PRIMECAP MANAGEMENT CO/CA/

Position in ARM — Arm Holdings PLC /Uk

CIK 763212 PASADENA, CA

Position in ARM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$82,855,917

+$47,474,551 QoQ

Shares Held

233,680

-0.1% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#70

of 955 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PRIMECAP MANAGEMENT CO/CA/ holds $41,979,934,431 across 16 Semiconductors names. ARM ranks #10 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	19,217,236	$22,182,263,342
2	INTC	Intel Corp	75,250,958	$10,507,291,265
3	NVDA	Nvidia Corp	17,079,180	$3,417,373,126
4	TXN	Texas Instruments Inc	8,514,989	$2,538,062,771
5	ADI	Analog Devices Inc	3,128,329	$1,242,478,428
6	MRVL	Marvell Technology, Inc.	2,757,995	$821,579,130
7	AMD	Advanced Micro Devices Inc	1,047,730	$608,636,834
8	AVGO	Broadcom Inc.	736,773	$278,316,000

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,855,917	233,680	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$35,381,366	233,880	0.0%	Shares	Sole	2026-05-11
2025-12-31	$25,565,422	233,880	-0.6%	Shares	Sole	2026-02-11
2025-09-30	$33,298,256	235,340	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$38,104,326	235,590	-13.9%	Shares	Sole	2025-08-11
2025-03-31	$29,218,811	273,610	-49.9%	Shares	Sole	2025-05-09
2024-12-31	$67,431,043	546,620	-4.0%	Shares	Sole	2025-02-10
2024-09-30	$81,442,764	569,490	-4.2%	Shares	Sole	2024-11-08
2024-06-30	$97,286,815	594,590	-23.5%	Shares	Sole	2024-08-09
2024-03-31	$97,159,101	777,335	-18.5%	Shares	Sole	2024-05-14
2023-12-31	$71,668,792	953,740	-2.0%	Shares	Sole	2024-02-09
2023-09-30	$52,074,960	973,000	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.