Azimuth Capital Investment Management LLC
Position in ARM — Arm Holdings PLC /Uk
CIK 1942364
BLOOMFIELD HILLS, MI
Position in ARM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,795,463
New position
Shares Held
24,806
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#212
of 955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Semiconductors
Technology · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $203,715,866 across 11 Semiconductors names. ARM ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
114,423 | $66,469,464 | |
| 2 | MPWR |
Monolithic Power Systems, Inc.
|
29,124 | $40,259,852 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
127,414 | $37,955,356 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
47,818 | $22,836,442 | |
| 5 | TXN |
Texas Instruments Inc
|
60,058 | $17,901,488 | |
| 6 | ARM |
Arm Holdings PLC /Uk
This page
|
24,806 | $8,795,463 | |
| 7 | INTC |
Intel Corp
|
47,725 | $6,663,841 | |
| 8 | QCOM |
Qualcomm Inc/De
|
7,484 | $1,382,968 |
All Filings in ARM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,795,463 | 24,806 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||