AVALON CAPITAL MANAGEMENT

Position in ARM — Arm Holdings PLC /Uk

CIK 1510809 Port Of Redwood City, CA

Position in ARM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$424,774

New position

Shares Held

1,198

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#647

of 955 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

AVALON CAPITAL MANAGEMENT holds $6,187,220 across 5 Semiconductors names. ARM ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	13,837	$2,768,645
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	3,580	$1,709,700
3	AVGO	Broadcom Inc.	2,125	$802,718
4	TXN	Texas Instruments Inc	1,615	$481,383
5	ARM	Arm Holdings PLC /Uk This page	1,198	$424,774

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,774	1,198	—	Shares	Sole	2026-07-16
No filing history on record for this holder in this stock.