Lagoda Investment Management, L.P.

Position in ARM — Arm Holdings PLC /Uk

CIK 1632108 NEW YORK, NY

Position in ARM

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

Position Value

$10,114,109

+$6,167,971 QoQ

Shares Held

28,525

+9.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

5.56%

of 13F equity value

Holder Rank

#198

of 955 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Lagoda Investment Management, L.P. holds $33,611,555 across 3 Semiconductors names. ARM ranks #3 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	27,520	$13,142,726
2	AMD	Advanced Micro Devices Inc	17,825	$10,354,720
3	ARM	Arm Holdings PLC /Uk This page	28,525	$10,114,109

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,114,109	28,525	+9.4%	Shares	Sole	2026-08-14
2026-03-31	$3,946,138	26,085	-8.3%	Shares	Sole	2026-05-15
2025-12-31	$3,108,229	28,435	-26.5%	Shares	Sole	2026-02-17
2025-09-30	$5,471,418	38,670	+13.3%	Shares	Sole	2025-11-14
2025-06-30	$5,519,377	34,125	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.