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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 2 季與 2026 年第 1 季比較

持有 Arm Holdings PLC 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

ARM 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數74510962+227
股數9,091 萬94.3 萬9,905 萬+908.8 萬 (+10.1%)
市值$137.5 億$1.43 億$349.9 億+$213.8 億 (+157.1%)

10 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(312 家)

2026 年第 2 季季末持有 Arm Holdings PLC、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 312 家。

2026 年第 2 季新進 ARM 的機構
機構股數市值佔組合 %
Capital World Investors4,330,875$15.4 億0.18%
Evergreen Quality Fund GP, Ltd.981,449$3.48 億5.61%
Sands Capital Management, LLC642,829$2.28 億0.85%
Congress Asset Management Co409,049$1.45 億0.89%
Menora Mivtachim Holdings Ltd.400,000$1.42 億0.55%
Nordea Investment Management AB234,772$8,270 萬0.07%
Royal London Asset Management Ltd214,787$7,616 萬0.14%
Munro Partners193,733$6,869 萬1.56%
AustralianSuper Pty Ltd151,983$5,389 萬0.23%
Oriental Harbor Investment Fund150,573$5,339 萬3.24%
Jupiter Topco LLC146,297$5,187 萬0.02%
Ci Investments Inc.137,295$4,868 萬0.16%
Natixis Advisors, L.P.121,769$4,318 萬0.05%
Fideuram Asset Management (Ireland) dac103,002$2,909 萬0.56%
IMC-Chicago, LLC76,670$2,718 萬0.25%
Ami Asset Management Corp62,867$2,229 萬1.28%
Spear Advisors LLC59,860$2,122 萬7.29%
Brighton Jones LLC49,716$1,763 萬0.33%
Norges Bank45,898$1,627 萬0.00%
Canada Pension Plan Investment Board45,137$1,600 萬0.01%
Ratan Capital Management LP43,515$1,543 萬4.98%
Natixis37,713$1,337 萬0.06%
AnglePoint Asset Management Ltd36,364$1,289 萬8.38%
Generate Investment Management Ltd31,878$1,130 萬0.47%
Waratah Capital Advisors Ltd.30,070$1,066 萬0.82%
Peregrine Investment Management Inc30,000$1,064 萬4.53%
Kadensa Capital Ltd29,799$1,057 萬2.25%
Voloridge Investment Management, LLC29,773$1,056 萬0.04%
Fred Alger Management, LLC27,637$979.9 萬0.03%
Financial Gravity Companies, Inc.25,683$910.6 萬1.48%
Azimuth Capital Investment Management LLC24,806$879.5 萬0.30%
MUFG Securities EMEA plc21,462$761.0 萬0.08%
VMS Asset Management Limited20,200$716.2 萬2.27%
Decker Retirement Planning Inc.18,952$672.0 萬2.29%
AIA Group Ltd18,114$642.3 萬0.08%
Mediolanum International Funds Ltd18,632$640.2 萬0.05%
L & S Advisors Inc17,588$623.6 萬0.64%
Ogborne Capital Management, LLC15,000$531.9 萬2.43%
Fedenia Advisers LLC14,276$506.2 萬1.20%
FORA Capital, LLC14,142$501.7 萬0.34%
Phoenix Holdings Ltd.10,000$469.0 萬0.03%
Entropy Technologies, LP13,042$462.4 萬0.18%
Avenir Tech Ltd12,256$434.6 萬0.71%
MYDA Advisors LLC12,000$425.5 萬1.03%
Dakota Wealth Management11,728$415.8 萬0.08%
Factory Mutual Insurance Co11,100$393.6 萬0.04%
J. Safra Sarasin Holding AG10,689$379.1 萬0.05%
Vestor Capital, LLC25,430$376.8 萬0.32%
Summit Financial, LLC9,388$332.9 萬0.04%
Castle Rock Wealth Management, LLC9,244$312.0 萬0.61%
Flow Traders U.S. LLC8,784$311.5 萬0.13%
Zurich Insurance Group Ltd8,655$306.9 萬0.02%
Insigneo Advisory Services, LLC8,622$305.7 萬0.11%
Maxi Investments CY Ltd8,300$294.3 萬0.60%
CFM Wealth Partners LLC8,197$290.6 萬0.37%
Seeds Investor LLC7,850$278.3 萬0.29%
Envestnet Portfolio Solutions, Inc.7,771$275.5 萬0.01%
Proem Advisors LLC7,500$265.9 萬0.55%
CIBC Bancorp USA Inc.7,245$256.9 萬0.00%
BI Asset Management Fondsmaeglerselskab A/S7,052$250.0 萬0.02%
WBI Investments6,863$243.3 萬0.60%
Indivisible Partners6,597$233.9 萬0.13%
SEB Asset Management AB6,118$216.9 萬0.01%
Ensign Peak Advisors, Inc6,103$216.4 萬0.00%
Artemis Wealth Advisors, LLC6,000$212.7 萬0.25%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund7,418$212.7 萬1.04%
Maridea Wealth Management LLC5,958$211.3 萬0.23%
Q3 Asset Management5,244$185.9 萬0.34%
Stevens Capital Management LP4,918$174.4 萬0.42%
Park Capital Management, LLC4,779$169.4 萬1.00%
Joule Financial, LLC4,195$148.7 萬0.40%
TownSquare Capital, LLC4,172$147.9 萬0.27%
Darden Wealth Group Inc3,916$138.8 萬0.55%
BlueCrest Capital Management Ltd3,832$135.9 萬0.06%
Dymon Asia Capital (Singapore) Pte. Ltd.3,832$135.9 萬0.22%
Maverick Capital Ltd大師Maverick 資本3,813$135.2 萬0.01%
Xcel Wealth Management, LLC3,740$132.6 萬0.32%
NCP Inc.3,500$124.1 萬1.73%
Monetta Financial Services Inc3,500$124.1 萬0.84%
111 Capital3,464$122.8 萬0.21%
Fairvoy Private Wealth, LLC3,203$113.6 萬0.23%
Manufacturers Life Insurance Company, The3,159$112.0 萬0.00%
Ausdal Financial Partners, Inc.3,144$111.5 萬0.04%
Highland Capital Management, LLC3,000$106.4 萬0.05%
We Are One Seven, LLC2,940$104.2 萬0.02%
TRUE Private Wealth Advisors2,808$99.6 萬0.09%
Ardmore Road Asset Management LP2,800$99.3 萬0.06%
Guardian Partners Inc.2,800$99.3 萬0.09%
Connective Portfolio Management, LLC2,800$99.3 萬1.65%
HighVista Strategies LLC2,700$95.7 萬0.22%
Dnca Finance2,685$95.2 萬0.05%
Ashton Thomas Securities, LLC2,473$94.8 萬0.14%
Williams Jones Wealth Management, LLC.2,600$92.2 萬0.01%
Brown Advisory Inc2,547$90.3 萬0.00%
Global Retirement Partners, LLC2,531$89.7 萬0.01%
CAPROCK Group, Inc.2,528$89.6 萬0.02%
Ieq Capital, LLC2,527$89.6 萬0.00%
Prescott Group Capital Management, L.L.C.2,462$87.3 萬0.08%
George Kaiser Family Foundation2,462$87.3 萬0.08%
Wisconsin Capital Management LLC2,412$85.5 萬0.41%

清倉機構(85 家)

2026 年第 1 季季末持有 Arm Holdings PLC、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 ARM 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Analog Century Management LP691,364$1.05 億
Whale Rock Capital Management LLC452,384$6,844 萬
Nwi Management LP206,730$3,127 萬
Qube Research & Technologies Ltd168,020$2,542 萬
Talos Asset Management LP121,200$1,834 萬
Quinn Opportunity Partners LLC115,850$1,753 萬
Tairen Capital Ltd107,400$1,625 萬
Cantor Fitzgerald, L. P.97,920$1,481 萬
Catalyst Funds Management Pty Ltd90,198$1,365 萬
HRT Financial LP85,816$1,298 萬
Sora Investors LLC85,000$1,286 萬
Westend Capital Management, LLC53,699$812.4 萬
Quadrature Capital Ltd52,297$791.1 萬
Caption Management, LLC50,000$756.4 萬
Oribel Capital Management, LP45,900$694.4 萬
Hidden Lake Asset Management LP45,366$686.3 萬
Incline Global Management LLC43,422$656.9 萬
Nishkama Capital, LLC42,000$635.4 萬
Capitolis Liquid Global Markets LLC41,617$629.6 萬
Y-Intercept (Hong Kong) Ltd32,648$493.9 萬
Connective Capital Management, LLC28,652$433.4 萬
Resolute Capital Asset Partners LLC28,000$423.6 萬
Texas Capital Bank Wealth Management Services Inc27,500$416.0 萬
Walleye Trading LLC24,402$369.2 萬
Venture Visionary Partners LLC18,313$277.0 萬
Renaissance Technologies LLC16,900$255.7 萬
CTC Alternative Strategies, Ltd.15,346$232.2 萬
Taproot Management LP14,588$220.7 萬
Point72 Asset Management, L.P.14,262$215.8 萬
Concentric Capital Strategies, LP14,113$213.5 萬
Greenwood Capital Associates LLC13,759$208.1 萬
Horizon Investments, LLC12,782$193.4 萬
DekaBank Deutsche Girozentrale12,092$178.8 萬
Parallax Volatility Advisers, L.P.11,749$177.7 萬
National Philanthropic Trust11,000$166.4 萬
JBF Capital, Inc.10,000$151.3 萬
Banque Cantonale Vaudoise9,254$140.0 萬
Nomura Asset Management International Inc.9,161$138.6 萬
Boothbay Fund Management, LLC8,500$128.6 萬
Polar Asset Management Partners Inc.7,400$111.9 萬
Capital Markets Trading UK LLP6,496$98.3 萬
Bayesian Capital Management, LP3,623$54.8 萬
Gainplan LLC3,500$52.9 萬
Fifth Lane Capital, LP3,500$52.9 萬
Annis Gardner Whiting Capital Advisors, LLC3,220$48.7 萬
Meadowbrook Wealth Management, LLC2,815$42.6 萬
PenderFund Capital Management Ltd.2,800$42.4 萬
Lattice Capital Management, LLC2,000$31.0 萬
Blackstone Group Inc.1,787$27.0 萬
Fifth Third Bancorp1,780$26.9 萬
Vise Technologies, Inc.2,450$26.8 萬
Wealth Effects LLC1,725$26.1 萬
Quantessence Capital LLC1,682$25.4 萬
Forum Financial Management, LP1,678$25.4 萬
Absolute Gestao de Investimentos Ltda.1,650$25.0 萬
Spartan Wealth Advisory Services LLC1,622$24.5 萬
Apriem Advisors1,508$22.8 萬
Advisory Alpha, LLC1,489$22.5 萬
Banque Pictet & Cie SA1,380$20.9 萬
Credit Industriel Et Commercial1,358$20.5 萬
Elite Wealth Management, Inc.1,323$20.0 萬
Sumitomo Mitsui Financial Group, Inc.677$10.2 萬
Capula Management Ltd635$9.61 萬
Golden State Equity Partners534$8.08 萬
Sound Income Strategies, LLC459$7.12 萬
Activest Wealth Management440$6.66 萬
Global Assets Advisory, LLC400$6.05 萬
WFA of San Diego, LLC300$4.54 萬
Abound Wealth Management194$2.93 萬
Timothy G. Youngquist 2020 Irrevocable Trust156$2.36 萬
Wall Street Financial Group, Inc.155$2.34 萬
Legacy Wealth Managment, LLC100$1.51 萬
HM Payson & Co79$1.20 萬
Delos Wealth Advisors, LLC75$1.13 萬
Ravenstone Capital Management Inc.65$9,833
Rachor Investment Advisory Services, LLC61$9,229
Tompkins Financial Corp60$9,077
Root Financial Partners, LLC56$8,472
Vision Retirement, LLC42$6,354
Aspect Partners, LLC29$4,387
Bank of Jackson Hole Trust27$4,085
BankPlus Trust Department25$3,782
NBT Bank N A15$2,269
Osbon Capital Management LLC2$303
Worth Financial Advisory Group, LLC14–

尚未申報 2026 年第 2 季的機構(10 家)

2026 年第 1 季季末持有 Arm Holdings PLC、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 ARM、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC767,534$1.16 億
CWM, LLC131,727$1,993 萬
Sofos Investments, Inc.26,766$404.9 萬
Skopos Labs, Inc.8,120$122.8 萬
Sunbelt Securities, Inc.5,805$87.8 萬
Evelyn Partners Investment Management LLP1,500$22.7 萬
First Affirmative Financial Network1,397$21.1 萬
Evelyn Partners Investment Management Services Ltd200$3.03 萬
My Portfolio Guide, LLC30$4,538
Anfield Capital Management, LLC20$3,026