Americana Partners, LLC

Position in ARM — Arm Holdings PLC /Uk

CIK 1797678 Houston, TX

Position in ARM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,798,379

+$986,762 QoQ

Shares Held

5,072

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#388

of 955 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Americana Partners, LLC holds $260,980,098 across 14 Semiconductors names. ARM ranks #9 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	496,037	$99,252,043
2	AVGO	Broadcom Inc.	259,765	$98,126,228
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	49,021	$23,410,958
4	INTC	Intel Corp	79,826	$11,146,104
5	TXN	Texas Instruments Inc	29,892	$8,909,908
6	MU	Micron Technology Inc	7,227	$8,342,053
7	AMD	Advanced Micro Devices Inc	9,102	$5,287,442
8	QCOM	Qualcomm Inc/De	10,985	$2,029,918

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,798,379	5,072	-5.5%	Shares	Sole	2026-08-05
2026-03-31	$811,617	5,365	+33.8%	Shares	Sole	2026-05-12
2025-12-31	$438,442	4,011	-45.4%	Shares	Sole	2026-02-06
2025-09-30	$1,040,234	7,352	+1.0%	Shares	Sole	2025-10-29
2025-06-30	$1,176,981	7,277	-0.2%	Shares	Sole	2025-08-07
2025-03-31	$778,499	7,290	+4.8%	Shares	Sole	2025-05-12
2024-12-31	$858,215	6,957	-10.3%	Shares	Sole	2025-01-31
2024-09-30	$1,108,613	7,752	+7.3%	Shares	Sole	2024-10-28
2024-06-30	$1,182,154	7,225	+12.7%	Shares	Sole	2024-07-30
2024-03-31	$801,310	6,411	-11.0%	Shares	Sole	2024-05-07
2023-12-31	$541,269	7,203	—	Shares	Sole	2024-01-25
No filing history on record for this holder in this stock.