Position in ARM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$85,642,837
+$44,357,467 QoQ
Shares Held
241,540
-11.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
10.02%
of 13F equity value
Holder Rank
#67
of 955 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TRAN CAPITAL MANAGEMENT, L.P. holds $193,172,249 across 6 Semiconductors names. ARM ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARM |
Arm Holdings PLC /Uk
This page
|
241,540 | $85,642,837 | |
| 2 | NVDA |
Nvidia Corp
|
291,411 | $58,308,426 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
68,614 | $32,767,987 | |
| 4 | MU |
Micron Technology Inc
|
12,221 | $14,106,578 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
3,013 | $1,750,281 | |
| 6 | TXN |
Texas Instruments Inc
|
2,000 | $596,140 |
All Filings in ARM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,642,837 | 241,540 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $41,285,370 | 272,907 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $20,713,807 | 189,496 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||