OGBORNE CAPITAL MANAGEMENT, LLC

Position in ARM — Arm Holdings PLC /Uk

CIK 1619083 SAN FRANCISCO, CA

Position in ARM

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

Position Value

$5,318,550

New position

Shares Held

15,000

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

2.43%

of 13F equity value

Holder Rank

#260

of 955 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

OGBORNE CAPITAL MANAGEMENT, LLC holds $49,754,472 across 3 Semiconductors names. ARM ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	149,969	$30,007,297
2	MU	Micron Technology Inc	12,500	$14,428,625
3	ARM	Arm Holdings PLC /Uk This page	15,000	$5,318,550

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,318,550	15,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.