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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。

2025 年第 2 季與 2025 年第 1 季比較

持有 Arm Holdings PLC 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

ARM 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數6368669+41
股數7,574 萬8.23 萬8,122 萬+555.6 萬 (+7.3%)
市值$80.9 億$880.3 萬$131.4 億+$50.5 億 (+62.5%)

8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(131 家)

2025 年第 2 季季末持有 Arm Holdings PLC、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 131 家。

2025 年第 2 季新進 ARM 的機構
機構股數市值佔組合 %
Coatue Management LLC大師Coatue4,633,454$7.49 億2.09%
Jericho Capital Asset Management L.P.1,306,115$2.11 億2.81%
Hudson Bay Capital Management LP600,000$9,704 萬0.64%
Castle Hook Partners LP525,825$8,505 萬1.25%
Bridgewater Associates, LP473,725$7,662 萬0.31%
1832 Asset Management L.P.403,700$6,529 萬0.11%
Mawer Investment Management Ltd.275,747$4,460 萬0.23%
GQG Partners LLC273,048$4,416 萬0.06%
Swedbank AB255,700$4,136 萬0.05%
Penserra Capital Management LLC220,504$3,566 萬0.50%
Sig Brokerage, LP183,815$2,973 萬8.16%
Pacific Heights Asset Management LLC140,000$2,264 萬1.21%
Newbrook Capital Advisors LP135,144$2,186 萬2.75%
Rheos Capital Works Inc.130,000$2,103 萬1.21%
Oribel Capital Management, LP126,100$2,040 萬1.08%
Defender Capital, LLC.106,985$1,730 萬5.88%
Mirae Asset Securities (USA) Inc.100,260$1,622 萬0.72%
Capitolis Liquid Global Markets LLC95,100$1,538 萬0.11%
Silvercrest Asset Management Group LLC92,055$1,489 萬0.10%
Clear Street LLC69,230$1,120 萬0.07%
Hidden Lake Asset Management LP46,620$754.0 萬3.71%
Polar Asset Management Partners Inc.45,766$740.2 萬0.18%
Point72 (DIFC) Ltd44,000$711.7 萬0.57%
Intrinsic Edge Capital Management LLC40,000$647.0 萬0.98%
Brinker Capital Investments, LLC38,812$627.7 萬0.05%
Schonfeld Strategic Advisors LLC37,147$600.8 萬0.05%
Lagoda Investment Management, L.P.34,125$551.9 萬3.13%
XTX Topco Ltd33,250$537.8 萬0.22%
Thames Capital Management LLC25,533$413.0 萬0.94%
Slow Capital, Inc.24,396$394.6 萬0.48%
Boothbay Fund Management, LLC23,900$386.6 萬0.12%
Financial Gravity Companies, Inc.23,880$386.2 萬0.76%
CloudAlpha Capital Management Limited/Hong Kong21,924$354.6 萬0.44%
ExodusPoint Capital Management, LP21,867$353.7 萬0.04%
Fortress Investment Group LLC20,000$323.5 萬0.46%
Point72 Italy, S.r.l.14,463$233.9 萬1.15%
Adviser Investments LLC13,086$211.7 萬0.03%
Phoenix Holdings Ltd.10,000$202.0 萬0.03%
CIBC World Markets Corp9,530$154.1 萬0.01%
Dorsey & Whitney Trust CO LLC8,775$141.9 萬0.08%
Signal Advisors Wealth, LLC8,666$140.2 萬0.11%
Thoroughbred Financial Services, LLC8,003$129.4 萬0.09%
Abn Amro Investment Solutions7,000$113.2 萬0.02%
Prelude Capital Management, LLC6,800$110.0 萬0.11%
ING Groep NV6,339$102.5 萬0.01%
Vise Technologies, Inc.5,915$95.7 萬0.04%
GTS Securities LLC4,886$79.0 萬0.04%
Concurrent Investment Advisors, LLC4,886$79.0 萬0.02%
Summit Trail Advisors, LLC4,327$70.0 萬0.01%
Resources Investment Advisors, LLC.4,065$65.7 萬0.01%
Glaxis Capital Management, LLC3,500$56.6 萬0.76%
Bank of Nova Scotia3,443$55.6 萬0.00%
Stonehage Fleming Financial Services Holdings Ltd3,341$54.0 萬0.02%
Inscription Capital, LLC3,037$49.1 萬0.07%
JustInvest LLC2,989$48.3 萬0.01%
Lido Advisors, LLC2,492$40.3 萬0.00%
Keybank National Association2,080$33.6 萬0.00%
Belvedere Trading LLC2,037$32.9 萬0.03%
Moors & Cabot, Inc.1,947$31.5 萬0.01%
Hennion & Walsh Asset Management, Inc.1,899$30.7 萬0.01%
Western Wealth Management, LLC1,898$30.7 萬0.02%
Mystic Asset Management, Inc.1,885$30.5 萬0.07%
Avidian Wealth Solutions, LLC1,864$30.1 萬0.01%
Prospera Financial Services Inc1,855$30.0 萬0.01%
TigerOak Management, L.L.C.1,853$30.0 萬0.10%
Westover Capital Advisors, LLC1,800$29.1 萬0.06%
Dimension Capital Management LLC1,749$28.3 萬0.04%
Kapstone Financial Advisors LLC1,743$28.2 萬0.14%
Heritage Trust Co1,742$28.2 萬0.03%
Krane Funds Advisors LLC1,740$28.1 萬0.01%
Beacon Pointe Advisors, LLC1,711$27.7 萬0.00%
360 Financial, Inc.1,669$27.0 萬0.09%
Atria Investments LLC1,659$26.8 萬0.00%
Leigh Baldwin & Co., LLC1,635$26.4 萬0.17%
Brendel Financial Advisors LLC1,630$26.4 萬0.15%
Golden State Equity Partners1,623$26.3 萬0.05%
Gerber Kawasaki Wealth & Investment Management1,615$26.1 萬0.01%
Intellectus Partners, LLC1,580$25.6 萬0.06%
WJ Wealth Management, LLC1,550$25.1 萬0.08%
Integrated Advisors Network LLC1,538$24.9 萬0.01%
Credit Industriel Et Commercial1,538$24.9 萬0.04%
DGS Capital Management, LLC1,520$24.6 萬0.05%
Wellington Shields Capital Management, LLC1,514$24.5 萬0.04%
Venturi Wealth Management, LLC1,500$24.3 萬0.01%
AE Wealth Management LLC1,469$23.8 萬0.00%
KRS Capital Management, LLC1,459$23.6 萬0.16%
Crescent Sterling, Ltd.1,448$23.4 萬0.26%
Wulff, Hansen & Co.1,435$23.2 萬0.20%
Sanders Morris Harris LLC1,417$22.9 萬0.05%
Congress Park Capital LLC1,415$22.9 萬0.08%
bLong Financial, LLC1,410$22.8 萬0.18%
Claro Advisors LLC1,409$22.8 萬0.04%
Capital CS Group, LLC1,400$22.6 萬0.37%
FineMark National Bank & Trust1,396$22.6 萬0.01%
Steel Peak Wealth Management LLC1,348$21.8 萬0.01%
Kirtland Hills Capital Management, LLC1,344$21.7 萬0.10%
Carnegie Capital Asset Management, LLC1,334$21.6 萬0.00%
Smith Anglin Financial, LLC1,329$21.5 萬0.02%
Victory Financial Group, LLC1,318$21.3 萬0.03%
Forum Financial Management, LP1,311$21.2 萬0.00%

清倉機構(90 家)

2025 年第 1 季季末持有 Arm Holdings PLC、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 ARM 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
PEAK6 LLC1,173,169$1.25 億
Polar Capital Holdings Plc611,759$6,533 萬
Capula Management Ltd544,813$5,818 萬
Capital Fund Management S.A.320,858$3,426 萬
Simplex Trading, LLC252,824$2,700 萬
IMC-Chicago, LLC252,432$2,696 萬
Jefferies Financial Group Inc.183,212$1,957 萬
Elliott Investment Management L.P.大師艾略特投資管理139,551$1,490 萬
Westwood Holdings Group Inc.103,466$1,105 萬
Quinn Opportunity Partners LLC88,436$944.4 萬
D. E. Shaw & Co., Inc.80,089$855.3 萬
Ratan Capital Management LP74,044$790.7 萬
TownSquare Capital, LLC66,975$715.2 萬
FengHe Fund Management Pte. Ltd.50,000$534.0 萬
Woodline Partners LP45,802$489.1 萬
Quantbot Technologies LP42,113$449.7 萬
Nomura Holdings Inc41,832$446.7 萬
Headlands Technologies LLC32,410$346.1 萬
Clear Street Derivatives LLC29,257$312.4 萬
Balyasny Asset Management LLC26,307$280.9 萬
GWN Securities Inc.17,778$236.5 萬
Virtu Financial LLC19,318$206.3 萬
Wolverine Trading, LLC16,614$179.1 萬
Mitchell Capital Management Co16,400$175.1 萬
Alberta Investment Management Corp15,420$164.7 萬
Mercer Global Advisors Inc18,848$164.6 萬
Southern Capital Advisors, LLC15,101$161.3 萬
Caxton Associates LLP13,969$149.2 萬
Polymer Capital Management (HK) LTD13,097$139.9 萬
Simplicity Wealth,LLC12,296$131.3 萬
Amundi11,804$115.3 萬
Maxi Investments CY Ltd8,535$91.1 萬
Corebridge Financial, Inc.8,247$88.1 萬
Alight Capital Management LP8,000$85.4 萬
Banco Santander, S.A.7,267$77.6 萬
Iyo Bank, Ltd.6,915$73.8 萬
Two Sigma Advisers, LP6,700$71.5 萬
Triumph Capital Management6,300$67.3 萬
MUFG Securities EMEA plc5,798$61.9 萬
Numerai GP LLC5,638$60.2 萬
Wisconsin Capital Management LLC5,569$59.5 萬
Fred Alger Management, LLC5,181$55.3 萬
Monetta Financial Services Inc5,000$53.4 萬
Ionic Capital Management LLC4,700$50.2 萬
RFG Holdings, Inc.4,279$45.7 萬
Compass Capital Corp3,597$38.0 萬
Sumitomo Mitsui Financial Group, Inc.3,516$37.9 萬
Engineers Gate Manager LP3,434$36.7 萬
Scientech Research LLC2,611$27.9 萬
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,596$27.7 萬
Northwest Financial Advisors2,415$25.8 萬
Advisor Resource Council2,116$22.6 萬
Roehl & Yi Investment Advisors, LLC2,089$22.3 萬
First National Bank of Hutchinson2,052$21.9 萬
Ovata Capital Management Ltd2,045$21.8 萬
Blueshift Asset Management, LLC2,039$21.8 萬
Graham Capital Management, L.P.2,032$21.7 萬
R Squared Ltd2,020$21.6 萬
Centiva Capital, LP1,951$20.8 萬
Banque Pictet & Cie SA1,873$20.0 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,220$13.0 萬
Stonebridge Financial Group, LLC1,080$11.5 萬
West Branch Capital LLC1,000$10.7 萬
Financial Life Planners991$10.6 萬
Compagnie Lombard Odier SCmA880$9.40 萬
TCG Advisory Services, LLC869$9.28 萬
Marathon Trading Investment Management LLC762$8.14 萬
GKV Capital Management Co., Inc.700$7.48 萬
Optiver Holding B.V.630$6.73 萬
Hexagon Capital Partners LLC626$6.69 萬
PSI Advisors, LLC200$2.14 萬
Mather Group, LLC.193$2.06 萬
Ci Investments Inc.153$1.60 萬
Country Trust Bank145$1.55 萬
Washington Trust Co130$1.39 萬
Wayfinding Financial, LLC111$1.10 萬
Laurel Wealth Advisors LLC90$9,612
Moser Wealth Advisors, LLC75$8,009
Dogwood Wealth Management LLC38$4,058
Continuum Advisory, LLC32$3,417
Carolinas Wealth Consulting LLC29$3,064
Westside Investment Management, Inc.25$2,670
Stone House Investment Management, LLC25$2,670
Bernard Wealth Management Corp.15$1,602
Crewe Advisors LLC12$1,282
Toth Financial Advisory Corp10$1,068
Chesapeake Asset Management LLC7$747
Kiker Wealth Management, LLC2$214
Grove Bank & Trust1$107
Halbert Hargrove Global Advisors, LLC1$77

尚未申報 2025 年第 2 季的機構(8 家)

2025 年第 1 季季末持有 Arm Holdings PLC、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 ARM、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Credit Agricole S A40,679$434.4 萬
Sofos Investments, Inc.22,370$238.9 萬
Rakuten Investment Management, Inc.16,210$174.7 萬
Sheaff Brock Investment Advisors, LLC1,900$20.3 萬
Sandy Spring Bank600$6.41 萬
Lindbrook Capital, LLC201$2.15 萬
Nova Wealth Management, Inc.200$2.14 萬
JCIC Asset Management Inc.116$1.24 萬