Position in ARM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,121,150
+$1,102,392 QoQ
Shares Held
3,162
+2450.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#464
of 955 holders
Holding Since
Sep 2024
8 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, 2026Morse Asset Management, Inc holds $125,957,194 across 14 Semiconductors names. ARM ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
193,754 | $38,768,237 | |
| 2 | MU |
Micron Technology Inc
|
26,154 | $30,189,300 | |
| 3 | AVGO |
Broadcom Inc.
|
66,343 | $25,061,068 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
27,670 | $13,214,361 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
19,984 | $11,608,905 | |
| 6 | ALAB |
Astera Labs, Inc.
|
10,125 | $4,890,577 | |
| 7 | ARM |
Arm Holdings PLC /Uk
This page
|
3,162 | $1,121,150 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
3,510 | $986,415 |
All Filings in ARM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,150 | 3,162 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,758 | 124 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,019 | 174 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $72,018 | 509 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,355,904 | 14,566 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,683,117 | 15,761 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $250,914 | 2,034 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $211,654 | 1,480 | Shares | Sole | 2024-11-20 | |
| No filing history on record for this holder in this stock. | ||||||