77,506 | $1,268 萬 | 0.05% | +77,506 | 新進 |
| Mirae Asset Securities (USA) Inc. | 75,310 | $1,232 萬 | 0.79% | +75,310 | 新進 |
| SG Americas Securities, LLC | 75,159 | $1,230 萬 | 0.08% | +55,350+279.4% | 加碼 |
| Seven Grand Managers, LLC | 75,000 | $1,227 萬 | 5.54% | 00.0% | 不變 |
| Broadleaf Partners, LLC | 73,913 | $1,209 萬 | 2.93% | +27,601+59.6% | 加碼 |
| Dakota Wealth Management | 72,233 | $1,182 萬 | 0.28% | +25,905+55.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 71,295 | $1,167 萬 | 0.02% | +26,051+57.6% | 加碼 |
| Hampton Road Capital Management LP | 62,788 | $1,027 萬 | 1.61% | +62,788 | 新進 |
| CloudAlpha Capital Management Limited/Hong Kong | 61,900 | $1,013 萬 | 1.44% | +53,900+673.8% | 加碼 |
| Deutsche Bank AG | 60,453 | $989.1 萬 | 0.00% | +51,603+583.1% | 加碼 |