ValuationViz

ARM fund manager activity

Arm Holdings plc · Nasdaq. Reported by 11 tracked fund managers in their 13F filings, Q3 2023 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Brad Gerstner - Altimeter Capital ManagementTrimmed1,641,972$582,194,0125.92%Aug 14, 2026
Stanley Druckenmiller - Duquesne Family OfficeTrimmed28,090$9,960,0000.23%Aug 14, 2026
Ken Fisher - Fisher Asset ManagementNew946$335,6470.00%Aug 4, 2026
Joel Greenblatt - Gotham Asset ManagementNew868$307,7670.00%Aug 14, 2026
Lee Ainslie - Maverick CapitalNew3,813$1,351,9750.01%Aug 14, 2026
Alex Sacerdote - Whale Rock Capital ManagementSold out——0.00%Aug 14, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Brad Gerstner - Altimeter Capital ManagementNew1,715,440$259,511,7634.55%May 15, 2026
Philippe Laffont - Coatue ManagementSold out——0.00%May 15, 2026
Stanley Druckenmiller - Duquesne Family OfficeNew106,700$16,142,0000.55%May 15, 2026
Ken Fisher - Fisher Asset ManagementSold out——0.00%May 5, 2026
Alex Sacerdote - Whale Rock Capital ManagementNew452,384$68,436,6520.88%May 15, 2026

Older quarters