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Arm Holdings plc

ARM Technology
$264.79 +$10.61 (4.17%)
Market Cap: $282.82 B
Gurus Holding
8
Popularity Rank
#929
% of Shares Held
0.06%
Net Activity (Q2 2026)
-$10.97 M

Guru Ownership Trend

Guru Analysis for Arm Holdings plc (ARM)

Arm Holdings plc (ARM), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $180.7 M.

Top institutional holders include Frank Sands and Stanley Druckenmiller.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.97 M net outflow during the quarter.

Recent activity highlights Frank Sands who opened a new position. Conversely, Ray Dalio reduced exposure by 99.2%.

Key Holders

Top 5 by Value

$227.93 M
$1.75 M
$1.35 M
$336,842

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$230.26 M
Total Buy Value
New Buys 5
Additions 1
-$241.23 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Arm Holdings plc (ARM)

Major holders include Frank Sands ($227.93 M), Stanley Druckenmiller ($9.96 M), Ray Dalio ($1.75 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 682,432 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.97 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited ARM. The total reported sell value was $241.23 M.

Yes, 5 managers opened new positions in ARM, and 1 increased their existing holdings. The total reported buy value was $230.26 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.85% New Buy 642,829 $227.93 M Q2 2026
0.19% Reduce -73.7% 28,090 $9.96 M Q2 2026
0.01% Reduce -99.2% 4,924 $1.75 M Q2 2026
0.01% New Buy 3,813 $1.35 M Q2 2026
0.00% New Buy 950 $336,842 Q2 2026
0.00% New Buy 946 $335,647 Q2 2026
0.00% New Buy 868 $307,767 Q2 2026
0.00% Add 9.1% 12 $4,123 Q2 2026
Date
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Value
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