Position in ARM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,714,863
+$4,813,543 QoQ
Shares Held
27,399
-15.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.14%
of 13F equity value
Holder Rank
#61
of 443 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Modus Advisors, LLC holds $28,033,276 across 7 Semiconductors names. ARM ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
58,307 | $11,666,647 | |
| 2 | ARM |
Arm Holdings PLC /Uk
This page
|
27,399 | $9,714,863 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,852 | $1,839,599 | |
| 4 | AVGO |
Broadcom Inc.
|
4,465 | $1,686,653 | |
| 5 | MU |
Micron Technology Inc
|
1,206 | $1,392,073 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
4,408 | $1,313,099 | |
| 7 | CBRS |
Cerebras Systems Inc.
|
1,902 | $420,342 |
All Filings in ARM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,714,863 | 27,399 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,901,320 | 32,399 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,005,697 | 27,497 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,114,194 | 22,010 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,333,137 | 20,608 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,077,599 | 19,455 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,212,461 | 17,935 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $640,970 | 4,482 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $604,739 | 3,696 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $425,965 | 3,408 | Shares | Sole | 2024-04-02 | |
| No filing history on record for this holder in this stock. | ||||||