Position in ARM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$54,653,774
+$10,864,114 QoQ
Shares Held
154,141
-46.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#89
of 952 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Derivatives in ARM
reported options exposure · as of Dec 31, 2025CallValue
$91,098,954
CallShares
833,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Tensor Edge Capital, LLC holds $1,025,788,336 across 9 Semiconductors names. ARM ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
271,199 | $313,042,293 | |
| 2 | INTC |
Intel Corp
|
1,421,098 | $198,427,913 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
609,668 | $181,614,000 | |
| 4 | QCOM |
Qualcomm Inc/De
|
797,200 | $147,314,588 | |
| 5 | AVGO |
Broadcom Inc.
|
200,000 | $75,550,000 | |
| 6 | ARM |
Arm Holdings PLC /Uk
This page
|
154,141 | $54,653,774 | |
| 7 | LSCC |
Lattice Semiconductor Corp
|
159,550 | $24,404,768 | |
| 8 | ALAB |
Astera Labs, Inc.
|
50,000 | $24,151,000 |
All Filings in ARM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,653,774 | 154,141 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $43,789,660 | 289,461 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $91,098,954 | 833,400 | Call | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||