Barrier Capital Management, LLC
Position in ARM — Arm Holdings PLC /Uk
CIK 1909089
SAN FRANCISCO, CA
Position in ARM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,404,693
+$135,493 QoQ
Shares Held
6,782
-54.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#355
of 955 holders
Holding Since
Mar 2026
2 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, 2026Barrier Capital Management, LLC holds $36,426,593 across 6 Semiconductors names. ARM ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
58,104 | $11,626,029 | |
| 2 | INTC |
Intel Corp
|
69,444 | $9,696,465 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,094 | $5,298,161 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
8,568 | $4,977,236 | |
| 5 | MU |
Micron Technology Inc
|
2,100 | $2,424,009 | |
| 6 | ARM |
Arm Holdings PLC /Uk
This page
|
6,782 | $2,404,693 |
All Filings in ARM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,404,693 | 6,782 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,269,200 | 15,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||