Position in ARM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,771,498
+$1,601,022 QoQ
Shares Held
38,840
-51.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#176
of 955 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BERKSHIRE CAPITAL HOLDINGS INC holds $229,874,061 across 19 Semiconductors names. ARM ranks #9 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
32,790 | $37,849,169 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
77,910 | $37,207,478 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
63,650 | $36,974,921 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
76,080 | $22,663,471 | |
| 5 | INTC |
Intel Corp
|
160,840 | $22,458,089 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
69,380 | $18,867,891 | |
| 7 | ALAB |
Astera Labs, Inc.
|
32,880 | $15,881,697 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
44,280 | $14,759,852 |
All Filings in ARM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,771,498 | 38,840 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,170,476 | 80,450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,093 | 10 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,414 | 10 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,617 | 10 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,067 | 10 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,233 | 10 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,001,769 | 48,960 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,573,969 | 46,290 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,438,154 | 59,510 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||