Sustainable Growth Advisers, LP

Position in ARM — Arm Holdings PLC /Uk

CIK 1290668 STAMFORD, CT

Position in ARM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$136,851,609

-$166,791,404 QoQ

Shares Held

385,965

-80.8% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#46

of 955 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Technology · as of Jun 30, 2026

Sustainable Growth Advisers, LP holds $1,606,308,771 across 4 Semiconductors names. ARM ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	4,720,144	$944,453,612
2	AVGO	Broadcom Inc.	1,275,451	$481,801,614
3	ARM	Arm Holdings PLC /Uk This page	385,965	$136,851,609
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	90,462	$43,201,936

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$136,851,609	385,965	-80.8%	Shares	Sole	2026-08-10
2026-03-31	$303,643,013	2,007,159	-24.8%	Shares	Sole	2026-05-11
2025-12-31	$291,653,289	2,668,130	-7.4%	Shares	Sole	2026-02-10
2025-09-30	$407,733,005	2,881,709	-16.6%	Shares	Sole	2025-11-14
2025-06-30	$559,170,762	3,457,220	+116.8%	Shares	Sole	2025-08-08
2025-03-31	$170,286,693	1,594,594	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.