ValuationViz

ARM fund manager activity

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

Q4 2025

ManagerActivitySharesValue% of portfolioFiled
Brad Gerstner - Altimeter Capital ManagementSold out——0.00%Feb 17, 2026
Philippe Laffont - Coatue ManagementAdded2,300,000$251,413,0000.63%May 15, 2026
Stanley Druckenmiller - Duquesne Family OfficeSold out——0.00%Feb 17, 2026
Ken Fisher - Fisher Asset ManagementNew2,732$298,6340.00%Feb 9, 2026

Q3 2025

ManagerActivitySharesValue% of portfolioFiled
Brad Gerstner - Altimeter Capital ManagementAdded1,098,139$155,375,6872.05%Nov 14, 2025
Philippe Laffont - Coatue ManagementTrimmed2,259,826$319,742,7810.78%Nov 14, 2025
Stanley Druckenmiller - Duquesne Family OfficeNew167,900$23,756,0000.60%Nov 14, 2025

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