Position in ARM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$15,429,113
+$9,408,536 QoQ
Shares Held
43,515
+3.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.99%
of 13F equity value
Holder Rank
#174
of 955 holders
Holding Since
Mar 2024
4 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, 2026Ratan Capital Management LP holds $119,631,071 across 7 Semiconductors names. ARM ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIMO |
Silicon Motion Technology CORP
|
117,623 | $39,207,274 | |
| 2 | QCOM |
Qualcomm Inc/De
|
108,429 | $20,036,594 | |
| 3 | ARM |
Arm Holdings PLC /Uk
This page
|
43,515 | $15,429,113 | |
| 4 | MU |
Micron Technology Inc
|
13,000 | $15,005,770 | |
| 5 | MXL |
Maxlinear, Inc
|
107,581 | $13,773,595 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
23,604 | $13,711,799 | |
| 7 | WOLF |
Wolfspeed, Inc.
|
51,128 | $2,466,926 |
All Filings in ARM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,429,113 | 43,515 | Shares | Sole | 2026-08-18 | |
| 2024-09-30 | $6,020,577 | 42,099 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,433,938 | 27,099 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,249,900 | 10,000 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||