Artisan Partners Limited Partnership
Position in ARM — Arm Holdings PLC /Uk
CIK 1466153
Milwaukee, WI
Position in ARM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$99,218,968
-$1,995,521 QoQ
Shares Held
279,829
-58.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#63
of 955 holders
Holding Since
Jun 2024
9 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, 2026Artisan Partners Limited Partnership holds $4,235,227,515 across 20 Semiconductors names. ARM ranks #14 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
1,612,184 | $609,002,506 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,176,856 | $562,031,119 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
3,472,509 | $531,154,976 | |
| 4 | NVDA |
Nvidia Corp
|
2,256,045 | $451,412,044 | |
| 5 | SITM |
SITIME Corp
|
485,123 | $361,688,303 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
508,327 | $295,292,237 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
627,850 | $238,815,304 | |
| 8 | MU |
Micron Technology Inc
|
186,067 | $214,775,277 |
All Filings in ARM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,218,968 | 279,829 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $101,214,489 | 669,054 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $135,887,305 | 1,243,137 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $121,769,831 | 860,625 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $329,065,690 | 2,034,535 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $356,571,382 | 3,338,996 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $327,087,683 | 2,651,489 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $256,098,446 | 1,790,773 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $394,587,628 | 2,411,610 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||