INTRINSIC EDGE CAPITAL MANAGEMENT LLC

Position in ARM — Arm Holdings PLC /Uk

CIK 1671754 CHICAGO, IL

Position in ARM

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$4,079,416

-$1,580,184 QoQ

Shares Held

26,966

-32.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $31,839,086 across 5 Semiconductors names. ARM ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCHP	Microchip Technology Inc	222,000	$14,343,420
2	DIOD	Diodes Inc /Del/	85,000	$5,802,100
3	AVGO	Broadcom Inc.	15,000	$4,642,650
4	ARM	Arm Holdings PLC /Uk This page	26,966	$4,079,416
5	MRVL	Marvell Technology, Inc.	30,000	$2,971,500

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,079,416	26,966	-32.6%	Shares	Sole	2026-05-18
2025-09-30	$5,659,600	40,000	0.0%	Shares	Sole	2025-11-12
2025-06-30	$6,469,600	40,000	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.