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 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 | 962 | $349.9 億 |
| 2026 年第 1 季 | 745 | $137.5 億 |
| 2025 年第 4 季 | 654 | $89.7 億 |
| 2025 年第 3 季 | 659 | $105.8 億 |
| 2025 年第 2 季 | 669 | $131.4 億 |
| 2025 年第 1 季 | 636 | $80.9 億 |
| 2024 年第 4 季 | 641 | $79.3 億 |
| 2024 年第 3 季 | 615 | $86.6 億 |
| 2024 年第 2 季 | 568 | $99.5 億 |
| 2024 年第 1 季 | 410 | $76.3 億 |
| 2023 年第 4 季 | 271 | $58.2 億 |
| 2023 年第 3 季 | 210 | $39.7 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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 125,196 | $2,090 萬 | 0.10% | +106,151+557.4% | 加碼 |
| State of Michigan Retirement System | 128,200 | $2,098 萬 | 0.11% | −100,000−43.8% | 減碼 |
| Raymond James & Associates | 130,384 | $2,133 萬 | 0.01% | −84,653−39.4% | 減碼 |
| PEAK6 Investments LLC | 135,565 | $2,218 萬 | 1.03% | −130,162−49.0% | 減碼 |
| Marex Group plc | 135,880 | $2,223 萬 | 0.60% | +135,880 | 新進 |
| GTS Securities LLC | 137,102 | $2,243 萬 | 0.47% | +110,410+413.6% | 加碼 |
| Price T Rowe Associates Inc | 140,999 | $2,307 萬 | 0.00% | −149,948−51.5% | 減碼 |
| Simplex Trading, LLC | 145,197 | $2,376 萬 | 0.76% | +145,197 | 新進 |
| 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 |
| FengHe Fund Management Pte. Ltd. | 155,315 | $2,541 萬 | 3.54% | −21,085−12.0% | 減碼 |
| Ameriprise Financial Inc | 172,477 | $2,822 萬 | 0.01% | +53,782+45.3% | 加碼 |
| Squarepoint Ops LLC | 176,000 | $2,880 萬 | 0.11% | −49,250−21.9% | 減碼 |
| Ci Investments Inc. | 181,313 | $2,967 萬 | 0.12% | +170,213+1,533.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 183,027 | $2,987 萬 | 0.11% | +182,597+42,464.4% | 加碼 |
| LPL Financial LLC | 184,557 | $3,020 萬 | 0.02% | +46,014+33.2% | 加碼 |
| State Street Corp | 186,134 | $3,046 萬 | 0.00% | +97,969+111.1% | 加碼 |
| Marsico Capital Management LLC | 202,954 | $3,321 萬 | 0.99% | +202,954 | 新進 |
| Voloridge Investment Management, LLC | 209,058 | $3,421 萬 | 0.13% | −112,034−34.9% | 減碼 |
| Royal Bank of Canada | 212,501 | $3,477 萬 | 0.01% | +88,511+71.4% | 加碼 |
| Barclays PLC | 219,068 | $3,584 萬 | 0.02% | −93,752−30.0% | 減碼 |
| Alliancebernstein L.P. | 230,116 | $3,765 萬 | 0.01% | +79,851+53.1% | 加碼 |
| Jane Street Group, LLC | 233,678 | $3,823 萬 | 0.04% | −992,827−80.9% | 減碼 |
| Mark Asset Management LP | 238,589 | $3,904 萬 | 5.16% | +29,686+14.2% | 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 |
| Rheos Capital Works Inc. | 268,900 | $4,400 萬 | 2.30% | +12,000+4.7% | 加碼 |
| Munro Partners | 270,107 | $4,419 萬 | 1.64% | +244,653+961.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 279,891 | $4,580 萬 | 0.04% | −1,015,102−78.4% | 減碼 |
| Wells Fargo & Company | 298,032 | $4,876 萬 | 0.01% | +118,190+65.7% | 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 |
| Gilder Gagnon Howe & Co LLC | 319,921 | $5,235 萬 | 0.66% | +54,485+20.5% | 加碼 |
| Lord, Abbett & Co. LLC | 328,000 | $5,367 萬 | 0.18% | +328,000 | 新進 |
| Citigroup Inc | 328,074 | $5,368 萬 | 0.05% | +146,386+80.6% | 加碼 |
| Invesco Ltd. | 347,779 | $5,690 萬 | 0.01% | +345,479+15,020.8% | 加碼 |
| Zevenbergen Capital Investments LLC | 354,025 | $5,793 萬 | 1.24% | +164,380+86.7% | 加碼 |
| Macquarie Group Ltd | 431,857 | $7,066 萬 | 0.08% | −68,142−13.6% | 減碼 |
| Fullerton Fund Management Co Ltd. | 434,959 | $7,117 萬 | 3.19% | +172,678+65.8% | 加碼 |
| JPMorgan Chase & Co | 477,184 | $7,808 萬 | 0.01% | +246,465+106.8% | 加碼 |
| Group One Trading, L.P. | 506,948 | $8,295 萬 | 2.61% | −31,182−5.8% | 減碼 |
| Nuveen Asset Management, LLC | 521,174 | $8,527 萬 | 0.02% | +133,672+34.5% | 加碼 |
| Man Group plc | 551,707 | $9,027 萬 | 0.24% | +12,249+2.3% | 加碼 |
| SEI Investments Co | 579,330 | $9,479 萬 | 0.13% | +490,415+551.6% | 加碼 |
| Primecap Management Co | 594,590 | $9,729 萬 | 0.07% | −182,745−23.5% | 減碼 |
| Polar Capital Holdings Plc | 638,611 | $1.04 億 | 0.62% | −92,415−12.6% | 減碼 |
| Quadrature Capital Ltd | 641,440 | $1.05 億 | 1.76% | +620,480+2,960.3% | 加碼 |
| Renaissance Technologies LLC | 673,700 | $1.10 億 | 0.19% | −26,400−3.8% | 減碼 |
| UBS Group AG | 676,514 | $1.11 億 | 0.03% | +553,308+449.1% | 加碼 |
| Walleye Trading LLC | 723,712 | $1.18 億 | 2.33% | −548,237−43.1% | 減碼 |
| Voya Investment Management LLC | 730,318 | $1.19 億 | 0.12% | +730,318 | 新進 |
| First Trust Advisors LP | 817,664 | $1.34 億 | 0.14% | +719,073+729.3% | 加碼 |
| Loomis Sayles & Co L P | 972,087 | $1.59 億 | 0.22% | −20,212−2.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,023,212 | $1.67 億 | 0.18% | +236,063+30.0% | 加碼 |
| Franklin Resources Inc | 1,053,017 | $1.72 億 | 0.05% | +146,300+16.1% | 加碼 |
| Robeco Schweiz AG | 1,167,010 | $1.91 億 | 3.67% | −120,150−9.3% | 減碼 |
| Wellington Management Group LLP | 1,325,707 | $2.17 億 | 0.04% | +743,815+127.8% | 加碼 |
| Neuberger Berman Group LLC | 1,327,107 | $2.18 億 | 0.18% | +1,047,044+373.9% | 加碼 |
| Mubadala Investment Co PJSC | 1,501,960 | $2.46 億 | 0.99% | 00.0% | 不變 |
| 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 |
| Morgan Stanley | 2,009,728 | $3.29 億 | 0.03% | +657,335+48.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,082,115 | $3.41 億 | 0.48% | −297,724−12.5% | 減碼 |
| BlackRock Inc. | 2,268,826 | $3.71 億 | 0.01% | +177,472+8.5% | 加碼 |
| FMR LLC | 2,271,287 | $3.72 億 | 0.02% | −1,548,244−40.5% | 減碼 |
| Artisan Partners Limited Partnership | 2,411,610 | $3.95 億 | 0.60% | +2,411,610 | 新進 |
| Schroder Investment Management Group | 3,343,592 | $5.47 億 | 0.60% | +98,573+3.0% | 加碼 |
| Goldman Sachs Group Inc | 4,348,183 | $7.11 億 | 0.14% | +2,261,062+108.3% | 加碼 |
| Bank of America Corp | 5,970,102 | $9.77 億 | 0.09% | +5,391,107+931.1% | 加碼 |
| GQG Partners LLC | 0 | $0 | 0.00% | −10,682,133−100.0% | 清倉 |
| Intel Corp | 0 | $0 | 0.00% | −1,176,470−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −813,612−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −746,379−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −173,518−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −150,155−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −80,201−100.0% | 清倉 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −77,745−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −54,097−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −51,016−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −29,650−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −27,000−100.0% | 清倉 |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −24,500−100.0% | 清倉 |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −20,444−100.0% | 清倉 |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −19,674−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −14,761−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,044−100.0% | 清倉 |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −10,669−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,450−100.0% | 清倉 |
| Murchinson Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −9,373−100.0% | 清倉 |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −8,232−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −6,562−100.0% | 清倉 |
| Hartline Investment Corp | 0 | $0 | 0.00% | −5,997−100.0% | 清倉 |
| Sumitomo Mitsui Financial Group, Inc. | 0 | $0 | 0.00% | −5,400−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,208−100.0% | 清倉 |
| FFG Partners, LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,571−100.0% | 清倉 |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,520−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,460−100.0% | 清倉 |