Position in ARM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,049,527
+$607,033 QoQ
Shares Held
2,960
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#472
of 955 holders
Holding Since
Mar 2024
9 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, 2026Balboa Wealth Partners holds $134,909,303 across 13 Semiconductors names. ARM ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
249,510 | $49,924,455 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
68,284 | $39,666,858 | |
| 3 | MU |
Micron Technology Inc
|
13,707 | $15,821,853 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
25,602 | $12,226,747 | |
| 5 | AVGO |
Broadcom Inc.
|
23,448 | $8,857,482 | |
| 6 | INTC |
Intel Corp
|
18,380 | $2,566,399 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
8,580 | $2,555,896 | |
| 8 | ARM |
Arm Holdings PLC /Uk
This page
|
2,960 | $1,049,527 |
All Filings in ARM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,527 | 2,960 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $442,494 | 2,925 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $317,873 | 2,908 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $439,750 | 3,108 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $489,263 | 3,025 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $291,002 | 2,725 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $465,684 | 3,775 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $549,873 | 3,845 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $343,722 | 2,750 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||