Baker Avenue Asset Management, LP
Position in ARM — Arm Holdings PLC /Uk
CIK 1432529
SAN FRANCISCO, CA
Position in ARM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$575,821
+$334,227 QoQ
Shares Held
1,624
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#578
of 955 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $510,222,250 across 20 Semiconductors names. ARM ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,283,930 | $256,901,553 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
137,829 | $80,066,244 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
205,260 | $61,144,901 | |
| 4 | AVGO |
Broadcom Inc.
|
75,553 | $28,540,145 | |
| 5 | INTC |
Intel Corp
|
156,882 | $21,905,433 | |
| 6 | TXN |
Texas Instruments Inc
|
70,812 | $21,106,932 | |
| 7 | QCOM |
Qualcomm Inc/De
|
106,160 | $19,617,306 | |
| 8 | MU |
Micron Technology Inc
|
4,939 | $5,701,038 |
All Filings in ARM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,821 | 1,624 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $241,594 | 1,597 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $353,289 | 3,232 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||