Position in ARM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$16,664,790
+$13,941,750 QoQ
Shares Held
47,000
+161.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#18
of 239 holders
Holding Since
Mar 2024
8 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
$9,291,350
CallShares
85,000
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, 2026ARDSLEY ADVISORY PARTNERS LP holds $119,966,755 across 11 Semiconductors names. ARM ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
93,000 | $54,024,630 | |
| 2 | ARM |
Arm Holdings PLC /Uk
This page
|
47,000 | $16,664,790 | |
| 3 | CBRS |
Cerebras Systems Inc.
|
39,000 | $8,619,000 | |
| 4 | AVGO |
Broadcom Inc.
|
21,000 | $7,932,750 | |
| 5 | SMTC |
Semtech Corp
|
45,000 | $7,283,250 | |
| 6 | MCHP |
Microchip Technology Inc
|
70,000 | $6,384,000 | |
| 7 | PI |
Impinj Inc
|
33,000 | $4,726,590 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
54,500 | $4,491,345 |
All Filings in ARM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,664,790 | 47,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,723,040 | 18,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,291,350 | 85,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $15,280,920 | 108,000 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $2,829,800 | 20,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $17,387,050 | 107,500 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $4,043,500 | 25,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $3,721,631 | 34,850 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $2,669,750 | 25,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $2,467,200 | 20,000 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $3,374,730 | 27,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||