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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Arm Holdings PLC 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

ARM 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數65414745+105
股數8,195 萬2.82 萬9,091 萬+898.6 萬 (+11.0%)
市值$89.7 億$309.3 萬$137.5 億+$47.9 億 (+53.4%)

14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(189 家)

2026 年第 1 季季末持有 Arm Holdings PLC、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 189 家。

2026 年第 1 季新進 ARM 的機構
機構股數市值佔組合 %
Altimeter Capital Management, LP大師Altimeter 資本1,715,440$2.60 億4.55%
Capital International Investors1,165,530$1.76 億0.04%
Janus Henderson Group PLC767,534$1.16 億0.06%
Analog Century Management LP691,364$1.05 億4.99%
Whale Rock Capital Management LLC452,384$6,844 萬0.88%
Schonfeld Strategic Advisors LLC345,322$5,224 萬0.43%
1832 Asset Management L.P.300,000$4,538 萬0.06%
Tensor Edge Capital, LLC289,461$4,379 萬7.53%
Kayne Anderson Rudnick Investment Management LLC173,336$2,622 萬0.08%
Susquehanna Fundamental Investments, LLC164,754$2,492 萬0.93%
Talos Asset Management LP121,200$1,834 萬3.13%
CSM Advisors, LLC111,709$1,690 萬0.42%
Tairen Capital Ltd107,400$1,625 萬1.76%
Duquesne Family Office LLC大師杜肯家族辦公室106,700$1,614 萬0.55%
Diversify Wealth Management, LLC67,852$1,369 萬0.24%
Catalyst Funds Management Pty Ltd90,198$1,365 萬2.31%
XTX Topco Ltd87,304$1,321 萬0.23%
HRT Financial LP85,816$1,298 萬0.03%
Sora Investors LLC85,000$1,286 萬1.18%
Havemeyer Place LP64,097$969.7 萬1.12%
Whittier Trust Co58,793$874.7 萬0.10%
E Fund Management Co., Ltd.56,444$853.9 萬0.25%
Westend Capital Management, LLC53,699$812.4 萬2.44%
BOCHK Asset Management Ltd53,200$804.8 萬1.67%
Quadrature Capital Ltd52,297$791.1 萬0.09%
Nixon Peabody Trust Co47,107$712.6 萬0.57%
Oribel Capital Management, LP45,900$694.4 萬1.06%
Hidden Lake Asset Management LP45,366$686.3 萬4.55%
Gunderson Capital Management Inc.45,029$681.2 萬2.85%
Incline Global Management LLC43,422$656.9 萬2.58%
Oppenheimer & Co Inc42,639$645.0 萬0.08%
Nishkama Capital, LLC42,000$635.4 萬0.90%
Capitolis Liquid Global Markets LLC41,617$629.6 萬0.04%
Marsico Capital Management LLC32,850$497.0 萬0.15%
Covea Finance29,918$452.6 萬0.16%
Midwest Trust Co29,541$446.9 萬0.06%
Connective Capital Management, LLC28,652$433.4 萬3.58%
Resolute Capital Asset Partners LLC28,000$423.6 萬2.23%
Intrinsic Edge Capital Management LLC26,966$407.9 萬0.74%
Banco Bilbao Vizcaya Argentaria, S.A.27,708$402.9 萬0.03%
Westwood Wealth Management25,135$380.2 萬1.49%
Whittier Trust Co of Nevada Inc24,126$358.9 萬0.07%
Morgens Waterfall Vintiadis & Co Inc20,000$302.6 萬3.73%
Oaktop Capital Management II, L.P.20,000$302.6 萬0.23%
Camarda Financial Advisors, LLC19,734$298.5 萬1.57%
Mandatum Life Insurance Co Ltd19,128$289.4 萬0.65%
Ardsley Advisory Partners LP18,000$272.3 萬0.41%
Elevation Advisory Partners LLC20,877$239.8 萬2.24%
Polymer Capital Management (HK) LTD15,411$233.1 萬0.33%
CTC Alternative Strategies, Ltd.15,346$232.2 萬5.27%
Barrier Capital Management, LLC15,000$226.9 萬1.99%
BW Gestao de Investimentos Ltda.14,980$226.6 萬0.10%
Point72 Asset Management, L.P.14,262$215.8 萬0.00%
Concentric Capital Strategies, LP14,113$213.5 萬0.19%
Greenwood Capital Associates LLC13,759$208.1 萬0.23%
CenterBook Partners LP12,678$191.8 萬0.10%
DekaBank Deutsche Girozentrale12,092$178.8 萬0.00%
Oppenheimer Asset Management Inc.11,539$174.6 萬0.02%
JBF Capital, Inc.10,000$151.3 萬0.22%
Sona Asset Management (US) LLC10,000$151.3 萬0.06%
Nomura Asset Management International Inc.9,161$138.6 萬0.00%
Boothbay Fund Management, LLC8,500$128.6 萬0.03%
Polar Asset Management Partners Inc.7,400$111.9 萬0.03%
CMT Capital Markets Trading GmbH6,419$97.1 萬0.45%
Empowered Funds, LLC6,003$90.8 萬0.01%
WealthPlan Investment Management, LLC5,968$90.3 萬0.05%
Savant Capital, LLC4,185$63.3 萬0.00%
ING Groep NV4,127$62.4 萬0.00%
Kirtland Hills Capital Management, LLC3,008$58.6 萬0.19%
Pictet Asset Management Holding SA3,715$56.2 萬0.00%
Intellectus Partners, LLC3,631$54.9 萬0.11%
Bayesian Capital Management, LP3,623$54.8 萬0.67%
BCJ Capital Management, LLC3,570$54.0 萬0.03%
Gainplan LLC3,500$52.9 萬0.40%
Fifth Lane Capital, LP3,500$52.9 萬0.64%
Patriot Financial Group Insurance Agency, LLC3,354$50.7 萬0.03%
Atalanta Sosnoff Capital, LLC2,980$45.1 萬0.01%
Mizuho Markets Americas LLC2,866$43.4 萬0.01%
Harel Insurance Investments & Financial Services Ltd.2,850$43.1 萬0.00%
FNY Investment Advisers, LLC2,855$43.1 萬0.19%
IKE Capital, LLC2,825$42.7 萬0.24%
Meadowbrook Wealth Management, LLC2,815$42.6 萬0.56%
PenderFund Capital Management Ltd.2,800$42.4 萬0.07%
Park Avenue Securities LLC2,707$41.0 萬0.00%
Wealthfront Advisers LLC2,602$39.4 萬0.00%
Atomi Financial Group, Inc.2,596$39.3 萬0.01%
Portfolio Design Labs, LLC2,536$38.4 萬0.07%
Game Plan Financial Advisors, LLC2,415$36.5 萬0.16%
Chicago Partners Investment Group LLC1,832$36.0 萬0.01%
Warren Averett Asset Management, LLC2,359$35.7 萬0.00%
Wesbanco Bank Inc2,112$32.0 萬0.01%
Steel Peak Wealth Management LLC2,112$32.0 萬0.01%
Callan Family Office, LLC2,046$31.0 萬0.01%
Cidel Asset Management Inc2,019$30.5 萬0.02%
AlphaCore Capital LLC1,853$28.0 萬0.01%
Ascent Group, LLC1,817$27.5 萬0.01%
William John Sempolinski1,802$27.3 萬0.14%
Westover Capital Advisors, LLC1,800$27.2 萬0.05%
Dimension Capital Management LLC1,743$26.4 萬0.04%
Wealth Effects LLC1,725$26.1 萬0.09%

清倉機構(84 家)

2025 年第 4 季季末持有 Arm Holdings PLC、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 ARM 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Coatue Management LLC大師Coatue2,300,000$2.51 億
Capital World Investors1,165,776$1.27 億
Marshall Wace, LLP1,128,252$1.23 億
Two Sigma Advisers, LP712,100$7,784 萬
Capital Fund Management S.A.454,683$4,970 萬
Voloridge Investment Management, LLC343,576$3,756 萬
Franklin Street Advisors Inc125,062$1,367 萬
Natixis118,941$1,300 萬
Dymon Asia Capital (Singapore) Pte. Ltd.106,000$1,159 萬
J. Goldman & Co LP52,500$573.9 萬
Telemark Asset Management, LLC50,000$546.5 萬
Virtu Financial LLC44,829$490.0 萬
Group One Trading, L.P.44,562$487.1 萬
Trexquant Investment LP43,869$479.5 萬
Voleon Capital Management LP31,687$346.4 萬
Aquatic Capital Management LLC29,349$320.8 萬
Federated Hermes, Inc.24,292$265.5 萬
DRW Securities, LLC21,700$237.2 萬
Siren, L.L.C.21,500$235.0 萬
Rakuten Investment Management, Inc.20,466$226.2 萬
RBF Capital, LLC20,000$218.6 萬
Deeter Investments LLP20,000$218.6 萬
Guardian Capital LP19,906$217.6 萬
Fideuram Asset Management (Ireland) dac14,567$197.1 萬
Engineers Gate Manager LP12,393$135.5 萬
Susquehanna Portfolio Strategies, LLC11,604$126.8 萬
Agf Management Ltd10,600$115.9 萬
Bridgefront Capital, LLC10,125$110.7 萬
Ardmore Road Asset Management LP10,000$109.3 萬
Headlands Technologies LLC8,734$95.5 萬
Blueshift Asset Management, LLC8,175$89.4 萬
Rye Brook Capital LLC6,015$65.8 萬
Everstar Asset Management, LLC22,000$58.8 萬
WBI Investments5,222$57.1 萬
Avanda Investment Management Pte. Ltd.5,100$55.7 萬
WealthPLAN Partners, LLC4,850$53.0 萬
R Squared Ltd4,649$50.8 萬
IAM Advisory, LLC4,597$50.2 萬
Advisors Preferred, LLC4,101$47.1 萬
Sanders Morris Harris LLC3,667$40.4 萬
Leavell Investment Management, Inc.3,695$40.4 萬
Two Sigma Securities, LLC3,650$39.9 萬
Axq Capital, LP3,309$36.2 萬
Jefferies Financial Group Inc.3,200$35.0 萬
Buckingham Strategic Partners2,775$30.3 萬
Fisher Asset Management, LLC2,732$29.9 萬
Kingswood Wealth Advisors, LLC2,503$27.4 萬
Ritholtz Wealth Management2,339$25.6 萬
CenterStar Asset Management, LLC2,318$25.4 萬
PharVision Advisers, LLC2,261$24.7 萬
First Bank & Trust2,116$23.1 萬
Resources Investment Advisors, LLC.1,955$21.4 萬
Inscription Capital, LLC1,943$21.2 萬
Flow Traders U.S. LLC1,872$20.5 萬
Limestone Investment Advisors LP850$9.29 萬
SageView Advisory Group, LLC532$5.82 萬
Greenline Wealth Management LLC512$5.60 萬
Intesa Sanpaolo Wealth Management480$5.25 萬
Navalign, LLC300$3.28 萬
Clear Street Markets LLC211$2.31 萬
Flagship Harbor Advisors, LLC206$2.25 萬
Oakum Bay Capital LLC200$2.19 萬
Concord Wealth Partners161$1.76 萬
Macquarie Group Ltd156$1.71 萬
Quarry LP153$1.67 萬
GGM Financials LLC150$1.64 萬
Wilkerson Advisory Group LLC150$1.64 萬
Laurel Wealth Advisors LLC90$9,838
Strategic Advocates LLC82$9,091
Tucker Asset Management LLC76$8,308
DV Trading LLC61$6,668
Compass Financial Services Inc59$6,449
Eastern Bank50$5,466
Elyxium Wealth, LLC50$5,466
First Command Advisory Services, Inc.36$3,935
NCP Inc.36$3,935
Private Trust Co NA35$3,826
Cape Investment Advisory, Inc.28$3,061
Bangor Savings Bank21$2,296
Measured Wealth Private Client Group, LLC21$2,296
Canada Pension Plan Investment Board10$1,093
Bare Financial Services, Inc6$656
Whipplewood Advisors, LLC4$437
Wealth Watch Advisors, INC3$328

尚未申報 2026 年第 1 季的機構(14 家)

2025 年第 4 季季末持有 Arm Holdings PLC、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 ARM、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Prosperity Wealth Management, Inc.7,831$85.6 萬
CIBC World Markets Corp6,721$73.5 萬
High Falls Advisors, Inc5,400$59.0 萬
EMC Capital Management3,250$36.3 萬
CIBC Private Wealth Group, LLC1,322$14.5 萬
Global Retirement Partners, LLC922$10.1 萬
STF Management LP846$9.25 萬
Ransom Advisory, Ltd670$7.32 萬
Pandora Wealth, Inc.500$5.47 萬
Motiv8 Investments LLC346$3.80 萬
GPS Wealth Strategies Group, LLC310$3.39 萬
New Millennium Group LLC74$8,089
ORG Partners LLC30$3,278
Stephens Consulting, LLC4$438