Position in ARM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$129,772
+$117,973 QoQ
Shares Held
366
+369.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#798
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, 2026Bayforest Capital Ltd holds $2,196,553 across 19 Semiconductors names. ARM ranks #9 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWKS |
Skyworks Solutions, Inc.
|
3,698 | $250,724 | |
| 2 | LASR |
Nlight, Inc.
|
3,508 | $244,226 | |
| 3 | INTC |
Intel Corp
|
1,575 | $219,917 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
487 | $185,240 | |
| 5 | POWI |
Power Integrations Inc
|
2,134 | $178,743 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
1,166 | $173,185 | |
| 7 | QRVO |
Qorvo, Inc.
|
1,767 | $164,808 | |
| 8 | TXN |
Texas Instruments Inc
|
473 | $140,987 |
All Filings in ARM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,772 | 366 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,799 | 78 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||