Perennial Investment Advisors, LLC
Position in ARM — Arm Holdings PLC /Uk
CIK 1801523
Los Angeles, CA
Position in ARM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$682,192
+$410,956 QoQ
Shares Held
1,924
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#549
of 955 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Derivatives in ARM
reported options exposure · as of Jun 30, 2026CallValue
$248,199
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $96,967,890 across 14 Semiconductors names. ARM ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
323,551 | $64,739,319 | |
| 2 | AVGO |
Broadcom Inc.
|
20,344 | $7,684,946 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,808 | $5,697,565 | |
| 4 | MU |
Micron Technology Inc
|
4,329 | $4,996,921 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,009 | $4,779,998 | |
| 6 | INTC |
Intel Corp
|
21,320 | $2,976,911 | |
| 7 | ADI |
Analog Devices Inc
|
2,883 | $1,145,041 | |
| 8 | TXN |
Texas Instruments Inc
|
3,622 | $1,079,609 |
All Filings in ARM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,199 | 700 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $682,192 | 1,924 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $271,236 | 1,917 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $260,886 | 1,613 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $177,914 | 1,100 | Call | Sole | 2025-08-11 | |
| 2025-03-31 | $246,791 | 2,311 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $42,716 | 400 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $208,478 | 1,690 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $220,950 | 1,545 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,448 | 400 | Call | Sole | 2024-08-09 | |
| 2024-06-30 | $269,973 | 1,650 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||