跳到主要內容

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 962 家機構在 13F 申報持有,市值合計 $349.9 億;Altimeter 資本、杜肯家族辦公室等 3 位大師持有。

2024 年第 2 季與 2024 年第 1 季比較

持有 Arm Holdings PLC 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

ARM 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數4104568+162
股數6,105 萬2.48 萬6,083 萬−19.8 萬 (−0.3%)
市值$76.3 億$307.2 萬$99.5 億+$23.3 億 (+30.5%)

4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(220 家)

2024 年第 2 季季末持有 Arm Holdings PLC、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 220 家。

2024 年第 2 季新進 ARM 的機構
機構股數市值佔組合 %
Artisan Partners Limited Partnership2,411,610$3.95 億0.60%
Voya Investment Management LLC730,318$1.19 億0.12%
Lord, Abbett & Co. LLC328,000$5,367 萬0.18%
Employees Provident Fund Board250,000$4,091 萬0.65%
Marsico Capital Management LLC202,954$3,321 萬0.99%
Elliott Investment Management L.P.大師艾略特投資管理150,000$2,454 萬0.24%
Simplex Trading, LLC145,197$2,376 萬0.76%
Marex Group plc135,880$2,223 萬0.60%
NZS Capital, LLC107,382$1,757 萬0.72%
Apollo Management Holdings, L.P.103,000$1,685 萬0.29%
BOCHK Asset Management Ltd101,980$1,669 萬5.46%
ProShare Advisors LLC101,519$1,661 萬0.04%
Summit Partners Public Asset Management, LLC100,000$1,636 萬0.75%
Mirae Asset Global ETFs Holdings Ltd.94,941$1,554 萬0.04%
United Capital Management of KS, Inc.86,301$1,412 萬3.11%
Franklin Street Advisors Inc82,354$1,348 萬0.96%
Atika Capital Management LLC79,000$1,293 萬1.50%
Rafferty Asset Management, LLC77,506$1,268 萬0.05%
Mirae Asset Securities (USA) Inc.75,310$1,232 萬0.79%
Hampton Road Capital Management LP62,788$1,027 萬1.61%
Gratus Capital LLC60,165$984.4 萬0.40%
Victory Capital Management Inc53,676$878.2 萬0.01%
Gunderson Capital Management Inc.52,814$864.1 萬3.71%
Westend Capital Management, LLC50,641$804.3 萬2.83%
Guggenheim Capital LLC48,961$801.1 萬0.06%
Liontrust Investment Partners LLP47,000$769.0 萬0.11%
Vestor Capital, LLC46,139$754.9 萬0.61%
Dock Street Asset Management Inc40,211$657.9 萬0.92%
Alight Capital Management LP40,000$654.5 萬1.62%
Quinn Opportunity Partners LLC39,000$638.1 萬0.74%
Zweig-DiMenna Associates LLC36,025$589.4 萬0.67%
American Century Companies Inc35,966$588.5 萬0.00%
Bank of Montreal34,527$568.4 萬0.00%
Covenant Asset Management, LLC32,027$524.0 萬1.18%
AE Wealth Management LLC30,158$493.4 萬0.05%
Ensign Peak Advisors, Inc28,900$472.9 萬0.01%
AXA S.A.26,497$433.5 萬0.01%
Sandler Capital Management25,600$418.9 萬0.82%
Itau Unibanco Holding S.A.25,000$409.1 萬0.17%
KP Management LLC25,000$409.1 萬1.54%
Westwood Wealth Management23,675$387.4 萬1.53%
CacheTech Inc.23,011$376.5 萬0.87%
Banco Bilbao Vizcaya Argentaria, S.A.21,622$358.8 萬0.04%
Black Swift Group, LLC21,100$345.2 萬0.80%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.21,084$345.0 萬0.00%
Aquila Investment Management LLC21,000$343.6 萬3.22%
Jump Financial, LLC20,413$334.0 萬0.07%
GAM Holding AG20,098$328.8 萬0.25%
Alberta Investment Management Corp19,737$322.9 萬0.03%
L & S Advisors Inc19,698$322.3 萬0.37%
Two Sigma Advisers, LP19,100$312.5 萬0.01%
CIBC Asset Management Inc18,745$306.7 萬0.01%
Greenwood Capital Associates LLC18,157$297.1 萬0.39%
Blue Fin Capital, Inc.14,750$241.3 萬0.48%
Shelton Capital Management14,283$233.7 萬0.06%
Snowden Capital Advisors LLC14,215$232.6 萬0.07%
Gsa Capital Partners LLP14,007$229.2 萬0.16%
Jennison Associates LLC13,704$224.2 萬0.00%
Sumitomo Mitsui DS Asset Management Company, Ltd12,885$210.8 萬0.02%
Scientech Research LLC12,859$210.4 萬0.43%
Tudor Investment Corp Et Al12,819$209.7 萬0.02%
Andar Capital Management HK Ltd12,600$206.2 萬2.86%
iA Global Asset Management Inc.11,611$190.0 萬0.04%
SpiderRock Advisors, LLC11,100$181.6 萬0.05%
Healthcare of Ontario Pension Plan Trust Fund10,852$177.6 萬0.01%
ING Groep NV10,705$175.2 萬0.01%
Triumph Capital Management10,200$166.9 萬0.65%
Charles Schwab Investment Management Inc9,750$159.5 萬0.00%
Channel Wealth LLC9,525$155.8 萬0.56%
Louisiana State Employees Retirement System9,400$153.8 萬0.03%
Cim Investment Mangement Inc9,037$147.9 萬0.46%
Nissay Asset Management Corp8,934$146.2 萬0.01%
Oversea-Chinese Banking CORP Ltd8,663$142.7 萬0.04%
CIBC World Markets Corp8,548$139.9 萬0.01%
Profund Advisors LLC8,527$139.5 萬0.05%
Corebridge Financial, Inc.7,870$128.8 萬0.01%
BI Asset Management Fondsmaeglerselskab A/S6,947$113.7 萬0.02%
WealthTrust Asset Management, LLC6,622$108.3 萬0.79%
Nomura Asset Management Co Ltd6,434$105.3 萬0.00%
Shelton Wealth Management, LLC6,099$99.8 萬0.60%
3Chopt Investment Partners, LLC5,635$92.2 萬0.28%
Edge Capital Group, LLC5,388$88.2 萬0.04%
Venture Visionary Partners LLC5,335$87.3 萬0.04%
CastleKnight Management LP5,100$83.4 萬0.11%
Aviance Capital Partners, LLC5,002$81.8 萬0.12%
Washington Trust Advisors, Inc.4,997$81.8 萬0.08%
Arete Wealth Advisors, LLC4,909$80.3 萬0.07%
SeaCrest Wealth Management, LLC4,852$79.4 萬0.09%
Convergence Financial, LLC4,579$74.9 萬0.20%
National Asset Management, Inc.4,496$73.6 萬0.02%
Greenland Capital Management LP4,395$71.9 萬0.15%
CI Private Wealth, LLC4,288$70.2 萬0.00%
Horizon Investments, LLC4,241$69.4 萬0.02%
Tufton Capital Management4,235$69.3 萬0.13%
Beck Capital Management, LLC3,945$64.5 萬0.18%
Thompson Davis & Co., Inc.3,935$64.4 萬0.56%
Lattice Capital Management, LLC3,800$62.2 萬0.49%
Graham Capital Management, L.P.3,732$61.1 萬0.02%
Savoie Capital LLC3,700$60.5 萬0.08%
UBS Asset Management Americas Inc3,650$59.7 萬0.00%

清倉機構(58 家)

2024 年第 1 季季末持有 Arm Holdings PLC、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 ARM 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
GQG Partners LLC10,682,133$13.4 億
Intel Corp1,176,470$1.47 億
Capstone Investment Advisors, LLC813,612$1.02 億
Parallax Volatility Advisers, L.P.746,379$9,329 萬
Marshall Wace, LLP173,518$2,169 萬
Federated Hermes, Inc.150,155$1,877 萬
Alyeska Investment Group, L.P.80,201$1,002 萬
Kadensa Capital Ltd77,745$971.7 萬
Employees Retirement System of Texas54,097$676.2 萬
Virtu Financial LLC51,016$637.6 萬
Maplelane Capital, LLC30,000$375.0 萬
TB Alternative Assets Ltd.29,650$370.6 萬
Ardsley Advisory Partners LP27,000$337.5 萬
Pictet Asset Management Holding SA24,500$306.2 萬
Susquehanna International Group Ltd.20,444$255.5 萬
Consolidated Portfolio Review Corp19,674$245.9 萬
Concentric Capital Strategies, LP14,761$184.5 萬
Centiva Capital, LP12,044$150.5 萬
Thornburg Investment Management Inc10,669$133.4 萬
Trexquant Investment LP10,450$130.6 萬
Murchinson Ltd.10,000$125.0 萬
Glenmede Trust Co NA9,373$117.2 萬
Westwood Holdings Group Inc.8,232$102.9 萬
Shay Capital LLC6,562$82.0 萬
Hartline Investment Corp5,997$75.0 萬
Sumitomo Mitsui Financial Group, Inc.5,400$67.5 萬
Seven Eight Capital, LP5,208$65.1 萬
FFG Partners, LLC4,000$50.0 萬
Axq Capital, LP3,700$46.2 萬
Wesbanco Bank Inc3,571$44.6 萬
Kingswood Wealth Advisors, LLC3,520$44.0 萬
Y-Intercept (Hong Kong) Ltd3,460$43.2 萬
Diversify Advisory Services, LLC3,310$42.0 萬
Executive Wealth Management, LLC3,221$40.9 萬
Balboa Wealth Partners2,750$34.4 萬
Legacy Advisors, LLC3,040$32.2 萬
Connective Portfolio Management, LLC2,500$31.2 萬
Manufacturers Life Insurance Company, The2,321$29.0 萬
Annex Advisory Services, LLC2,104$26.3 萬
Gainplan LLC2,000$25.0 萬
West Branch Capital LLC2,000$25.0 萬
Maven Securities LTD1,874$23.4 萬
Headlands Technologies LLC1,821$22.8 萬
Comerica Bank1,780$22.2 萬
Qube Research & Technologies Ltd1,683$21.0 萬
Nwam LLC1,882$20.8 萬
Lincoln National Corp1,606$20.1 萬
SJS Investment Consulting Inc.560$7.00 萬
Thurston, Springer, Miller, Herd & Titak, Inc.200$2.50 萬
Mark Sheptoff Financial Planning, LLC200$2.50 萬
CoreCap Advisors, LLC200$2.50 萬
St Germain D J Co Inc160$2.00 萬
Nelson, Van Denburg & Campbell Wealth Management Group, LLC108$1.35 萬
First PREMIER Bank70$9,000
ICA Group Wealth Management, LLC40$5,000
Stone House Investment Management, LLC35$4,375
Tradewinds Capital Management, LLC25$3,125
Financial Management Professionals, Inc.25$3,000

尚未申報 2024 年第 2 季的機構(4 家)

2024 年第 1 季季末持有 Arm Holdings PLC、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 ARM、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Cutler Group LP13,838$172.9 萬
Credit Suisse AG7,070$88.4 萬
Watts Gwilliam & Co., LLC3,768$44.0 萬
Retirement Group, LLC159$1.99 萬