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ARM position history

The shares of Arm Holdings (ARM) that Altimeter Capital Management, LP reported in each quarter’s 13F.

Equity, SPONSORED ADS

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q1: 175,600 shares, $19M, 0.38% of portfolio, New
  2. 2025 Q2: 933,208 shares, $151M, 2.2% of portfolio, Add +431.4%
  3. 2025 Q3: 1,098,139 shares, $155M, 2.0% of portfolio, Add +17.7%
  4. 2025 Q4: not held, Exit
  5. 2026 Q1: 1,715,440 shares, $260M, 4.6% of portfolio, New
  6. 2026 Q2: 1,641,972 shares, $582M, 5.9% of portfolio, Reduce −4.3%
Holdings date Value % of holdings Shares Filing date All 13F holders