LANSDOWNE PARTNERS (UK) LLP

Position in ARM — Arm Holdings PLC /Uk

CIK 1608485 London, X0

Position in ARM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$380,273,842

+$238,750,949 QoQ

Shares Held

1,072,493

+14.6% QoQ

Ownership

0.100%

of shares outstanding

% of Portfolio

15.64%

of 13F equity value

Holder Rank

#20

of 955 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LANSDOWNE PARTNERS (UK) LLP holds $1,340,856,658 across 4 Semiconductors names. ARM ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,475,803	$704,799,235
2	ARM	Arm Holdings PLC /Uk This page	1,072,493	$380,273,842
3	ADI	Analog Devices Inc	574,537	$228,188,858
4	TXN	Texas Instruments Inc	92,578	$27,594,723

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,273,842	1,072,493	+14.6%	Shares	Sole	2026-08-14
2026-03-31	$141,522,893	935,503	+98.2%	Shares	Defined	2026-05-14
2025-12-31	$51,602,625	472,076	+687.1%	Shares	Defined	2026-02-13
2025-09-30	$8,485,862	59,975	—	Shares	Sole	2025-11-19
No filing history on record for this holder in this stock.