Position in ARM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$582,194,012
+$322,682,249 QoQ
Shares Held
1,641,972
-4.3% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
5.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Altimeter Capital Management, LP holds $5,334,821,446 across 6 Semiconductors names. ARM ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,413,589 | $1,883,565,023 | |
| 2 | CBRS |
Cerebras Systems Inc.
|
7,225,037 | $1,596,733,177 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,429,355 | $682,617,067 | |
| 4 | ARM |
Arm Holdings PLC /Uk
This page
|
1,641,972 | $582,194,012 | |
| 5 | QCOM |
Qualcomm Inc/De
|
1,882,490 | $347,865,327 | |
| 6 | MU |
Micron Technology Inc
|
209,520 | $241,846,840 |
All Filings in ARM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,194,012 | 1,641,972 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $259,511,763 | 1,715,440 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $155,375,687 | 1,098,139 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $150,937,061 | 933,208 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,752,324 | 175,600 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||