Polymer Capital Management (HK) LTD
Position in ARM — Arm Holdings PLC /Uk
CIK 1970465
HONG KONG, K3
Position in ARM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,482,344
+$150,968 QoQ
Shares Held
7,001
-54.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#351
of 955 holders
Holding Since
Dec 2023
7 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, 2026Polymer Capital Management (HK) LTD holds $212,299,942 across 16 Semiconductors names. ARM ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
321,441 | $64,317,129 | |
| 2 | MU |
Micron Technology Inc
|
29,958 | $34,580,219 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
62,849 | $30,014,796 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
33,629 | $19,535,422 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
62,687 | $17,047,729 | |
| 6 | TXN |
Texas Instruments Inc
|
31,515 | $9,393,676 | |
| 7 | AVGO |
Broadcom Inc.
|
22,030 | $8,321,832 | |
| 8 | INTC |
Intel Corp
|
51,594 | $7,204,070 |
All Filings in ARM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,482,344 | 7,001 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,331,376 | 15,411 | Shares | Sole | 2026-05-14 | |
| 2025-03-31 | $1,398,628 | 13,097 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $572,040 | 4,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,177,127 | 13,306 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,337,313 | 18,700 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,764,764 | 50,100 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||