PKO Investment Management Joint-Stock Co
Position in ARM — Arm Holdings PLC /Uk
CIK 2059321
WARSAW, R9
Position in ARM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,254,840
+$3,498,440 QoQ
Shares Held
12,000
+140.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#283
of 955 holders
Holding Since
Sep 2025
4 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, 2026PKO Investment Management Joint-Stock Co holds $237,032,234 across 13 Semiconductors names. ARM ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
368,000 | $73,633,120 | |
| 2 | MU |
Micron Technology Inc
|
39,000 | $45,017,310 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
53,000 | $30,788,230 | |
| 4 | AVGO |
Broadcom Inc.
|
60,000 | $22,665,000 | |
| 5 | INTC |
Intel Corp
|
162,000 | $22,620,060 | |
| 6 | TXN |
Texas Instruments Inc
|
32,000 | $9,538,240 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
30,000 | $8,936,700 | |
| 8 | ADI |
Analog Devices Inc
|
17,000 | $6,751,890 |
All Filings in ARM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,254,840 | 12,000 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $756,400 | 5,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,732,750 | 25,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,405,330 | 17,000 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||